Nolan Mc Intyre is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience at the University of Wisconsin-Madison and the University of Wisconsin-LaCrosse. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments within a core-and-tactical framework.

Brandon Lehman is a CFP® with 17 years of experience in the financial services industry. He is currently with Merit Financial Advisors and previously worked at Annex Wealth Management, Mariner Wealth Advisors, and Russell Financial Services. Outside of his advisory role, Lehman serves as a company commander in the Wisconsin Army National Guard and is vice president of Cerakoting and hunting industry sales at JB Manufacturing. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients. The firm offers coordinated wealth management services with a long-term, diversified investment approach overseen by an internal team, allowing for both discretionary and non-discretionary portfolio management tailored to client needs.

Kelsey Ellsworth is a CFA® credentialed financial advisor with seven years of industry experience. She has worked at Johnson Wealth Inc. and Johnson Bank since 2019 and previously worked at Fifth Third Bank from 2016 to 2019. Ellsworth holds a dual role as Assistant Vice President-Wealth Advisor at Johnson Bank alongside her advisory work. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, and various institutional clients. The firm focuses on long-term, purpose-driven investment strategies incorporating qualitative and quantitative analysis, and offers specialized programs including pre-retirement planning for airline pilots and curated access to private investments.

Carl Holzem is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at US Bank from 2010 to 2022. Annex Wealth Management is an SEC-registered enterprise advisory 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 with a core-and-tactical framework that incorporates a variety of asset types and strategies, and offers comprehensive wealth management and financial planning services.

Bryant Shurn is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Raymond James & Associates, Merrill, Wells Fargo Clearing Services, and Scottrade. Outside of advising, he is a partner in Tranquil Partners LLC, a real estate investment business. Johnson Wealth is an SEC-registered investment adviser serving 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 using both qualitative and quantitative methods.

Granthem Beck is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Annex Wealth Management, LLC and has previously worked at Liberty Financial Group, Inc., RMB Capital Management, LLC, and 5C Capital Management, LLC. He also has experience outside traditional advisory roles, including a position at Rivermoor Golf Club and time at the University of Wisconsin Parkside. 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 uses a team-driven, core-and-tactical investment approach with multiple service models and holds unique affiliations such as a controlling interest in a CPA firm and an affiliated insurance agency that supports a charitable foundation.

Charles Koehn is a financial advisor with Advisory Services Network in Milwaukee, WI, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Sigma Financial Corporation, and RCM Alternatives, where he currently serves as executive director. Koehn is also the owner and managing member of Water Street Wealth Management LLC, a service company supporting financial practice expenses. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection across a variety of investment vehicles, managing about $8.6 billion in client assets.

Mitchell Vanden Heuvel is a financial advisor at Annex Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Thrivent and Humana Insurance. Annex Wealth Management serves a diverse client base including individual and high-net-worth households, pension plans, trusts, corporations, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies and offers multiple service models tailored to client needs.

Darren Klump is a financial advisor with Calton & Associates, Inc. in Oak Creek, WI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Guardian Credit Union and Capital Financial Services, Inc. Klump is also a licensed insurance agent involved in fixed insurance products through various companies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options with multiple program structures and combines commission-based product sales with assets under management fees.

Ronald Lehmann is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding CFP® and Series 63 designations with seven years of industry experience. He has worked at Johnson Bank since 2016 and previously at Baker Tilly Investment Advisors from 2000 to 2005. Lehmann serves as Senior Vice President and Director of Retirement Plan Services at Johnson Bank. Johnson Wealth is an SEC-registered investment adviser affiliated with Johnson Financial Group, advising over $10 billion in assets for high-net-worth individuals, families, trusts, foundations, and institutions. The firm emphasizes a long-term, purpose-driven investment approach using asset allocation, model portfolios, and manager selection supported by quantitative and qualitative analysis, offering portfolio management, financial planning, retirement consulting, and access to private investments.

Clayton Beilfuss is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at Johnson Financial Group, Altra Federal Credit Union, and Associated Bank. Outside of finance, he has worked in community and fitness roles, including at the YMCA and Westwood Health and Fitness. Annex Wealth Management is a multi-team SEC-registered firm managing approximately $8.05 billion for about 9,800 clients across various types of accounts. The firm uses a team-oriented investment process blending ETFs, mutual funds, equities, fixed income, options, and alternatives, offering discretionary management and financial planning services to individuals, institutions, and charitable organizations.

Edward Devinger is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including over a decade with Great Valley Advisor Group and LPL Financial. Devinger is also involved with 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 offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across multiple platforms.

David Drzadinski is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 22 years of industry experience. He has worked at F L Putnam Investment Management Co. since 2026 and has prior experience at F/M Investments LLC, Ziegler Capital Management, Red Granite Advisors, and Robert Baird & Co. F L Putnam Investment Management Co. serves a diverse clientele including individuals, families, and institutions, offering a range of investment management and advisory services. The firm’s approach is team-based and customized, combining in-house and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

David Panitzke is a CFP® and Series 65 credentialed advisor at Annex Wealth Management, LLC with one year of industry experience. Prior to his current role, he held positions at First Midwest Bank, Northshore Bank, and worked with St. Paul's Lutheran Church. 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, trusts, corporations, and government agencies. The firm uses a team-driven investment approach with a core-and-tactical philosophy and offers multiple service models tailored to client needs, alongside affiliated tax preparation and insurance services.

Evan Jahnke is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities. Prior to his financial services career, he served four years in the Armed Forces. 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 uses a team-driven investment approach grounded in a core-and-tactical philosophy, offering multiple service models and specialized services such as pension consulting and affiliated tax preparation.

Derek Felske is a CFA® charterholder with 18 years of industry experience. He has been with Annex Wealth Management, LLC since 2011 and previously worked at H. Beck, Inc. from 2011 to 2018. Outside of his advisory work, he serves as an executor for the Cora Arden Trust. 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 employs a team-oriented investment process that integrates ETFs, mutual funds, equities, fixed income, options, and alternative investments, and it offers comprehensive wealth management, financial planning, and retirement consulting services.

Breton Almstedt is a financial advisor at Johnson Wealth Inc. with one year of industry experience. He holds a Series 65 designation and has been a dual employee of Johnson Wealth Inc. and Johnson Bank since 2004, where he serves as Vice President and Service Manager for Retirement Plan Services. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, and institutional clients. The firm focuses on long-term, goal-driven asset allocation and manager selection, employing proprietary methodologies and offering specialized programs such as discretionary management for 401(k) participants like airline pilots.

David Fisher is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual Investment Management and Johnson Bank. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients across individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-driven investment process that combines ETFs, mutual funds, equities, fixed income, options, alternatives, and custom indexing, offering comprehensive wealth management and financial planning services.

Cory Borcherdt is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding a Series 65 license and four years of industry experience. He previously worked at US Bank Global Fund for five years before joining Annex Wealth Management. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a wide range of clients, including individuals, 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 multiple asset classes and offers various service models tailored to client needs.

Jason Speich is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Great Valley since 2021 and is also associated with LPL Financial and Jason Speich LLC, his own business entity focused on tax and investment matters. 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 a combination of in-house strategies and third-party managers across multiple platforms.