Dina Fliss is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been affiliated with multiple Global View entities since 2010, including serving as president and investment adviser representative of Global View Capital Management, LLC. Outside of her advisory role, she holds leadership positions in several privately owned business entities and serves on the board of the National Association of Active Investment Managers. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach using technical and quantitative methods, supported by its proprietary research platform, and offers a range of managed account programs and third-party platform integrations.

Michael Donnan is a financial advisor at Annex Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including AEGIS Financial and Raymond James Financial Services. Donnan is also involved as an insurance agent with Bowman Insurance Services, providing asset protection advice. Annex Wealth Management delivers wealth management, financial planning, and discretionary portfolio management to a diverse client base, ranging from individual and high-net-worth households to pension plans and government agencies. The firm utilizes a team-driven, core-and-tactical investment approach and offers multiple service models, including an online platform and comprehensive wealth management for more complex client needs.

Benjamin Irons is an advisor at NorthRock Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining NorthRock, he worked at Vantage Financial Partners, LLC and held various roles in hospitality and administrative offices. NorthRock Partners offers comprehensive wealth management and advisory services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a tailored investment approach focused on asset allocation, diversification, and integrates private market allocations along with AI-supported tax-aware investing and portfolio monitoring.

Cory Spencer is a financial advisor at Belpointe Asset Management LLC with the Series 65 designation and four years of industry experience. He has worked at Belpointe since 2022 and has prior experience with Legacy Partners Group, Guardian Resources, and Johnson Law Group PA. Outside of his advisory role, Spencer is involved in estate planning law through Nylen Partners, LLC. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through advisor-specific strategies, model portfolios, and third-party co- or sub-advisory relationships.

John Augustin is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Harbour Investments, Inc. since 2001 and is currently associated with Wealth Distribution Strategies. In addition to his advisory roles, he operates as an independent insurance agent, including work with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a blend of fundamental and technical analysis to create customized investment strategies and offers a range of portfolio management services, including model-based solutions delivered through a subscription platform.

Daniel Smith is a financial advisor with Belpointe Asset Management LLC in Germantown, WI. He holds a Series 66 designation and has 14 years of industry experience. His prior work includes roles at Twenty-Twenty Wealth & Advisory Partners, WFA Asset Management, and Waddell & Reed, Inc. Outside of advisory work, he serves as treasurer for The Collaborative Family Law Council of Wisconsin, a nonprofit organization. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning with customized portfolios that incorporate passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Michael Miller is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses, and has 46 years of industry experience. Prior to joining Advisory Services Network in 2018, he worked at Blackhawk - Capital from 2014 to 2018. Outside of advising, he holds a CPA credential and is involved in tax preparation and bookkeeping services, dedicating about 10% of his time to these activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing diverse securities and investment strategies tailored to clients’ objectives and risk tolerances.

Hyatt Harper is a CFP® professional with 18 years of experience, currently serving at Mutual of Omaha Investor Services, Inc. He has been affiliated with Mutual of Omaha Insurance Company since 2006. Outside of his advisory role, he is a 40% owner of Clarity Financial LLC and co-owner of Clarity Real Estate LLC, which manages office property in Hopkins, MN. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and managed account solutions, working primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and third-party managers.

Sarah Kyle is a financial advisor at Annex Wealth Management, LLC with 21 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at BMO Harris Private Bank, TIAA-CREF, and RBC Capital Markets. 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 and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process using a core-and-tactical framework across multiple asset classes and offers comprehensive wealth management, financial planning, and discretionary portfolio management services.

Mark Dittmann is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Global View Capital, he worked at Cambridge Investment Research and spent nearly two decades at Harley-Davidson Motor Company. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans, using a quantitative and technical investment approach supported by an in-house algorithmic research platform.

