Nolan Rehard is a financial advisor at Curi Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Ameriprise and has a background that includes roles outside finance such as full service painting and swim instruction. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm uses a long-term, fundamentally driven investment approach across a range of strategies and offers both discretionary and non-discretionary portfolio management services.

Naomi Ackley is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with 11 years of industry experience. She previously worked at CedarPoint Investment Advisors (now Midland Financial Advisors) for five years before joining Annex Wealth Management in 2019. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process that combines discretionary portfolio management with a core-and-tactical framework utilizing ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments.

William Matt is a financial advisor with Belpointe Asset Management LLC in Milwaukee, WI. He holds a Series 65 designation and has been with Belpointe since 2025. His prior experience includes roles at Wealth Management Solutions, LLC and Concordia University Wisconsin. Outside of his advisory work, Matt serves as a K-9 Comfort Dog Handler and Caregiver for Lutheran Church Charities at Concordia University Wisconsin. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Kenneth Bellinger Jr. is a CFA® charterholder with three years of industry experience. He is currently a Vice President and Fixed Income Analyst at Johnson Bank and Johnson Wealth Inc., where he has worked since 2025. Prior to this, he held roles at Annex Wealth Management, Carroll University, and Uniplan Investment Counsel. Johnson Wealth Inc. provides investment advisory and consulting services to a broad range of clients, including high-net-worth individuals, families, trusts, and institutional investors. The firm focuses on long-term, goal-driven asset allocation and manager selection, employing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots.

Michael Hug is a financial advisor with Infinity Financial Services Advisory in Brookfield, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Infinity Financial Services since 2016 and Infinity Financial Services Advisory since 2020. Outside of advising, he is also an independent life insurance agent. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm provides portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes fundamental, technical, and quantitative analyses alongside the use of complex investment strategies.

Jack Laubusch is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential. He has held roles at Annex Wealth Management since 2025 and previously worked at Robert W Baird and City Bar. Outside of finance, he operated Clearwater Outdoor Kayak Rental. 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, charitable organizations, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies and offers multiple service models, including online and private client options.

Alex Christiansen is a financial advisor at Curi Capital, LLC in Milwaukee, WI, holding a Series 65 designation with three years of industry experience. He previously worked at RMB Capital for four years and at U.S. Bank for two years. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, using a long-term, fundamentally driven investment approach across multiple management strategies.

Kenneth Symes is a financial advisor with Annex Wealth Management, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Annex Wealth Management since 2014 and previously spent four years at H. Beck, Inc. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients across more than 6,700 households. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities with a team-oriented investment approach that incorporates a core-and-tactical framework using ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Daniel Bresson is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at SCF Investment Advisors and Global View Capital Management. Bresson is also a licensed independent insurance agent. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Michael Dodge is a CFP® and ChFC® with seven years of experience in the financial services industry. He is currently with Annex Wealth Management, LLC and has previously worked at firms including Fifth Third Bank, Fidelity Investments, and PNC Bank. Dodge also served eight years in the PA Army National Guard. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base, including high-net-worth individuals, pension plans, and government agencies. The firm employs a team-based investment approach that combines core and tactical strategies using a variety of asset types and provides multiple service models tailored to clients’ needs.

Marilou Davido is a CFP® with nine years of industry experience. She is currently with Annex Wealth Management, LLC and was previously employed at WFA Asset Management for ten years. 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, and offers a range of service models tailored to client needs, including tax preparation and pension consulting through affiliated entities.

Kirk Domke is a financial advisor at Calton & Associates, Inc. with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Calton & Associates since 2019, following a 19-year tenure at Capital Financial Services, Inc. Domke is also the owner and president of Domke Financial Services, a business focused on selling insurance and investment products. Calton & Associates is a multi-team registered investment adviser that also operates as a broker-dealer and corporate insurance agency. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering fee-based portfolio management, financial planning, and access to commission-based brokerage and insurance products through dually registered representatives.

Nicholas Enea is a CFP® professional with 32 years of industry experience. He worked at WFA Asset Management for 31 years before joining Annex Wealth Management, LLC. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management services to a diverse client base, combining a team-driven investment approach with multiple service models tailored to different account types. The firm also provides pension consulting, sub-advisory, and affiliated tax preparation services, and has unique affiliations including a CPA firm and an insurance services affiliate supporting a charitable foundation.

Frederick Coleman Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC since 2022. Prior to this, he worked at Robert W. Baird & Co. for seven years. 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 utilizes a team-based investment approach with a core-and-tactical philosophy and provides multiple service models to accommodate varying client needs.

Broc Berge is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with two years of industry experience. He is also a Vice President and Retirement Plan Services Advisor at Johnson Bank, where he has worked since 2013. 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 focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers specialized services such as discretionary management for 401(k) participants like airline pilots and curated private investment options.

Troy Wagner is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 66 designation and three years of industry experience. He has been with CliftonLarsonAllen since 2023. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation with firm-constructed model portfolios and third-party managed programs, integrating multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Jeremy Gardner is a financial advisor at NorthRock Partners, LLC with 21 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Outside of advisory work, Gardner is involved in private equity fund management and tax preparation services through his ownership interests in several related business ventures. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation and diversification, incorporating private market investments and using both automated tools and human oversight to support tax-aware investing and portfolio management.

Belena Vincetti is a CFP® with 19 years of industry experience, currently serving at Belpointe Asset Management LLC. She has held roles at Fortis Capital Advisors, MML Investors Services, and Mass Mutual Life Insurance. Vincetti also acts as a FINRA Arbitrator and owns an AirBnB business in Milwaukee. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm offers discretionary investment management, financial planning, and retirement plan consulting for individuals, corporations, trusts, and other advisers, employing customized portfolios, model portfolios, and co- or sub-advisory relationships.

Joel Guthmann is a financial advisor with Harbour Investments, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Harbour Investments since 1999 and concurrently operates Guthmann Tax Services, a tax preparation business. Guthmann serves as a financial secretary and board member of Congregation Anshai Lebowitz and holds several leadership roles in related community and professional organizations. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized portfolios using various investment vehicles, while also offering model-based solutions and facilitating implementation through multiple platforms.

Deanne Phillips is a Series 65 licensed financial advisor at Annex Wealth Management, LLC with nine years of industry experience. She 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, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process utilizing a core-and-tactical framework across multiple asset classes and offers comprehensive wealth management, financial planning, and retirement consulting services.