Michael Schrank is a financial advisor at Packerland Brokerage Services, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and worked previously at RBC Capital Markets for 10 years before joining Packerland in 2012. Schrank is also licensed as an insurance agent, dedicating part of his time to life and fixed annuities sales. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, managing approximately $1.358 billion in assets. The firm provides financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers, offering investment solutions via both direct and third-party platforms including SMAs, ETF/mutual fund strategist portfolios, and unified managed accounts.

Jacob Johnson is a financial advisor with Annex Wealth Management, LLC, holding a Series 65 designation. He has been with Annex Wealth Management since 2024, with prior experience at firms including Baird and Avalerian Capital. Outside of advisory work, he is involved with JTJ Consulting, providing supplemental research for alternative investments. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients across various sectors, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, and alternatives within a core-and-tactical framework, offering comprehensive wealth management and financial planning services.

Andrew Eichel 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 worked at firms including Cetera, North Shore Bank, Russell Investments, The Vanguard Group, and UMB. 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 employs a team-driven investment approach utilizing a core-and-tactical philosophy and offers multiple service models, along with affiliated tax preparation and insurance services through related entities.

Thomas Bodin is a financial advisor at Harbour Investments, Inc. in Waukesha, WI, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has operated Bodin Financial Services since 2009 and serves as vice president and board member of Bodin, Inc., a family-owned corporation that sells grain cutting boards. Additionally, he owns Clipper Brewing LLC, a microbrewery involved in the manufacturing and distribution of fermented malt beverages. Harbour Investments 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 create customized strategies and offers a range of portfolio management and model-based solutions.

Kent Halleen is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Carroll University, H.O. Bostrom, ADC, and the U.S. Marine Corps. Outside of his advisory work, he is a partner in a family real estate business. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for roughly 9,800 clients, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, and alternative investments, and offers comprehensive wealth management and financial planning services.

John Deroche Jr. is a Series 65-licensed advisor at Annex Wealth Management, LLC with four years of industry experience. His prior roles include positions at Foley & Lardner and Northwestern Mutual, as well as experience in various educational and community organizations. 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, core-and-tactical investment approach and offers a range of service models to accommodate different client needs.

Kyle Gilbertson is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He previously worked at Robert W. Baird for twelve years and currently has other business activities including serving as an independent insurance agent and involvement with Two Birds Event Group as an event bartender. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities, offering a range of portfolio management and financial planning services with multiple investment approaches tailored by individual advisers and third-party managers.

Eric Thompson is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with a Series 65 credential and seven years of industry experience. He worked at Park Bank from 2014 to 2021 before joining Annex Wealth Management, where he has been advising clients since 2021. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process that integrates a core-and-tactical framework using ETFs, mutual funds, equities, fixed income, options, and alternative investments, offering comprehensive wealth management and financial planning services.

David Fono is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Amazon and US Bank. 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 employs a team-based investment approach combining core and tactical strategies across various asset classes and offers multiple service models tailored to client needs.

Katherine Doyle is a financial advisor with Annex Wealth Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She previously worked at Madison Investments for five years and Reinhart Partners, Inc. for 23 years. Annex Wealth Management serves a diverse client base, including individuals, high-net-worth families, pension plans, and government agencies, offering wealth management, financial planning, and discretionary portfolio management. The firm employs a team-based investment approach that integrates core-and-tactical strategies across various asset types, and provides multiple service models tailored to different client needs.

David Stamm is a CFA® charterholder with 15 years of industry experience, currently serving at Dana Investment Advisors Inc since 2007. He is based in Waukesha, WI, and has spent his entire advisory career with Dana. Dana Investment Advisors 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 emphasizes relative-value equity selection and fixed-income strategies, integrating ESG screening and accommodating client-directed social or faith-based exclusions.

Jacob Hauser is a CFP® professional with six years of industry experience, currently serving as an advisor at Annex Wealth Management, LLC since 2017. Prior to joining Annex, he worked at Nassco Inc for two years. Annex Wealth Management is a multi-team SEC-registered advisory firm that manages over $8 billion for nearly 9,800 clients across various segments, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment approach combining ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments, while providing comprehensive wealth management, financial planning, and retirement consulting services.

Christine Senglaub is a financial advisor at Apollon Wealth Management, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Purshe Kaplan Sterling Investments and Independent Financial Group. She is also involved in family investment entities primarily used for tax and investment purposes. Apollon Wealth Management is a multi-team SEC-registered adviser serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed investment strategies with locally managed portfolios, offering a range of services such as financial planning, portfolio management, retirement plan advisory, and consulting for pooled investment vehicles and insurance company clients.

Leesa Gilliam is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at PNC Bank and PNC Investments from 2017 to 2024, as well as at BMO Harris Financial Advisors and BMO Private Bank from 2014 to 2017. 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 with a core-and-tactical philosophy and offers multiple service models, including an online platform and comprehensive wealth management for complex relationships.

Michael Tilley is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His background includes a five-year tenure at Purshe Kaplan Sterling Investments and longstanding involvement with affiliated entities of Global View Capital since 2010. Outside of advisory work, he has operated as a CPA specializing in tax preparation and tax planning since 1974. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach relies on technical and quantitative analysis applied to ETFs and mutual funds, supported by proprietary research through its wholly owned affiliate, AdvisorGuide, LLC.

Patrick Maddox is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Great Valley Advisor Group and LPL Financial since 2017 and previously at Pruco Securities and Fleming Financial Group. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Jennifer Jesse is a CFP® professional with four years of industry experience. She has worked at Annex Wealth Management since 2018, with prior experience at Strategic Wealth Partners and United Cerebral Palsy. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse range of clients, including individuals, pension plans, trusts, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies and offers multiple service models to accommodate varying client needs.

Debbie Keaton is a financial advisor at Global View Capital Management LLC with 12 years of industry experience. She holds a Series 65 designation and has worked in various roles including positions at Froedtert & Medical College of Wisconsin since 2016. Outside of advisory work, she operated a cleaning service business from 2010 to 2018. Global View Capital Management provides investment advisory and financial planning services 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 and infrastructure.

Arabella Parins is a CFP® professional with three years of industry experience, currently serving at Annex Wealth Management, LLC. Her prior work includes roles at the University of Wisconsin–Madison and the Sauk Prairie School District. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for about 9,800 clients, offering comprehensive wealth management, discretionary portfolio management, retirement consulting, and a goals-based online service. The firm employs a team-oriented investment process that utilizes a core-and-tactical framework across various asset classes and maintains cross-disciplinary capabilities including accounting, tax services, and insurance product distribution.

Kenneth Pollard Jr. is a CFP® professional at Annex Wealth Management, LLC with experience at several firms including Sapient Capital LLC and Abbot Downing (Wells Fargo). He has been with Annex Wealth Management since 2026. 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, core-and-tactical investment approach and offers multiple service models to accommodate a range of client needs.