Ryan Van Blarcom is a CFP® and holds a Series 65 license with four years of experience in financial advisory roles. He is currently with Aprio Wealth Management, LLC and previously worked at Annex Wealth Management and U.S. Bank. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and trading strategies, while coordinating with an affiliated CPA firm for accounting and tax referrals.

Robert Du Charme is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at SCF Investment Advisors, Global View Capital Management, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he owns and operates Du Charme Financial Solutions and Du Charme Financial & Business Solutions, providing accounting, tax, and business consulting services. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors rather than corporate or charitable clients.

Michael Honkamp is a CFA® charterholder with 25 years of industry experience. He has been with Dana Investment Advisors Inc. since 1999 and also maintains a long-term association with Rochambo. Dana Investment Advisors, Inc. 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 manages equity and fixed-income portfolios using separately managed accounts, wrap programs, and model-based platforms, with an investment approach that emphasizes relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity.

Emerson Desjardins is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Harbour Investments, he worked at firms including Fisher Investments, Empower Advisory Group, and USAA. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment execution options tailored to advisor and client preferences.

James Sayas is a financial advisor at Encompass More Asset Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, Global View Capital Management, and Royalty Financial Planning and Insurance, among others. Outside of advising, he holds a strategic account executive role at The Craneware Group, a healthcare software company, and serves as a board member of the Wisconsin Alumni Association Waukesha County Chapter. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach that integrates quantitative, qualitative, and fundamental analysis on the Amplify platform.

Brenda Gebhardt is a financial advisor with Harbour Investments, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining Harbour in 2023, she worked at Cetera Advisors LLC and First Allied Advisory Services in various capacities. Outside of advising, she owns and operates Gebhardt Financial LLC and is an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Amy Kiiskila is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC since 2021. Her prior experience includes roles at Northwestern Mutual Investment Management and Michael Best & Friedrich, LLP. Outside of her advisory work, she serves as a trustee of the Barbara Ward Irrevocable Trust and holds board positions with the Women & Girls Fund of Waukesha County and the Catholic Community Foundation. Annex Wealth Management is an SEC-registered firm managing over $8 billion for nearly 10,000 clients across individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, and alternative investments, and offers comprehensive wealth management and financial planning services.

Jeffrey Butler is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at Nextstep Financial Wellness, LLC and Fortune Financial Services, Inc. Outside of advising, he is involved in managing operations for Butler Tree and Land LLC. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses a suitability questionnaire and primarily relies on technical and quantitative methods to guide investment selection, supported by its proprietary algorithmic research platform.

Lori Salyers is a Series 65-licensed financial advisor with Dana Investment Advisors Inc., based in Waukesha, WI. She has 16 years of industry experience and has been with Dana Investment Advisors since 2007. 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 employs relative-value equity selection and fixed-income strategies that incorporate ESG screening and client-directed exclusions, managing portfolios through separately managed accounts, wrap programs, and model-based platforms.

Philip Schweik is a financial advisor at Global View Capital Management LLC with eight years of industry experience. He holds a Series 65 credential and has been associated with various Global View Capital entities since 2015. Outside of his advisory work, Schweik owns and operates Hooksetters, a guided fishing service. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses algorithmic, technical, and quantitative methods to manage strategies based on client risk profiles and objectives.

Sean Mcleod is a CFA® charterholder and holds a Series 65 license. He has 10 years of industry experience and has been with Dana Investment Advisors, Inc. since 2016. Dana Investment Advisors manages approximately $6.1 billion for a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management through various account types and strategies. The firm employs a relative-value and concentrated equity approach combined with fixed-income strategies, incorporating ESG and faith-based screening upon client request.

James Mirsberger is a financial advisor at Dana Investment Advisors Inc with over 20 years of industry experience. He previously worked at Wells Fargo Capital Management for 17 years and Allspring Global Investments for three years before joining Dana in 2024. Dana Investment Advisors, Inc. 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, emphasizing relative-value equity selection and fixed-income strategies focused on income and credit quality while integrating ESG screening and accommodating client-directed social or faith-based exclusions.

Nolan Mc Intyre is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience at the University of Wisconsin-Madison and the University of Wisconsin-LaCrosse. Annex Wealth Management is an SEC-registered 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 that combines ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments within a core-and-tactical framework.

Jonathan Wojciechowski is a financial advisor with Packerland Brokerage Services, Inc. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Packerland Brokerage Services since 2006 and also owns and operates a beauty salon through Full Circle Enterprises. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various platforms and manages over $900 million in client assets.

Gary Mutz is a financial advisor at Packerland Brokerage Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Packerland since 1999. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, disability, and Medicare health plans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of account management options and manages over $900 million in client assets.

Carl Holzem is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at US Bank from 2010 to 2022. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm uses a team-oriented investment process with a core-and-tactical framework that incorporates a variety of asset types and strategies, and offers comprehensive wealth management and financial planning services.

Shane Rockweiler is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and 10 years of industry experience. He has been with Mutual of Omaha since 2015. Outside of advisory services, he is a one-third owner of 32Thirty Health Solutions LLC, which offers health insurance products including Medicare plans. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and serves a broad client base through MOIS-approved model portfolios and third-party money manager relationships.

Granthem Beck is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Annex Wealth Management, LLC and has previously worked at Liberty Financial Group, Inc., RMB Capital Management, LLC, and 5C Capital Management, LLC. He also has experience outside traditional advisory roles, including a position at Rivermoor Golf Club and time at the University of Wisconsin Parkside. Annex Wealth Management serves a diverse client base including individuals, high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm uses a team-driven, core-and-tactical investment approach with multiple service models and holds unique affiliations such as a controlling interest in a CPA firm and an affiliated insurance agency that supports a charitable foundation.

Robert Pulaski is a CFP® with 33 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 1999. His career includes over 27 years at Packerland, where he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in insurance sales and manages a commercial office building rental in Oconomowoc, WI. Packerland Brokerage Services, Inc. provides financial planning, portfolio management, and advisory program access to individuals, charities, corporations, and retirement plan sponsors. The firm offers both discretionary and non-discretionary account management through firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform, and is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer.

Derek Kohn is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Midland National and Ergo Bank, in addition to his long-standing association with Global View Capital entities since 2010. He serves as treasurer for the American Legion Post #395, a nonprofit military veterans organization. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a model-based investment approach using technical and quantitative methods, supported by its proprietary research platform, and offers various managed account programs including a low-cost, ETF-only option.