Sherri Halverson

Teresa Mcalpine is a financial advisor with LPL Financial and holds a Series 66 credential. She has 13 years of industry experience, including prior roles at INVEST Financial Corporation and Threshold Compass Strategies, Inc., where she currently provides financial planning and consulting services. Teresa is also the author of a book titled "Financial Wealthstyle Archetypes." LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Pamela Otten is the principal of Pamela Otten LLC, an independent financial advisory firm based in Sheboygan, WI. She holds Series 63 and Series 66 licenses and has 16 years of industry experience. Since 2011, she has operated her own firm. Outside of financial advising, Pamela serves as a religious pastor at Renew Ministries. Pamela Otten LLC provides fee-only financial planning and wealth coaching to individuals, couples, and business owners, focusing on stewardship-based objectives. The firm employs an academic, passive investment approach using low-cost, globally diversified mutual funds and ETFs, typically implemented through unaffiliated sub-advisors and money managers.

Jonathan Dudzinski is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at The Olympia Group LLC, an independent firm he joined in 2023. His prior experience includes roles at LPL Financial, Merit Financial Group, and Cambridge Investment Research Advisors. Outside of his advisory work, he serves on the board of UW Oshkosh and is a finance committee member for the Oshkosh Area Community Foundation; he is also involved in beekeeping through his ownership of Bee Bella LLC and managing Lotnix LLC. The Olympia Group provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and institutions, offering customized investment policy statements and sub-advisory services to other registered investment advisers. The firm combines quantitative screening with fundamental analysis and employs a variety of investment strategies, including long and short trading, options, margin, and short sales, while maintaining a small client roster and specialized institutional mandates.

Jared Meyer is a financial advisor at Red Granite Wealth Management with 11 years of industry experience. He holds a Series 65 designation and previously worked for Access Investment Advisors, Inc. for 10 years before joining his current firm. Red Granite Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as advisory services for pension and profit-sharing plans and corporate entities. The firm employs a discretionary, goal-driven investment approach, incorporating fundamental, quantitative, and technical analysis, and is notable for its focus on pension consulting and hands-on pension plan management.

Randall Miller is a financial advisor at Financial Planning Center with 40 years of industry experience. He holds Series 63 and Series 66 credentials. Outside of finance, he worked part-time as a respiratory therapist at Waukesha Memorial Hospital and St. Francis Hospital from 2008 to 2013. Financial Planning Center provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, businesses, pension plans, and other advisers. The firm uses a total-return, diversified asset-allocation approach with an emphasis on yielding securities and manages client assets on a non-discretionary basis.

Joy Heinen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at H.C. Denison Co. She has been with H.C. Denison Co. in various capacities since 2003. H.C. Denison Co. provides portfolio management services to individuals, charitable organizations, and business entities, often managing accounts on a discretionary basis. The firm employs a mix of analysis methods and typically follows a long-term trading approach while tailoring investment strategies to each client’s risk tolerance.