Alexander Fons is a financial advisor at Global View Capital Management LLC with six years of industry experience. He holds a Series 65 credential and previously worked at PricewaterhouseCoopers and US Bank. Outside of advisory work, he is a member of Eagle Home Solutions, LLC, a real estate business. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses a quantitative and technical investment approach supported by its proprietary research platform and offers a range of managed account solutions including SMAs and ETF-only options.

Michael Reisel is a financial advisor with Belpointe Asset Management LLC in Hartland, WI, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior experience includes roles at Redwood Financial Strategies, Waddell & Reed Inc., M4 Financial Partners LLC, and MassMutual Life Insurance Company. Outside of his advisory work, he serves on the board of Scherrer Cares Inc., a nonprofit promoting anti-bullying initiatives in K-12 schools, and he owns a business consulting and coaching service called CEO to CEO. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and various advisory relationships.

David Fisher is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual Investment Management and Johnson Bank. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients across individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-driven investment process that combines ETFs, mutual funds, equities, fixed income, options, alternatives, and custom indexing, offering comprehensive wealth management and financial planning services.

Corey Mader is a CFA® charterholder with seven years of industry experience. He has worked at Aspiriant, LLC since 2014. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting. The firm offers customized investment programs using a variety of implementation options and supplements its services with accounting, banking support, tax and estate planning, and access to private investments.

Cory Borcherdt is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with four years of industry experience. He holds the Series 65 designation and has previously worked at US Bank Global Fund and Tri City National Bank. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including high-net-worth households, pension plans, and government agencies. The firm employs a team-driven investment approach that combines core and tactical strategies across a range of asset classes and offers multiple service models tailored to client needs.

Jason Speich is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Great Valley since 2021 and is also associated with LPL Financial and Jason Speich LLC, his own business entity focused on tax and investment matters. 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, using a combination of in-house strategies and third-party managers across multiple platforms.

Brandon Arps is a CFP® with 13 years of industry experience, currently serving as an advisor at Annex Wealth Management, LLC since 2017. He previously worked at BMO Harris Financial Advisors and H. Beck, Inc. Arps is also involved with Annex Insurance Services, LLC, which assists clients in acquiring insurance products without receiving commissions. Annex Wealth Management is a multi-team SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment approach combining ETFs, mutual funds, individual equities, fixed income, options, and alternative investments, while also providing services such as comprehensive wealth management, discretionary portfolio management, and retirement consulting.

Christina Lopes Serrao is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and four years of industry experience. Her career includes roles at multiple related entities within the Global View Capital group and prior work at Reiersen Financial. She also serves as an insurance agent marketing life, long-term care, disability insurance products, and fixed annuities. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, technical approach to investment selection supported by its proprietary research platform and offers a variety of managed account options.

Dina Fliss is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been affiliated with multiple Global View entities since 2010, including serving as president and investment adviser representative of Global View Capital Management, LLC. Outside of her advisory role, she holds leadership positions in several privately owned business entities and serves on the board of the National Association of Active Investment Managers. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach using technical and quantitative methods, supported by its proprietary research platform, and offers a range of managed account programs and third-party platform integrations.

Michael Donnan is a financial advisor at Annex Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including AEGIS Financial and Raymond James Financial Services. Donnan is also involved as an insurance agent with Bowman Insurance Services, providing asset protection advice. Annex Wealth Management delivers wealth management, financial planning, and discretionary portfolio management to a diverse client base, ranging from individual and high-net-worth households to pension plans and government agencies. The firm utilizes a team-driven, core-and-tactical investment approach and offers multiple service models, including an online platform and comprehensive wealth management for more complex client needs.

Cory Spencer is a financial advisor at Belpointe Asset Management LLC with the Series 65 designation and four years of industry experience. He has worked at Belpointe since 2022 and has prior experience with Legacy Partners Group, Guardian Resources, and Johnson Law Group PA. Outside of his advisory role, Spencer is involved in estate planning law through Nylen Partners, LLC. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through advisor-specific strategies, model portfolios, and third-party co- or sub-advisory relationships.

John Augustin is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Harbour Investments, Inc. since 2001 and is currently associated with Wealth Distribution Strategies. In addition to his advisory roles, he operates as an independent insurance agent, including work with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a blend of fundamental and technical analysis to create customized investment strategies and offers a range of portfolio management services, including model-based solutions delivered through a subscription platform.

Hyatt Harper is a CFP® professional with 18 years of experience, currently serving at Mutual of Omaha Investor Services, Inc. He has been affiliated with Mutual of Omaha Insurance Company since 2006. Outside of his advisory role, he is a 40% owner of Clarity Financial LLC and co-owner of Clarity Real Estate LLC, which manages office property in Hopkins, MN. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and managed account solutions, working primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and third-party managers.

Sarah Kyle is a financial advisor at Annex Wealth Management, LLC with 21 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at BMO Harris Private Bank, TIAA-CREF, and RBC Capital Markets. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process using a core-and-tactical framework across multiple asset classes and offers comprehensive wealth management, financial planning, and discretionary portfolio management services.

Mark Dittmann is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Global View Capital, he worked at Cambridge Investment Research and spent nearly two decades at Harley-Davidson Motor Company. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans, using a quantitative and technical investment approach supported by an in-house algorithmic research platform.

Jeffrey Stanich Jr. is a CFP® professional with seven years of industry experience, currently serving at Annex Wealth Management, LLC since 2020. His prior roles include positions at Nadler Financial Group, Ausdal Financial Partners, and Northwestern Mutual. Outside of advising, he is an owner of a Chicago Board of Trade full seat, which he has leased since 2017. Annex Wealth Management is an SEC-registered advisory firm managing over $8 billion for nearly 10,000 clients, including individuals, pensions, charitable organizations, and corporate entities. The firm employs a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options, and alternative investments within a discretionary management framework, alongside integrated accounting and insurance services.

Benjamin Mee is a financial advisor with Stephens in Dousman, WI, holding a Series 66 designation and three years of industry experience. His work history includes multiple roles at Stephens Inc. as well as positions at Generac Holdings, Alpha Investment Consulting Group, and Riverwater Partners. Outside of finance, Mee has experience with the Milwaukee Kickers Soccer Club and Trinity Three Irish Pubs. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines broker-dealer and investment banking activities alongside advisory services.

Darren Liberski is a financial advisor with intrua Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Freedom Wealth Alliance and LPL Financial since 2014 and currently serves as a registered investment advisor through intrua Financial. Outside of his advisory roles, he is a notary public. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment approach combining fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management.

Anatole Kamentz is a financial advisor with Global View Capital Management LLC, holding a Series 63 designation and bringing 31 years of industry experience. He has been associated with Global View Capital Advisors and related entities since 2013. In addition to his advisory work, he owns and operates Jana's Tax Service, providing tax preparation and planning for individuals and businesses. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a suitability questionnaire to determine risk profiles and uses technical and quantitative methods to manage strategies, supported by its proprietary research platform.

Thomas Parks is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Annex Wealth Management since 2014 and previously worked at H. Beck, Inc. He serves on the boards of the Independent Business Association of Wisconsin and HPGM, organizations focused on business networking and Hispanic professional community engagement, respectively. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, alternatives, and custom indexing, supported by its affiliated accounting and insurance services and a range of client educational resources.