Gregory Dahlman is a CFA® charterholder with 17 years of industry experience, currently serving at Dana Investment Advisors, Inc. since 2006. He holds a Series 63 license and is based in Waukesha, WI. Dana Investment Advisors, Inc. is an independent investment management firm providing supervisory services to individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm employs a relative-value equity selection process alongside fixed-income strategies focused on income and credit quality, and integrates ESG screening while accommodating client-directed social or faith-based exclusions.

Nicholas Abt is a Series 65 licensed advisor with Global View Capital Management LLC, bringing four years of industry experience. He has worked at Global View Capital Management and its affiliate Global View Capital Advisors since 2022, and also holds a long-term position as a system analyst at Fidelity Information Services. Outside of his advisory role, he serves as treasurer for Ozaukee Lodge #17, a fraternal organization. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach, using proprietary algorithmic research to guide model strategies aligned with clients’ risk profiles and time horizons.

Joshua Te Stroete is a financial advisor with Intrua Financial in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial LLC, Harbour Investments, Inc, and Concorde Investment Services, LLC. Outside of his advisory work, he is employed part-time as a high school wrestling coach for Cedar Grove-Belgium High School. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary management, including access to third-party managers and wrap programs.

Michael Mihm is a financial advisor at Annex Wealth Management, LLC with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at H. Beck, Inc. and BMO Harris Bank. Mihm is also involved with Annex Insurance Services LLC, which offers insurance to clients without receiving commissions. Annex Wealth Management is a multi-team advisory firm managing approximately $8.05 billion for nearly 9,800 clients across various segments, including high-net-worth individuals and institutional entities. The firm employs a team-oriented, core-and-tactical investment approach and integrates accounting, tax, and insurance services through affiliated businesses.

Jacob Vander Galien is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI. He holds a Series 65 designation and has one year of industry experience, including prior work at Northwestern Mutual and Culvers. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves a diverse client base with comprehensive wealth management, discretionary portfolio management, and retirement consulting, employing a team-oriented investment process that integrates ETFs, mutual funds, individual equities, fixed income, options, and alternative investments.

Jude Kave is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Great Valley Advisor Group, Inc., LPL Financial, LLC, and Householder Group Estate & Retirement Specialists. Outside of advising, he manages Proportunity Real Estate LLC, a residential real estate investment business. 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 customized portfolio management, financial planning, and retirement-plan consulting through various advisor-specific styles and third-party manager relationships.

Nathan Baumann is a financial advisor with Intrua Financial in Brookfield, WI, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Intrua Financial, he worked at Northwestern Mutual and has experience in hospitality as a part-time cook. Baumann also performs contract work assisting Larson Financial Group’s trading team with trading and rebalancing tasks. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized investment strategies, managing approximately $1.76 billion in client assets as of the end of 2024.

Austin Grandinetti is a CFP® with five years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. He has held prior roles at Morgan Stanley and Robert W. Baird. Outside of finance, his background includes positions in diverse industries such as Red Bull North America and the University of Wisconsin Athletic Department. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management for a varied client base, including high-net-worth individuals, pension plans, charitable organizations, and government agencies. The firm employs a team-driven investment process and offers multiple service models tailored to different client needs, supported by distinctive affiliations including a CPA firm and an insurance services affiliate.

Heather Shutta is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 designation with nine years of experience at the firm. Prior to joining Annex, she worked at Aldi and the University of Wisconsin Oshkosh. 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, charitable organizations, and government agencies. The firm employs a team-based investment approach using a core-and-tactical philosophy and offers multiple service models tailored to clients’ varying needs.

Noi Sayaovong is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining Annex in 2020, he worked for Voit & Company, LLC for 10 years. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion across a diverse client base, including individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments, and offers comprehensive wealth management, retirement consulting, and a goals-based online service called Annex Ignite.

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.

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.

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.