John Thompson is a financial advisor with Annex Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He has worked at Annex Wealth Management since 2021 and previously spent 11 years with ALPS Holdings. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients across more than 6,700 households. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities, offering comprehensive wealth management, discretionary portfolio management, retirement consulting, and a consumer-focused, goals-based online service called Annex Ignite.

Mcgarry Murray is a financial advisor at Gibbs Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Brookstone Capital Management and Simplicity Wealth, LLC. Outside of his advisory role, Murray is a self-employed insurance agent and is involved in residential real estate investment and renovation through multiple ventures. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing advisor-directed model management and sub-advisory arrangements to implement client portfolios.

Connor Allen is a CFP®-certified financial advisor with five years of industry experience. He is currently with Annex Wealth Management, LLC, having joined the firm in 2025 after five years at Baird. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities, using a team-oriented investment approach that combines ETFs, mutual funds, individual equities, fixed income, options, and selective alternative investments.

Nikolas Hillstrom is a Series 65 licensed financial advisor at Annex Wealth Management, LLC with three years of industry experience. Prior to joining Annex Wealth Management in 2022, he held positions at Lincoln Contracting Supply, UW Whitewater, Sendiks Food Market, and Franklin Public Schools. Annex Wealth Management is an SEC-registered 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 that incorporates a core-and-tactical framework across various asset classes and offers comprehensive wealth management, financial planning, and retirement consulting services.

David Muchow is a CFP® professional with 16 years of industry experience. He currently works at Aspiriant, LLC, where he has held various roles since 2012. Prior to Aspiriant, he was with Deloitte Investment Advisors LLC for four years. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services. The firm offers customized investment programs through a variety of implementation options and also manages public mutual funds that invest in private assets.

Jill Spielmann Carter is a wealth advisor at Johnson Wealth Inc. in Waukesha, WI, with one year of industry experience. She holds Series 63 and Series 65 licenses and has been employed with Johnson Wealth Inc. since 2016 and Johnson Bank since 2015. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, business and government entities, and other investment advisers, including its affiliate Johnson Bank. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers a range of strategies implemented through model portfolios, mutual funds, ETFs, individual securities, and curated private investments.

Anthony Thorn is a CFA® charterholder at Annex Wealth Management, LLC with one year of industry experience. Prior to joining Annex Wealth Management, he worked for five years at Morningstar and spent four years at the University of Wisconsin–Madison. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse range of clients, including individual and 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 types and offers multiple service models tailored to client needs.

Brady Michaelis is a CFP® with three years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. He has a diverse work history including roles at Super Sealers Asphalt, Kwik Trip, and the University of Wisconsin Whitewater. Michaelis also serves as a 2nd Lieutenant in the U.S. Army. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a wide range of clients, including individuals, high-net-worth households, pension plans, and government agencies. The firm employs a team-based investment approach featuring a core-and-tactical philosophy and offers multiple service models to accommodate varying client needs.

Mary Ellen Krueger is a financial advisor at Aspiriant, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Aspiriant since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside comprehensive wealth planning and family office services. The firm offers customized investment programs and distinctive features including enhanced family office capabilities and sponsorship of public mutual funds investing in private assets.

Shannon Smith is a Series 66-licensed financial advisor with 20 years of industry experience. Currently at Intrua Financial, she has previously worked at LPL Financial, Freedom Wealth Alliance, Wells Fargo Advisors, and Morgan Stanley. She is also a notary public in Brookfield, Wisconsin. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm offers asset management, financial planning, and retirement plan consulting using a blend of fundamental, portfolio theory, and technical analysis to create customized investment strategies.

Karen Danczyk is a financial advisor at Global View Capital Management LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Global View Capital Management since 2014. In addition to her advisory role, she is the sole member and bookkeeper of Danczyk Design & Builders, LLC, a construction business focusing on residential and commercial projects. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach emphasizes technical and quantitative analysis applied to ETFs and mutual funds, using proprietary research and execution infrastructure to manage portfolios and retirement plan assets.

Jonathan Riesch is a financial advisor with Global View Capital Management LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Fidelity Investments and Equitable Advisors. Riesch is also co-trustee of a family farm. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and a range of managed account solutions.

Luis Castellanos Solano is a financial advisor at Annex Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Annex, he worked at Deloitte Tax LLP and Strohm Ballweg, LLP and has academic experience at the University of Wisconsin–Whitewater. 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-driven investment approach that combines core and tactical strategies using a variety of asset types, and offers multiple service models tailored to clients’ needs.

Debra Selle is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Global View Capital Advisors and Purshe Kaplan Sterling Investments in her career. Outside of advising, she serves as Chief Operations Officer for multiple affiliated entities within the Global View Capital group, managing registration, operations, and insurance sales. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a quantitative investment approach focused on momentum, relative strength, and trend-following strategies applied to ETFs and mutual funds, supported by proprietary research and a range of managed account platforms.

Tracy Reierson is a financial advisor with Global View Capital Management LLC based in Waukesha, WI. She holds Series 63 and Series 65 licenses and has 22 years of industry experience, including roles at Principal Life Insurance Company and True North Advisors of Wisconsin. She is also president of Reierson Financial, LLC, a business entity used for managing business sales and tax purposes. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis applied to ETFs and mutual funds and integrates proprietary research and execution infrastructure to manage discretionary retirement plan assets.

Daniel Wanzenberg is a financial advisor at Dana Investment Advisors Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moody Aldrich Partners, LLC, APS Labs, LLC, and Belridge Capital, LLC prior to joining Dana Investment Advisors in 2026. Dana Investment Advisors manages approximately $6.1 billion for a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management through various account structures. The firm combines relative-value and concentrated equity strategies with fixed-income approaches and integrates ESG and faith-based screening upon client request.

Mark Mirsberger is a financial advisor at Dana Investment Advisors Inc with 33 years of industry experience. He has been with Dana Investment Advisors since 1991. He holds the Series 63 designation. Dana Investment Advisors is an independent investment management firm serving individual and institutional clients, including pension and profit-sharing plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm manages equity and fixed-income portfolios through various platforms and incorporates ESG screening and client-directed social or faith-based exclusions in its investment process.

Daniel Benedum is a financial advisor with Gladstone Wealth Partners and holds the Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Morgan Stanley and LPL Financial. Benedum also provides investment advisory services through Silverleaf Advisor Group, an independent advisory firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an emphasis on retirement-plan services and institutional manager relationships.

Edward Noll is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 designation and four years of industry experience. His work history includes roles at Navigation Wealth Management, UW-Whitewater, The Bikesmiths, and Arrowhead High School. Outside of advising, he is involved in residential rental property management in Oconomowoc, WI. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolio strategies and a range of affiliated services.

Julie Douglas Maddox is a financial advisor with Great Valley Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. She has 42 years of industry experience, including a long tenure at The Prudential Insurance Company of America and Pruco Securities prior to joining Great Valley Advisor Group and LPL Financial in 2019. Maddox is involved in a related business activity operating under the name 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 provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting using both in-house strategies and third-party managers across various platforms.