Aaron Bain is a Series 65-licensed advisor at Annex Wealth Management, LLC with one year of industry experience. His background includes roles in education and service industries prior to joining Annex. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individual and high-net-worth households, pension plans, and government agencies. The firm utilizes a team-driven investment approach with a core-and-tactical philosophy and provides multiple service models to accommodate varying client needs.

Andrew Rehorst is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI. He holds the Series 66 designation and has 10 years of industry experience, including 11 years at UBS Financial Services. He joined Annex Wealth Management in 2026. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients across individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm provides wealth management, financial planning, discretionary portfolio management, and retirement consulting through a team-oriented investment process that integrates ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Craig Rusch is a financial advisor at Apollon Wealth Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Independent Financial Group and SAGEPOINT FINANCIAL. Outside of his advisory role, he serves as president of the Fort Atkinson Wisconservation Club, a non-profit conservation organization. Apollon Wealth Management is a multi-team SEC-registered firm serving individuals, families, businesses, trusts, charitable organizations, and institutional clients. The firm offers comprehensive financial planning and portfolio management, combining centrally managed strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and alternative investments.

Rece Mulder is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding a Series 65 credential and beginning his advisory career in 2026. His prior work experience includes roles at Good Feet Store, BMOC, Saputo, and Trader Joe's, as well as university studies at the University of Wisconsin - Madison. 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 that combines core and tactical strategies across various asset classes and offers multiple service models tailored to clients' account sizes and complexity.

Susanne Lopez is a CFP® professional with 11 years of experience in the financial services industry. She has worked at Annex Wealth Management since 2019 and previously held roles at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services, LLC. Outside of her advisory work, she serves as a lead development coach at Shorewood Swim Club and manages administrative duties for a boat rental business, Wake the Lake, LLC. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8 billion for nearly 10,000 clients across individuals, pension plans, charities, trusts, and corporate entities. The firm employs a team-oriented investment process that combines core and tactical strategies using ETFs, mutual funds, individual securities, options, and alternatives, with discretionary management and ongoing portfolio oversight.

Marcella Nemke is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. She has been with Global View Capital Management since 2014 and has extensive experience in insurance services and financial marketing. Nemke serves as a finance council member for St. Florian Catholic Church, where she reviews financial activities and assists in preparing financial reports. 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 investment approach supported by its proprietary research platform and offers various managed account options, including personalized models and low-cost ETF portfolios.

Asbjorn Sanders is a CFP® professional with 24 years of industry experience, currently serving at Annex Wealth Management, LLC since 2022. His prior roles include positions at J.P. Morgan Securities and TIAA-CREF. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for around 9,800 clients, including individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, and alternative investments, offering discretionary portfolio management alongside accounting, tax, and insurance services through affiliated entities.

Kurt Zipp is a CFP® professional with 19 years of industry experience, currently serving at Belpointe Asset Management LLC and D.H. Hill Securities. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, Waddell & Reed Inc, and various insurance carriers. Outside of his advisory work, he holds public service positions as a trustee for the Village of Darien and as a member of the ORLC Board of Education, and he is involved in engineering consulting and sports officiating through his own businesses. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Brian Bartholomew is a financial advisor with Annex Wealth Management, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at RSM US Wealth Management LLC for three years before joining Annex in 2020. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and government agencies. The firm employs a team-driven investment approach using a core-and-tactical philosophy and offers multiple service models tailored to a range of client needs.

Andrew Houte is a CFP® with 23 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC since 2016 and LPL Financial since 2015. He also operates Next Level Planning & Wealth Management, providing non-variable insurance products and tax preparation services. 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.

Jake Janicek is a financial advisor at Annex Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at WFA Asset Management Corp. and UWM - Milwaukee. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, charitable organizations, and corporate entities. The firm employs a team-oriented investment approach using a core-and-tactical framework across various asset classes and offers comprehensive wealth management, discretionary portfolio management, and specialized consulting services.

Marvin Peplow is a financial advisor at Forum Financial Management, LP with 13 years of industry experience. He holds Series 66 and Series 65 licenses and has previously managed his own CPA firm, Peplow & Peplow LLC, since 2022. In addition to his advisory work, he oversees an accounting and tax practice. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios grounded in Modern Portfolio Theory, primarily employing institutional mutual funds and ETFs, and offers a range of portfolio management and financial planning services.

Benjamin Deremer is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and six years of industry experience. He has been with Harbour Investments since 2019 and also operates Deremer Agency since 2016. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management, financial planning, and advisory services, utilizing various investment approaches tailored by individual advisors and third-party managers.

Eric Turba is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. Before joining Annex Wealth Management, he worked at US Bank and has been affiliated with the University of Wisconsin Madison. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individual and high-net-worth households, pension plans, charities, trusts, corporations, and government agencies. The firm employs a team-based investment approach and provides multiple service models, including an online platform and comprehensive wealth management for more complex needs.

Brett Spaulding is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Mutual of Omaha Insurance Company and academic positions at Illinois State University and Franklin High School. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer for many accounts.

Andrew Hughes is a financial advisor at Lifemark Securities Corp. with 10 years of industry experience. He holds a Series 66 credential and has previously worked at Thrivent Financial for Lutherans and Farmers Financial Solutions. Outside of his advisory role, Hughes volunteers as a basketball coach and officiates high school basketball games, and he serves on the finance council at St. Joan of Arc Church. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers tailored, suitability-driven advice and manages accounts on both a discretionary and non-discretionary basis using a range of managed account options and platform tools.

Tyler Quinn is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential. He has a total of 12 years of industry experience, including prior roles at North Shore Bank and Nicholas & Company. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for around 9,800 clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process using a core-and-tactical approach across multiple asset classes and offers comprehensive wealth management, financial planning, and discretionary portfolio management services.

Michael Neumann is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors since 2020. In addition to his advisory role, Neumann is the CEO of Horizon Insurance Brokerage Group, where he has served since 2014. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Christopher Peck is a financial advisor with Harbour Investments, Inc. holding Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Harbour Investments since 1997 and also owns Peck Financial Group, where he provides tax preparation, estate planning, retirement planning, and wealth management services. Additionally, he operates as an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, utilizing a range of investment approaches and ongoing account monitoring.

Naomi Ackley is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with 11 years of industry experience. She previously worked at CedarPoint Investment Advisors (now Midland Financial Advisors) for five years before joining Annex Wealth Management in 2019. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process that combines discretionary portfolio management with a core-and-tactical framework utilizing ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments.