Resonant Capital Advisors, LLC

Thomas Marini is a financial advisor at Resonant Capital Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Bank, MACC Fund, and Ironwood Drive. Outside of his advisory role, Marini serves as a board member for Pine River Pre-Pack, Inc., a company providing services to the cheese industry, and consults for Borgman Capital, a lower middle market private equity firm. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm offers comprehensive financial planning and investment management through a five-part investment framework, combining active and passive strategies, and is notable for its affiliated accounting and tax advisory business.

Bradley O'Loughlin is a CFP® and ChFC® with nine years of industry experience. He has worked at Resonant Capital Advisors, LLC since 2018 and previously held roles at Heck Capital Advisors and Madison Investment Advisors. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm’s investment approach combines bottom-up equity selection with active, passive, and factor-based exposures, supported by a five-part framework covering risk tolerance, time horizon, financial planning, asset allocation, and strategy selection.

Logan Knecht is a CFP® with four years of industry experience, currently serving as a financial advisor at Resonant Capital Advisors, LLC. Prior to joining Resonant, he worked at Ameriprise Financial Services and held multiple roles at the University of Wisconsin - Madison. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework combining active, passive, and factor-based strategies, and is notable for its affiliated accounting and tax advisory business staffed by CPAs.

Colton Tubbs is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 designation with approximately two years of experience in the industry. His prior work includes roles at Lake Ridge Bank and a period in full-time education. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and institutional clients such as pension plans and insurance companies. The firm offers comprehensive financial planning, investment management, and advisory services, utilizing a five-part investment framework and combining active, passive, and factor-based strategies.

Daniel Blake is a financial advisor with Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 designation and seven years of industry experience. He has been with Resonant Capital Advisors since 2018 and previously worked at Healthx Ventures for three years. Outside of his advisory role, Blake serves as a director for Forest Data Network, LLC, an online publication focused on the forestry industry. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and institutional clients, including pension plans and insurance companies. The firm employs a five-part investment framework and combines bottom-up equity selection with a blend of active, passive, and factor-based strategies, supported by affiliated accounting and tax advisory services.

Samantha Williams is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI. She holds a Series 65 designation and has one year of industry experience. Prior to joining Resonant Capital Advisors, she was a student for ten years. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and institutional clients, including pension plans and insurance companies. The firm offers a range of services including financial planning, investment management, retirement plan consulting, and family-office advisory, using a multi-faceted investment approach that integrates active, passive, and factor-based strategies.

Richard Thompson is a CFP® and CFA® with 28 years of industry experience. He has been with Resonant Capital Advisors, LLC since 2018 and previously worked at First Business Trust & Investments from 2012 to 2018. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework and combines bottom-up equity selection with active, passive, and factor-based strategies, supported by an affiliated accounting and tax advisory business staffed by CPAs.

Keturah Cox is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 credential with five years of industry experience. She previously worked at Trek Financial and Empowered Financial Investments, LLC. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework combining bottom-up equity selection with active, passive, and factor-based strategies, and offers financial planning, investment management, retirement consulting, and family-office advisory services.

Benjamin Dickey is a financial advisor with Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 credential and 16 years of industry experience. He has worked at Resonant Capital Advisors since 2018 and previously at Madison Investment Advisors, LLC from 2012 to 2018. Outside of his advisory role, he serves as president of a family investment vehicle, Metonga Investment Holdings, LLC. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework and combines bottom-up equity selection with active, passive, and factor-based strategies, supported by an affiliated accounting and tax advisory business.

David Devito is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding Series 63 and Series 65 credentials with 23 years of industry experience. His prior roles include positions at the State of Wisconsin Investment Board and Madison Investment Advisors. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients such as pension plans and insurance companies. The firm employs a five-part investment framework and combines bottom-up equity selection with blended active, passive, and factor-based strategies, supported by affiliated accounting and tax advisory services.

Joshua Zahn is a financial advisor at Resonant Capital Advisors, LLC, holding the CFP®, CFA®, and Series 65 credentials with three years of industry experience. Prior to joining Resonant Capital Advisors, he worked at Orgel Wealth Management and has taught an Advanced Wealth Management class at the University of Wisconsin-Eau Claire College of Business. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework combining bottom-up equity selection with active, passive, and factor-based strategies, and integrates affiliated accounting and tax advisory services.

Ian Joyce is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 designation with four years of industry experience. He previously worked at Hovde Capital Advisors and First Business Bank before joining Resonant Capital Advisors. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm offers financial planning, investment management, retirement plan consulting, and advisory services, employing a five-part investment framework that integrates bottom-up equity selection with active, passive, and factor-based strategies.

Carlton Dewey is a financial advisor at Resonant Capital Advisors, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Kraemer North America for seven years. Dewey also pursued an MBA at the University of Wisconsin from 2021 to 2023. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and various institutional clients, including pension plans and insurance companies. The firm offers a range of services including financial planning, investment management, retirement plan consulting, and family-office advisory, utilizing a five-part investment framework and combining active, passive, and factor-based strategies.