John Deroche Jr. is a Series 65-licensed advisor at Annex Wealth Management, LLC with four years of industry experience. His prior roles include positions at Foley & Lardner and Northwestern Mutual, as well as experience in various educational and community organizations. 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 uses a team-driven, core-and-tactical investment approach and offers a range of service models to accommodate different client needs.

Kyle Gilbertson is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He previously worked at Robert W. Baird for twelve years and currently has other business activities including serving as an independent insurance agent and involvement with Two Birds Event Group as an event bartender. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities, offering a range of portfolio management and financial planning services with multiple investment approaches tailored by individual advisers and third-party managers.

Eric Thompson is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with a Series 65 credential and seven years of industry experience. He worked at Park Bank from 2014 to 2021 before joining Annex Wealth Management, where he has been advising clients since 2021. 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, trusts, and corporate entities. The firm employs a team-oriented investment process that integrates a core-and-tactical framework using ETFs, mutual funds, equities, fixed income, options, and alternative investments, offering comprehensive wealth management and financial planning services.

David Fono is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Amazon and US Bank. 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 employs a team-based investment approach combining core and tactical strategies across various asset classes and offers multiple service models tailored to client needs.

Katherine Doyle is a financial advisor with Annex Wealth Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She previously worked at Madison Investments for five years and Reinhart Partners, Inc. for 23 years. Annex Wealth Management serves a diverse client base, including individuals, high-net-worth families, pension plans, and government agencies, offering wealth management, financial planning, and discretionary portfolio management. The firm employs a team-based investment approach that integrates core-and-tactical strategies across various asset types, and provides multiple service models tailored to different client needs.

David Stamm is a CFA® charterholder with 15 years of industry experience, currently serving at Dana Investment Advisors Inc since 2007. He is based in Waukesha, WI, and has spent his entire advisory career with Dana. 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 emphasizes relative-value equity selection and fixed-income strategies, integrating ESG screening and accommodating client-directed social or faith-based exclusions.

Jacob Hauser is a CFP® professional with six years of industry experience, currently serving as an advisor at Annex Wealth Management, LLC since 2017. Prior to joining Annex, he worked at Nassco Inc for two years. Annex Wealth Management is a multi-team SEC-registered advisory firm that manages over $8 billion for nearly 9,800 clients across various segments, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment approach combining ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments, while providing comprehensive wealth management, financial planning, and retirement consulting services.

Leesa Gilliam is a financial advisor at Annex Wealth Management, LLC with 17 years of industry experience. She holds Series 66 and Series 65 designations and has previously worked at PNC Bank, PNC Investments, and BMO Harris Financial Advisors. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base that includes individuals, high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-based investment approach combining core and tactical strategies across various asset classes and provides multiple service models tailored to client needs.

Kathleen Bilansky is a financial advisor at Kovack Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has worked at Kovack Securities, Inc. since 2019. Bilansky is also involved with AJH Wealth Management, where she performs client services and administrative roles. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and pension plans, through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs, offers financial planning and asset management, and monitors third-party managers to align portfolios with client goals.

Robert Leuty is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Dana Investment Advisors, Inc. since 2002. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolios, emphasizing relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity, while integrating ESG screening and client-directed exclusions.

Patrick Maddox is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked at LPL Financial, Pruco Securities LLC, and Fleming Financial Group LLC. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. 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.

Jennifer Jesse is a CFP® professional with four years of industry experience. She has worked at Annex Wealth Management since 2018, with prior experience at Strategic Wealth Partners and United Cerebral Palsy. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse range of clients, including individuals, pension plans, trusts, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies and offers multiple service models to accommodate varying client needs.

Arabella Parins is a CFP® professional with three years of industry experience, currently serving at Annex Wealth Management, LLC. Her prior work includes roles at the University of Wisconsin–Madison and the Sauk Prairie School District. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for about 9,800 clients, offering comprehensive wealth management, discretionary portfolio management, retirement consulting, and a goals-based online service. The firm employs a team-oriented investment process that utilizes a core-and-tactical framework across various asset classes and maintains cross-disciplinary capabilities including accounting, tax services, and insurance product distribution.

Kenneth Pollard Jr. is a CFP® professional at Annex Wealth Management, LLC with experience at several firms including Sapient Capital LLC and Abbot Downing (Wells Fargo). He has been with Annex Wealth Management since 2026. 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 uses a team-driven, core-and-tactical investment approach and offers multiple service models to accommodate a range of client needs.

Charles Claussen is a CFP® and ChFC® affiliated with Annex Wealth Management, LLC, with 10 years of industry experience. His prior roles include positions at Transcend Advisor Group, CliftonLarsonAllen Wealth Advisors, The Prudential Insurance Company of America, and Hightower Securities. Outside of his advisory work, he serves as treasurer for The Lupus Foundation, where he reviews financial transactions and attends board meetings. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8 billion for nearly 10,000 clients, serving individuals, plans, nonprofits, trusts, and corporations. The firm employs a team-oriented investment process featuring a core-and-tactical approach across multiple asset classes and offers comprehensive wealth management, retirement consulting, and a goals-based online platform.

Pieter Mulder is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at The Harvey House, The Nitty Gritty, and several other organizations. He has also been involved with USA Hockey and educational institutions such as Alexandria School District 206 and the University of St. Thomas. Annex Wealth Management serves a diverse client base including individuals, high-net-worth households, pension plans, charitable organizations, 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 to accommodate different client needs.

Maxwell Boehm is a financial advisor at Encompass More Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked with several firms including SCF Investment Advisors, Global View Capital Management, and Du Charme Financial & Business Solutions. Outside of finance, he is involved in marketing and administrative roles at Health Hut Natural Foods, Inc., and volunteers as a ward clerk for The Church of Jesus Christ of Latter-Day Saints. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers and manages roughly $985 million across about 85 advisors for approximately 4,000 clients.

Rebecca Posig is a CFP® and Series 65-licensed advisor with three years of industry experience. She is currently with Annex Wealth Management, LLC and has prior experience at Kowal Investment Group as well as roles in education and administration at Carroll University and the Greenfield 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, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-driven, core-and-tactical investment approach and offers multiple service models, as well as affiliated tax and insurance services.

David Hessel is a financial advisor at Encompass More Asset Management LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Global View Capital Management, LLC, and Mutual of Omaha Investor Services. He is also a licensed insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that incorporates quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.

Eric Becker is a financial advisor at Encompass More Asset Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, Inc. and Global View Capital Management, LLC. Becker is also a licensed independent insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.