Isaac Charpentier is a financial advisor at Shakespeare Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at West Bend Insurance Company, Bank Five Nine, and Generac Power Systems. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities, managing approximately $641.9 million across about 312 accounts. The firm uses a model-driven, allocation-focused investment approach tailored to various risk profiles and offers discretionary portfolio management alongside comprehensive financial planning.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.

Eric Kulwicki is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He is affiliated with intrua Financial and has worked with Freedom Wealth Alliance and LPL Financial since 2016. He is the owner of Kulwicki Advisory Services, LLC, through which he provides investment and wealth management advisory services aligned with Intrua Financial. Kulwicki also owns Wisconsin Investor Education, LLC, a company focused on providing financial education. Intrua Financial is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create custom investment strategies and offers both discretionary and non-discretionary asset management along with comprehensive financial planning and retirement plan consulting.

Michael Venturini is a financial advisor at Annex Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at HBeck from 2015 to 2018. Venturini has been with Annex Wealth Management since 2015. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and corporate entities, using a team-oriented investment approach that incorporates ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Chadwick Albano is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been associated with multiple related entities, including Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC, since 2010. His prior work experience includes over a decade at Robert Half International - Accountemps. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a technical and quantitative investment approach driven by proprietary algorithmic research, offering a range of managed account programs and platform options.

Matthew Krenke is a CFP®, ChFC®, and Series 66-licensed financial advisor at Annex Wealth Management, LLC with 19 years of industry experience. He has been with Annex Wealth Management since 2018 and previously worked at ASC Wealth & Retirement Advisors LLC. Krenke holds a Wisconsin health and life insurance license. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process with a core-and-tactical approach and offers comprehensive wealth management, retirement consulting, and a goals-based online service called Annex Ignite.

Austin Vande Slunt is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential. He has experience working at Home Path Financial, LP, Nike, the University of Wisconsin - Whitewater, and the Lomira School District. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individuals, high-net-worth households, pension plans, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies across various asset classes and offers multiple service models tailored to clients’ needs.

Eric Gibson is a CFP® and ChFC® with 23 years of industry experience. He has been with United/Mutual of Omaha since 2002. Outside of his advisory role, he serves as Co-Chairman and Supervisory Board Member of the Diamond Way Buddhism Foundation and works as a travelling teacher of Buddhism and meditation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning solutions. The firm utilizes third-party money managers and platform relationships to deliver tailored investment strategies.

Andrea Argue is a CFP® with 21 years of industry experience. She is affiliated with Great Valley Advisor Group, LLC and has worked with the Householder Group Estate & Retirement Specialists, LPL Financial, and Kave Family Financial. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a network of approximately 190 advisors, emphasizing individualized portfolio construction and ongoing oversight.

Jacquelyn Sklenar is a financial advisor at Annex Wealth Management, LLC with 33 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has worked at Annex Wealth Management since 2013. Prior to that, she was affiliated with H. Beck, Inc. from 2013 to 2018. Outside of advisory work, she is also an insurance agent with Annex Insurance Services, focusing on fixed insurance products. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients across over 6,700 households. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities using a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options, alternative investments, and custom indexing.

Peter Glowacki is a financial advisor at TCFG Investment Advisors, LLC with 43 years of industry experience. He has worked at City National Bank and RBC Capital Markets Corporation prior to joining TCFG. Glowacki holds Series 63 and Series 65 licenses. TCFG Investment Advisors manages approximately $639 million in assets and serves individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting through a team of 29 advisors using diverse analytical methods and strategies.

Keith Butler is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, holding a Series 65 credential with six years of industry experience. He has worked at Annex Wealth Management since 2020 and previously spent eight years at US Bank, N.A. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base including individuals, high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-based investment approach with a core-and-tactical philosophy and provides multiple service models ranging from an online platform for smaller accounts to comprehensive wealth management for more complex needs.

Todd Blazei is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 65 credential and previously worked at Fiserv, Inc. from 2015 to 2020. Outside of his advisory role, Blazei serves on the boards of Great Midwest Bank and The Lutheran High School Association of Greater Milwaukee, contributing to their investment committees, and operates a human resources consulting firm focused on compensation and benefits. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individual, corporate, trust, and advisory clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios, model strategies, and third-party manager relationships.

Matthew Haffemann is a financial advisor with Mutual of Omaha Investor Services, Inc. in Waukesha, WI, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. He has been with Mutual of Omaha Investment Services and Mutual of Omaha Insurance Company since 2015. Outside of his advisory role, he is a one-third owner of 32Thirty Financial LLC and 32Thirty Health Solutions, LLC, which are involved in marketing and the sale of health insurance products. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs through partnerships with third-party managers and platforms such as Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Stuart Friberg is a financial advisor with Harbour Investments, Inc. holding Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Harbour, he worked at Northwestern Mutual in various roles and is also involved as a children's ministry assistant at Open Door Bible Church. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering portfolio management, financial planning, and various advisory services tailored to individual adviser strategies.

Mikhail Alkhazov is a CFA® charterholder with 19 years of industry experience. He has worked at Dana Investment Advisors, Inc. since 2018 and previously spent 11 years at Ziegler Capital Management, LLC. Alkhazov holds a Series 66 license and is based in Waukesha, WI. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolio management through various platforms, emphasizing relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity.

John Jonas is a financial advisor at Great Valley Advisor Group, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked with Great Valley Advisor Group since 2016 and LPL Financial since 2015. Outside of his advisory role, he is a Notary Public in the state of Wisconsin. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a mix of in-house strategies and third-party managers across various platforms.

Brian Lehky is a financial advisor at Dana Investment Advisors Inc with 15 years of industry experience. He holds a Series 65 designation and has been with Dana Investment Advisors since 2008. Dana Investment Advisors is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolio management, utilizing relative-value equity selection and fixed-income strategies that incorporate ESG screening and accommodate client-directed social or faith-based exclusions.

Paul Tourville is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Great Valley Advisor Group since 2016 and concurrently associated with LPL Financial, LLC since 2015. Tourville is also involved with Next Level Planning & Wealth Management in Brookfield, WI. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a mix of in-house strategies and third-party managers or platforms such as LPL, Fidelity, Schwab, and SEI.

James Fischer is a financial advisor at Regal Investment Advisors LLC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Fischer has been with Regal Investment Advisors since 2014 and is also associated with Regulus Financial Group, LLC. Outside of his advisory work, he owns and develops oil and natural gas interests through JT Energy Partners Inc and is a passive owner of a sales and marketing startup that manufactures outdoor industry products. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and corporate entities. The firm offers proprietary and third-party model portfolios that incorporate a range of asset classes and strategies, with Regal managing portfolio implementation and rebalancing under discretionary authority granted by the advisers.