David Spano is a CFP® with 37 years of experience in financial advising at Annex Wealth Management, LLC. He has held roles at Annex Tax Services, LLC, Annex Insurance Services, LLC, and H. Beck, Inc. Spano is a member of Annex Insurance Services, an entity involved in the sale of non-registered insurance contracts. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process featuring a core-and-tactical approach with diversified asset classes and offers a range of services including comprehensive wealth management, discretionary portfolio management, and retirement consulting.

Brett Nowatske is a CFP® with three years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. He previously worked at Senglaub Financial Group and Independent Financial Group, LLC for eight years. Outside his advisory role, he volunteers at Trinity Lutheran Church, where he helps monitor cash flows and manage the congregation’s donations. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser that serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services such as financial planning, portfolio management, consulting, and sub-advisory roles across various asset classes.

Jeffrey Senglaub is a financial advisor at Apollon Wealth Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Independent Financial Group, and SAGEPOINT FINANCIAL, Inc. He is also the owner of Executive Pension Design, Inc., a business entity involved in tax and investment-related activities. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides comprehensive financial planning, portfolio management, and advisory services, combining centrally managed model strategies with locally managed portfolios to tailor client solutions.

Anthony Ursetti is a financial advisor at Annex Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC, First Business Bank, U.S. Bancorp Investments, Inc., and U.S. Bank. He has also served as Vice President at First Business Bank. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse clientele, including individuals, high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm utilizes a team-based investment approach combining core and tactical strategies, and offers multiple service models catering to varying client needs.

John Himmelspach is a financial advisor at Annex Wealth Management, LLC, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax Advisory Services, and DBHW Wealth Partners. Outside of his advisory work, he has experience as a financial analyst supporting retirement and estate planning activities. 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-based investment approach with a core-and-tactical philosophy and offers multiple service models tailored to client needs.

Mark Beck is a financial advisor at Annex Wealth Management, LLC with 24 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Annex Wealth Management since 2009. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse clientele, including individual and high-net-worth households, pension plans, charitable organizations, and government agencies. The firm employs a team-based, core-and-tactical investment approach and offers multiple service models tailored to client needs.

Joshua Woodbury Phipps is a financial advisor at NorthRock Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Vantage Financial Partners, UMB Fund Services, and UMB Distribution Services. NorthRock Partners provides wealth management and advisory services to a range of clients, including individuals, trusts, estates, and retirement plans. The firm employs a tailored investment approach focused on diversification, asset allocation, and ongoing oversight, including private market allocations and the use of AI tools to support investment decisions.

Randy Derbick is a financial advisor at Global View Capital Management LLC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Purshe Kaplan Sterling Investments. He is also the owner of Derbick Enterprises, LLC. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm utilizes a technical and quantitative investment approach supported by an in-house research platform and offers a range of managed account programs and platform integrations.

Megan Behnke is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and three years of industry experience. She is also involved with several related affiliates of Global View Capital, including insurance services and advisory marketing. Outside of her advisory work, she serves as treasurer for a local elementary school Parent Teacher Organization. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, utilizing a model-driven approach based on technical and quantitative methods. The firm also operates a proprietary research platform that supports its investment strategies and offers a range of managed account options.

George Parkhill is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Northwestern Mutual, Bankers Bank, Merrill Lynch, and JP Morgan. Annex Wealth Management serves a diverse client base ranging from individual and high-net-worth households to pension plans, trusts, and government agencies. The firm employs a team-driven investment approach that combines core and tactical strategies across various asset types and offers multiple service models tailored to different client needs.

Jake Steffens is a financial advisor at ON Investment Management Company with seven years of industry experience. He holds a Series 66 credential and has been affiliated with The O.N. Equity Sales Company, Ohio National Financial Services, and Steffens Insurance Group, Inc. since 2017. He is also involved as a junior agent with V3 Financial Wealth Strategies and serves as a licensed subscriber for a technology platform that supports wills and trusts. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs.

Mark Schaefer is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Wisconsin, Blue Mound Country Club, and the Wauwatosa School District. Annex Wealth Management is an SEC-registered firm managing over $8 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process using a core-and-tactical framework with various asset classes, offering comprehensive wealth management, retirement consulting, and an online goals-based service called Annex Ignite.

James Hamer is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Global View Capital Management since 2014 and previously at Purshe Kaplan Sterling Investments. In addition to advisory work, he is involved with Global View Capital Insurance Services, where he sells life, long-term care, and disability insurance as well as fixed annuities. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a technical and quantitative investment approach supported by an in-house research platform and offers a variety of managed account options including sub-advisory and ETF-focused programs.

Donald Gross Jr. is a financial advisor with Harbour Investments, Inc. and Capital Financial Group, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with both firms since 2002. Outside of his advisory role, he is also an independent insurance agent specializing in equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm offers customized portfolio management using a combination of fundamental and technical analysis, and delivers solutions through various platforms and third-party arrangements.

Dylan Adler is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior roles include positions at Royal Alliance, Pensionmark Financial Group, and TFS Securities, Inc. Annex Wealth Management serves a diverse client base including individual and high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-based investment approach combining core and tactical strategies across various asset classes and offers multiple service models tailored to different client needs.

Jacob Gustafson is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Great Valley Advisor Group since 2016 and LPL Financial since 2015. 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, utilizing both in-house strategies and third-party managers across various platforms.

Logan Kepler is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with two years of industry experience. He joined Annex Wealth Management in 2023 after roles at the University of Wisconsin–Madison and other positions. Annex Wealth Management is an SEC-registered advisory firm managing over $8 billion for nearly 10,000 clients, including individuals, institutions, and charitable organizations. The firm employs a team-oriented investment process blending various asset classes, offers discretionary portfolio management, and provides a range of wealth management and financial planning services.

Clayton Tyree is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Harbour Investments, Inc. and has prior experience at NEXT Financial Group, Inc. and The Leist Group, LLC. Outside of his advisory roles, he is an independent insurance agent affiliated with The Leist Group, LLC. Harbour Investments, Inc. provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to construct customized portfolios using various instruments, and offers model-based solutions through a subscription platform.

Andrew Powell is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with one year of industry experience. Prior to joining Annex, he worked at Cornell University for four years and Collier County Public Schools for twelve years. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for about 9,800 clients across individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process blending ETFs, mutual funds, equities, fixed income, options, alternative investments, and custom indexing, while also offering accounting, tax, and insurance services through affiliated entities.

Michael Kirk is a CFP® professional at Annex Wealth Management, LLC with 10 years of industry experience. He has held roles at various firms including Think HR, Quest CE, and E-Money before joining Annex Wealth Management in 2023. Annex Wealth Management serves nearly 9,800 clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering wealth management, financial planning, and discretionary portfolio management. The firm employs a team-based investment approach blending ETFs, mutual funds, equities, fixed income, options, and alternative investments within a core-and-tactical framework.