Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.

Andrew Richman is a financial advisor with Packerland Brokerage Services, Inc. in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Packerland Brokerage Services since 2009. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, long-term care, fixed, and indexed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through various platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets, and offers both brokerage and advisory implementation pathways.

Michael Cox is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Johnson Wealth Inc. since 2016 and concurrently serves as Senior Vice President and Wealth Advisor at Johnson Bank since 2012. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, not-for-profit organizations, and institutional investors. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies, offering services through various investment vehicles and maintaining a distinctive Pilot Program for airline pilots’ 401(k) accounts.

Michael Venturini is a financial advisor at Annex Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at HBeck from 2015 to 2018. Venturini has been with Annex Wealth Management since 2015. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and corporate entities, using a team-oriented investment approach that incorporates ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Reece Piotter is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Curi Capital, LLC and has prior experience at firms including RMB Capital, Madison Investments, and Reinhart Partners, Inc. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a range of strategies and vehicles.

Robert Schneider is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Johnson Wealth Inc. in Milwaukee, WI. His prior experience includes roles at Wealth Enhancement Advisory Services and multiple positions within Johnson Bank and Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in client assets, serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other advisers. The firm’s investment approach emphasizes long-term asset allocation, model portfolios, and manager selection guided by qualitative and quantitative analysis.

Matthew Krenke is a CFP®, ChFC®, and Series 66-licensed financial advisor at Annex Wealth Management, LLC with 19 years of industry experience. He has been with Annex Wealth Management since 2018 and previously worked at ASC Wealth & Retirement Advisors LLC. Krenke holds a Wisconsin health and life insurance license. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process with a core-and-tactical approach and offers comprehensive wealth management, retirement consulting, and a goals-based online service called Annex Ignite.

Austin Vande Slunt is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential. He has experience working at Home Path Financial, LP, Nike, the University of Wisconsin - Whitewater, and the Lomira School District. 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-driven investment approach combining core and tactical strategies across various asset classes and offers multiple service models tailored to clients’ needs.

Carla Zevnik Seufzer is a financial advisor with Harbour Investments, Inc. and ClearStep Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She is also a board member of the Xaverian Missionaries Advisory Board, a Catholic charity, where she participates in quarterly financial committee meetings. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multiple investment approaches tailored by individual advisors and third-party managers.

Jacquelyn Sklenar is a financial advisor at Annex Wealth Management, LLC with 33 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has worked at Annex Wealth Management since 2013. Prior to that, she was affiliated with H. Beck, Inc. from 2013 to 2018. Outside of advisory work, she is also an insurance agent with Annex Insurance Services, focusing on fixed insurance products. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients across over 6,700 households. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities using a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options, alternative investments, and custom indexing.

Peter Glowacki is a financial advisor at TCFG Investment Advisors, LLC with 43 years of industry experience. He has worked at City National Bank and RBC Capital Markets Corporation prior to joining TCFG. Glowacki holds Series 63 and Series 65 licenses. TCFG Investment Advisors manages approximately $639 million in assets and serves individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting through a team of 29 advisors using diverse analytical methods and strategies.

Justin Dahl is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Johnson Wealth Inc., he worked at Associated Trust Company, UMB Fund Services, and U.S. Bank. Dahl serves as a Senior Vice President Wealth Advisor at Johnson Bank, an investment-related affiliate of his firm. Johnson Wealth Inc. is an SEC-registered investment adviser managing over $10 billion in client assets for a diverse range of high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm employs a long-term, purpose-driven investment approach centered on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Roger Rama is a CFA® charterholder and Series 63 licensed advisor with seven years of experience at Silvercrest Asset Management Group LLC and four years at Cortina Asset Management. He is based in Milwaukee, WI. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions, managing over $28 billion in assets. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, alongside proprietary valuation tools and integrated quantitative risk analytics.

Nicole Gronholz is a CFP® professional with seven years of experience in financial advising. She has been with CliftonLarsonAllen Wealth Advisors, LLC since 2016. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios that include mutual funds and ETFs, combining both active and passive strategies with oversight from an Investment Committee.

Matthew Morzy is a CFP® professional with 20 years of experience in the financial services industry. He currently serves as an advisor at Merit Financial Advisors and previously worked at Annex Wealth Management, H. Beck, Inc., Scottrade, and PNC Wealth Management. Merit Financial Group is a multi-team advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach with centrally managed portfolios and offers a range of services including asset management, financial planning, retirement plan consulting, and employee financial-wellness programs.

John Jonas is a financial advisor at Great Valley Advisor Group, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked with Great Valley Advisor Group since 2016 and LPL Financial since 2015. Outside of his advisory role, he is a Notary Public in the state of Wisconsin. 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, employing a mix of in-house strategies and third-party managers across various platforms.

Richard Burling is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with F L Putnam Investment Management Co., where he has worked since 2026. Prior to that, he held roles at F/M Investments LLC, Ziegler Capital Management, Red Granite Advisors, and Robert Baird & Co. F.L. Putnam serves individual investors, families, and various institutions, offering customized, team-based investment management and advisory services that include internally managed and third-party strategies across multiple asset classes. The firm integrates macroeconomic and security-level research with options for sustainable investing and tax-aware approaches.

Paul Tourville is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Great Valley Advisor Group since 2016 and concurrently associated with LPL Financial, LLC since 2015. Tourville is also involved with Next Level Planning & Wealth Management in Brookfield, WI. 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, employing a mix of in-house strategies and third-party managers or platforms such as LPL, Fidelity, Schwab, and SEI.

Beau Gross is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Lido Advisors, LLC and Pegasus Partners. His background also includes roles outside finance, such as positions at Costco Wholesale and the University of Wisconsin - Oshkosh. Annex Wealth Management offers 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-driven investment approach combining core and tactical strategies across various asset classes and provides multiple service models to accommodate different client needs.

Graham Kessel is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI, holding a Series 66 designation and 12 years of industry experience. He has worked at Johnson Wealth Inc. since 2020 and is also an Assistant Vice President and Wealth Advisor at Johnson Bank since 2022. His prior experience includes roles at Wells Fargo Clearing and Merrill. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, not-for-profits, and other entities. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and a specialized pre-retirement program.