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.

Monica Tennie is a financial advisor at Global View Capital Management LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several Global View affiliates since 2010. Outside of her advisory role, Tennie owns a bed and breakfast and is involved in marketing and selling Medicare and health insurance plans. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a technology-driven approach using algorithmic research and quantitative methods to manage investments according to risk profiles and specific objectives.

Mitchell Vanden Heuvel is a financial advisor at Annex Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Thrivent and Humana Insurance. Annex Wealth Management serves a diverse client base including individual and high-net-worth households, pension plans, trusts, corporations, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies and offers multiple service models tailored to client needs.

Dustin Hanson is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes positions at Securian Financial Services, Minnesota Life Insurance Company, and Principal Securities. He is also licensed as an insurance agent, specializing in life, health, annuities, and variable insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers its solutions primarily through a platform relationship with Envestnet and operates within the broader Mutual of Omaha group alongside broker-dealer and insurance distribution businesses.

Michael Schelble is a CFA® charterholder with 27 years of industry experience. He has been with Provident Trust Company in Waukesha, WI since 1999. Provident Trust Company provides investment advisory, fiduciary, and custody services to a diverse client base that includes individuals, trusts, estates, corporations, and investment companies. The firm employs a multi-cap, "Growth at Reasonable Prices" equity discipline with focused portfolios and balanced strategies, combining bottom-up stock selection with top-down economic forecasts.

Clayton Beilfuss is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at Johnson Financial Group, Altra Federal Credit Union, and Associated Bank. Outside of finance, he has worked in community and fitness roles, including at the YMCA and Westwood Health and Fitness. Annex Wealth Management is a multi-team SEC-registered firm managing approximately $8.05 billion for about 9,800 clients across various types of accounts. The firm uses a team-oriented investment process blending ETFs, mutual funds, equities, fixed income, options, and alternatives, offering discretionary management and financial planning services to individuals, institutions, and charitable organizations.

Edward Devinger is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including over a decade with Great Valley Advisor Group and LPL Financial. Devinger is also involved with Next Level Planning & Wealth Management. 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, utilizing a combination of in-house strategies and third-party managers across multiple platforms.

Dennis Bureta is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has managed accounting and tax preparation services as a certified public accountant since 1989. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative research, supported by an in-house research arm that delivers daily rankings and buy/sell alerts.

Paul Baures is a financial advisor at Provident Trust Company with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Provident Trust Company since 2020, alongside his ongoing role at Broadview Advisors, LLC since 2001. Provident Trust Company provides investment advisory, fiduciary, and custody services to a diverse client base, including individuals, trusts, estates, corporations, and investment companies. The firm employs a multi-cap, “Growth at Reasonable Prices” equity discipline, focusing on concentrated U.S. equity portfolios complemented by balanced strategies and fixed-income exposure, with most accounts managed on a discretionary basis.