Scott Wellens is a CFP® professional with 14 years of industry experience, currently serving at Fortress Planning Group since 2011. He holds a Series 65 license and is based in Pewaukee, WI. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm follows a four-step consultative process and employs a diversified investment approach focused on value and small-cap exposures, primarily using Dimensional Fund Advisors funds.

Amanda Stark is a financial advisor at Operose Advisors LLC with a Series 65 designation and one year of industry experience. She previously worked at Vantage Financial Partners, LLC and EY, accumulating experience in related fields prior to joining Operose. Operose Advisors LLC provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm focuses on investment policy development, asset allocation, third-party manager selection, portfolio construction, and retirement plan oversight, with a notable role as general partner and adviser to the Operose Capital Funds.

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.

Eric Kulwicki is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He is affiliated with intrua Financial and has worked with Freedom Wealth Alliance and LPL Financial since 2016. He is the owner of Kulwicki Advisory Services, LLC, through which he provides investment and wealth management advisory services aligned with Intrua Financial. Kulwicki also owns Wisconsin Investor Education, LLC, a company focused on providing financial education. Intrua Financial is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create custom investment strategies and offers both discretionary and non-discretionary asset management along with comprehensive financial planning and retirement plan consulting.

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.

Chadwick Albano is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been associated with multiple related entities, including Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC, since 2010. His prior work experience includes over a decade at Robert Half International - Accountemps. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a technical and quantitative investment approach driven by proprietary algorithmic research, offering a range of managed account programs and platform options.

Reece Piotter is a financial advisor at Curi Capital, LLC, holding a Series 65 designation with two years of industry experience. His prior roles include positions at RMB Capital, Madison Investments, Reinhart Partners, and Northwestern Mutual. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a focus on bottom-up equity analysis and relative-value fixed income strategies.

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.

Eric Gibson is a CFP® and ChFC® with 23 years of industry experience. He has been with United/Mutual of Omaha since 2002. Outside of his advisory role, he serves as Co-Chairman and Supervisory Board Member of the Diamond Way Buddhism Foundation and works as a travelling teacher of Buddhism and meditation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning solutions. The firm utilizes third-party money managers and platform relationships to deliver tailored investment strategies.

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.

Andrea Argue is a CFP® professional with 22 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC in Waukesha, WI. She has worked at Householder Group Estate & Retirement Specialists, LPL Financial, Woodbury Financial Services, and MSI Financial Services. Argue is involved with Kave Family Financial, a related business she manages alongside her advisory role. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—as well as 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 with ongoing due diligence and portfolio oversight.

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.

Keith Butler is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, holding a Series 65 credential with six years of industry experience. He has worked at Annex Wealth Management since 2020 and previously spent eight years at US Bank, N.A. 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, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-based investment approach with a core-and-tactical philosophy and provides multiple service models ranging from an online platform for smaller accounts to comprehensive wealth management for more complex needs.

Justin Dahl is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 65 and Series 66 licenses. He has over 20 years of industry experience, including roles at U.S. Bank, UMB Fund Services, and Associated Trust Company. Dahl is also a senior vice president and wealth advisor at Johnson Bank, an investment-related affiliate. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional entities. The firm focuses on long-term, goal-driven asset allocation and manager selection, using proprietary methodologies and offering a range of investment strategies including private investments and 401(k) discretionary management for airline pilots.

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.