Michael Murtos is a CFP® with 35 years of industry experience, currently serving as an advisor at Annex Wealth Management, LLC since 2016. His prior experience includes roles at H. Beck, Inc., Cetera Wealth Services, LLC, and Coordinated Capital Securities, Inc. 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, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-based investment approach combining a core-and-tactical philosophy with a variety of investment vehicles and provides multiple service models tailored to client needs.

Mark Tate is a financial advisor at M HOLDINGS SECURITIES, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Associated Bank NA, LPL Financial LLC, and Associated Investment Services, Inc. Outside of his advisory work, Tate serves as a board member for CHILIMANIA, a local nonprofit that organizes fundraising events for scholarships and other community programs, and he is president of Youth Life Builders of Southern Wisconsin, a scholarship organization. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and business entities nationwide. The firm offers investment management, retirement plan consulting, financial planning, insurance advisory, and sub-advisory arrangements through a network of independent financial professionals.

Germaine Meverden is a financial advisor with Global View Capital Management LLC who holds Series 63 and Series 65 credentials and has 25 years of industry experience. Prior to joining Global View Capital Management in 2014, Meverden worked at Investment Advisors International, Inc. and Transamerica Financial Advisors. Outside of advisory work, Meverden is a Notary Public and serves as Executive Director at Experior Financial Group, Inc., which allows the offering of additional fixed insurance options to clients. 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, utilizing proprietary research and execution infrastructure to manage model-based portfolios and held-away retirement accounts.

Timothy Schwister is a financial advisor with Global View Capital Management LLC holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at New York Life and several insurance companies. Outside of advisory services, he serves as a regional director-volunteer for the Wisconsin Alliance for Civic Trust, a cross-partisan nonprofit organization. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and offers a variety of managed account solutions.

Daniel Fleming is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Great Valley Advisor Group and LPL Financial since 2017, and previously spent 16 years with The Prudential Insurance Company of America and Pruco Securities, LLC. 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 with regular due diligence and ongoing portfolio oversight.

John Selas is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. Outside of his advisory role, he is involved in non-variable insurance as an agent. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction with a combination of in-house strategies and third-party managers.

Peter Tourville is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at MSI Financial Services, Inc. and LPL Financial, LLC prior to joining Great Valley Advisor Group in 2016. He operates under the DBA Next Level Planning & Wealth Management, primarily focusing on investment-related activities. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm uses a combination of in-house strategies and third-party managers, conducting due diligence and offering discretionary and non-discretionary management alongside financial planning and retirement consulting.

Jon Landvatter is a financial advisor with TIAA-CREF based in Brookfield, WI, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Michael Feldmann is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at Gwfs Equities, Inc. since 2011 in addition to his current role at Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, with services closely integrated with Empower’s recordkeeping and administrative platforms.

Matthew Moylan is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and six years of industry experience. His background includes roles at Regency Wealth Partners and previous work in the education sector with the Pewaukee and Eau Claire School Districts. Moylan also spent over a decade with Wauesha Parks, Recreation & Forestry. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation and multi-manager portfolios, utilizing both passive and active investment strategies tailored to client risk profiles.

Erik Swenson is a financial advisor at Independent Financial Partners with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including LPL Financial and Retirement Plan Solutions. Outside of advisory work, he owns and operates a life coaching and spiritual healing business and serves on the board of a nonprofit organization called Dreams Faith Foundation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and a formal retirement-plan and pension consulting capability.

Kaitlyn Simon is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Baker Tilly and Gilson Inc. Outside of her advisory role, Kaitlyn is a member of a rental property group involved in short-term rentals through Airbnb. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment approach combines passive and active strategies overseen by an internal Investment Committee and offers a range of implementation tools including held-away account management and sub-advisory access.

Peter Jelacic is a CFP® professional with 20 years of industry experience. He currently serves as an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent several years with SVA Plumb Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a range of financial planning and consulting services.

Heidi Mclemore is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. She holds the Series 66 designation and previously worked for ROBERT W. BAIRD & Co. for 10 years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Amanda Sachs is a CFP® and ChFC® with 12 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at Steward Partners Investment Solutions, O'Hare Wealth Management, Raymond James Financial Services, and Merrill. Outside of her advisory role, she has part-time employment as a server at Remington's River Inn in Thiensville, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal committee.

Joshua Swenson is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and IFP Securities, LLC. Outside of his advisory work, he serves as a youth soccer referee for the Wisconsin Youth Soccer Association. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Baoqing Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Li has held various roles in healthcare insurance and financial education organizations, including BlueCross BlueShield Illinois and Wall Street to Main Street Financial Education Inc., where he serves as president. He is involved in activities related to tax planning and occasionally assists clients with health insurance needs. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers. The firm manages a mix of discretionary and non-discretionary assets and provides additional services such as securities-backed lending and bank deposit sweeps.

Steven Jones is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including MSI Financial Services, Inc. and MetLife Investment Fund Services LLC. In addition to his advisory role, he is also licensed as an insurance agent offering various insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs model-based portfolio construction with both active and passive strategies, offering financial planning, discretionary and non-discretionary management, and retirement plan services.

Marcus Melnarik is a CFP® and Series 65 credentialed advisor at Mariner with four years of industry experience. He has been with Mariner Wealth Advisors since 2020 and previously worked at U.S. Bank and Oak Ridge Country Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations through investment management, financial planning, and retirement plan consulting. The firm provides discretionary, customized portfolios supported by internal research and third-party managers, alongside coordinated tax services and financial wellness tools.

Mark Duetsch is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior experience includes roles at Northwestern Mutual, Milwaukee Tool, and Marquette University. Outside of his advisory work, he is the owner and creator of an Etsy business selling 3D printed items. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides unique tax integration and administrative family office services for clients.