Jeffrey Stanich Jr. is a CFP® professional with seven years of industry experience, currently serving at Annex Wealth Management, LLC since 2020. His prior roles include positions at Nadler Financial Group, Ausdal Financial Partners, and Northwestern Mutual. Outside of advising, he is an owner of a Chicago Board of Trade full seat, which he has leased since 2017. Annex Wealth Management is an SEC-registered advisory firm managing over $8 billion for nearly 10,000 clients, including individuals, pensions, charitable organizations, and corporate entities. The firm employs a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options, and alternative investments within a discretionary management framework, alongside integrated accounting and insurance services.

Jessica Huerta is a financial advisor at Harbour Investments, Inc. She holds a Series 66 designation and has experience working at The Leist Group, LLC, Wisconsin Preferred Insurance, First Fidelity Home Mortgage, and AT&T. Outside of her advisory role, she is an independent insurance agent and works part-time as a mortgage loan officer. 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 investment strategies and offers both discretionary and non-discretionary portfolio management.

Darren Liberski is a financial advisor with intrua Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Freedom Wealth Alliance and LPL Financial since 2014 and currently serves as a registered investment advisor through intrua Financial. Outside of his advisory roles, he is a notary public. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment approach combining fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management.

Anatole Kamentz is a financial advisor with Global View Capital Management LLC, holding a Series 63 designation and bringing 31 years of industry experience. He has been associated with Global View Capital Advisors and related entities since 2013. In addition to his advisory work, he owns and operates Jana's Tax Service, providing tax preparation and planning for individuals and businesses. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a suitability questionnaire to determine risk profiles and uses technical and quantitative methods to manage strategies, supported by its proprietary research platform.

Thomas Parks is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Annex Wealth Management since 2014 and previously worked at H. Beck, Inc. He serves on the boards of the Independent Business Association of Wisconsin and HPGM, organizations focused on business networking and Hispanic professional community engagement, respectively. 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, and corporate entities. The firm utilizes a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, alternatives, and custom indexing, supported by its affiliated accounting and insurance services and a range of client educational resources.

Lucas Kraft is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2023. He previously worked at Cion Securities, LLC for eight years. Outside of his advisory role, Kraft is active in professional and community organizations, including serving as President of the Financial Planning Association of Wisconsin, volunteering as a financial literacy coach for teenagers, and holding leadership positions in local alumni and community clubs. 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 investment strategies, utilizing a range of instruments such as mutual funds, ETFs, and separately managed accounts.

Robert Beseke is a financial advisor at Belpointe Asset Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Life Insurance Company, Massachusetts Mutual Life Insurance Company, Sage Point, and Freedom Wealth Alliance. Beseke is also involved as a portfolio manager and minority owner in private fund entities under the Trading Edge name. Belpointe Asset Management serves a diverse client base ranging from individual investors to corporations and retirement plans. The firm provides discretionary investment management and financial planning through customized portfolios and a variety of strategies, supported by an extensive network of affiliated businesses and product sponsorships.

James Mcmiller is a financial advisor at Fourstar Wealth Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Advisors on Call, LLC and Claraphi Advisory Network, LLC. Outside of his advisory work, he is a partner and consultant for Kennedy Mining, a cryptocurrency mining and facility development business. Fourstar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary portfolio management using a mix of mutual funds, ETFs, individual securities, options, and selected independent managers, tailoring strategies to clients’ risk tolerances and objectives.

Brian Jacobsen is a CFP® and CFA® with 21 years of industry experience. He is currently with Annex Wealth Management, LLC and previously spent 15 years at Allspring Funds Management, LLC. He serves as an Instructor of Practice at Marquette University, teaching courses in economics and finance. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-driven investment approach that integrates core and tactical strategies across various asset classes and offers multiple service models tailored to different client needs.

Lisa Mumper is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds a Series 66 designation and previously worked at Russell Investments for 12 years before joining Harbour Investments and Wealth Distribution Strategies. Outside of her advisory role, she works as a bartender at Reggie & Gerry’s in Cudahy, WI. 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 mix of fundamental and technical analysis to construct customized investment strategies and offers model-based solutions through a subscription platform.