Anthony Ursetti is a financial advisor at Annex Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC, First Business Bank, U.S. Bancorp Investments, Inc., and U.S. Bank. He has also served as Vice President at First Business Bank. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse clientele, including individuals, high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm utilizes a team-based investment approach combining core and tactical strategies, and offers multiple service models catering to varying client needs.

John Himmelspach is a financial advisor at Annex Wealth Management, LLC, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax Advisory Services, and DBHW Wealth Partners. Outside of his advisory work, he has experience as a financial analyst supporting retirement and estate planning activities. 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-based investment approach with a core-and-tactical philosophy and offers multiple service models tailored to client needs.

Mark Beck is a financial advisor at Annex Wealth Management, LLC with 24 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Annex Wealth Management since 2009. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse clientele, including individual and high-net-worth households, pension plans, charitable organizations, and government agencies. The firm employs a team-based, core-and-tactical investment approach and offers multiple service models tailored to client needs.

Joshua Woodbury Phipps is a financial advisor at Johnson Wealth Inc. with one year of industry experience. He holds the Series 65 designation and has worked at firms including Johnson Bank, NorthRock Partners LLC, Vantage Financial Partners, and UMB Fund Services. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing approximately $10.35 billion in client assets. The firm serves high-net-worth individuals, families, trusts, foundations, not-for-profits, business and government entities, and other advisers, offering portfolio management, financial planning, retirement consulting, and access to private investments. Its investment approach emphasizes long-term, purpose-driven strategies based on asset allocation, model portfolios, and manager selection informed by both qualitative and quantitative analysis.

George Parkhill is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Northwestern Mutual, Bankers Bank, Merrill Lynch, and JP Morgan. Annex Wealth Management serves a diverse client base ranging from individual and high-net-worth households to pension plans, trusts, and government agencies. The firm employs a team-driven investment approach that combines core and tactical strategies across various asset types and offers multiple service models tailored to different client needs.

Mark Schaefer is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Wisconsin, Blue Mound Country Club, and the Wauwatosa School District. Annex Wealth Management is an SEC-registered firm managing over $8 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process using a core-and-tactical framework with various asset classes, offering comprehensive wealth management, retirement consulting, and an online goals-based service called Annex Ignite.

Michael Fishman Salnick is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Guthmann Tax Services LLC and EY. Outside of advisory work, he is a partner in a tax and accounting firm in Chicago and has involvement in other non-investment business activities. Harbour Investments serves a diverse client base including individual, trust, pension, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisers and approved third-party managers.

Dylan Adler is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior roles include positions at Royal Alliance, Pensionmark Financial Group, and TFS Securities, Inc. Annex Wealth Management serves a diverse client base 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 classes and offers multiple service models tailored to different client needs.

Logan Kepler is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with two years of industry experience. He joined Annex Wealth Management in 2023 after roles at the University of Wisconsin–Madison and other positions. Annex Wealth Management is an SEC-registered advisory firm managing over $8 billion for nearly 10,000 clients, including individuals, institutions, and charitable organizations. The firm employs a team-oriented investment process blending various asset classes, offers discretionary portfolio management, and provides a range of wealth management and financial planning services.

Clayton Tyree is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Harbour Investments, Inc. and has prior experience at NEXT Financial Group, Inc. and The Leist Group, LLC. Outside of his advisory roles, he is an independent insurance agent affiliated with The Leist Group, LLC. Harbour Investments, Inc. provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to construct customized portfolios using various instruments, and offers model-based solutions through a subscription platform.

Cruz Bernal is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation. He has one year of industry experience, including his current role at Johnson Wealth and prior work at Johnson Bank. Before entering the industry, he spent eight years in full-time education. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing approximately $10.35 billion in assets for a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutions. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Andrew Powell is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with one year of industry experience. Prior to joining Annex, he worked at Cornell University for four years and Collier County Public Schools for twelve years. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for about 9,800 clients across individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process blending ETFs, mutual funds, equities, fixed income, options, alternative investments, and custom indexing, while also offering accounting, tax, and insurance services through affiliated entities.

Michael Kirk is a CFP® professional at Annex Wealth Management, LLC with 10 years of industry experience. He has held roles at various firms including Think HR, Quest CE, and E-Money before joining Annex Wealth Management in 2023. Annex Wealth Management serves nearly 9,800 clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering wealth management, financial planning, and discretionary portfolio management. The firm employs a team-based investment approach blending ETFs, mutual funds, equities, fixed income, options, and alternative investments within a core-and-tactical framework.

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.

Tyler Jensen is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 credential. He has been with Johnson Wealth Inc. and Johnson Bank since 2024 and previously worked at Johnson Financial Group and Savaglia Financial Advisors. He also has experience working in academic settings at the University of Wisconsin-Madison and University of Wisconsin-Whitewater. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, 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 services such as portfolio management, investment policy development, trustee and board education, and specialized retirement planning.

James Janikowski is a Series 63-licensed financial advisor with 18 years of industry experience. He has worked at Dana Investment Advisors, Inc. since 2022 and previously spent 15 years at Legacy Capital Partners, Inc. He is also a member of LCP Holdco, LLC, a holding company related to the sale of Legacy Capital Partners' assets. 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.

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.

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.

Bansi Patel is a financial advisor at Brookwood Investment Group with one year of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Benjamin F. Edwards & Co., HSBC Bank USA, N.A., HSBC Securities USA, Inc., and Purdue Ventures. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and implements various instruments as appropriate, maintaining multiple affiliated businesses and platform relationships.