Darren Mueller is a financial advisor at Global View Capital Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Global View Capital Management since 2014. He also works as an insurance agent with Global View Capital Insurance Services, selling life, long-term care, disability insurance, and fixed annuities. Global View Capital Management provides discretionary investment management and financial planning 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 options including personalized and ETF-only strategies.

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.

Vicki Kaminski is a financial advisor at Great Valley Advisor Group, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Great Valley Advisor Group since 2023, previously spending over two decades with Select Advisor Group, Inc. and Intervest International Equities Corporation. Kaminski is also an independent insurance agent, selling life insurance and annuities. 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, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

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.

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.

Jeffrey Lamb is a financial advisor at Harbour Investments, Inc. with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Harbour in 2017, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He coaches a local community basketball league and is a part-owner of a healthcare business focused on Medicare services. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and third-party managers.

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 financial advisor at Annex Wealth Management, LLC with six years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Fifth Third Bank, Fidelity Investments, MML Investors Services, and PNC Bank, as well as service in the Pennsylvania Army National Guard for eight years. 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 using a core-and-tactical framework with diversified strategies, and it offers integrated accounting, tax, and insurance services alongside its wealth management offerings.

Marilou Davido is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently with Annex Wealth Management, LLC and has worked at WFA Asset Management since 2015. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, and alternative investments, and offers comprehensive wealth management, discretionary portfolio management, and goals-based online services.

Kirk Domke is a financial advisor at Calton & Associates, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2019, following a 19-year tenure at Capital Financial Services, Inc. Outside of his advisory role, he is the owner and president of Domke Financial Services, a business that sells insurance and investment products. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer, with investment recommendations tailored to client-specific goals and risk profiles.

Nicholas Enea is a CFP® professional with 32 years of industry experience, currently serving at Annex Wealth Management, LLC. He has been with Wfa Asset Management since 1994. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients across various segments, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process utilizing a core-and-tactical framework with a range of asset classes and offers a suite of services including comprehensive wealth management, discretionary portfolio management, and a consumer-facing online platform called Annex Ignite.

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.

Theodore Baer is a CFP®-credentialed financial advisor with 30 years of industry experience. He is affiliated with Great Valley Advisor Group, LLC and has previously worked at LPL Financial, Pyramax Bank, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers customized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Jeremy Gardner is a financial advisor at NorthRock Partners, LLC with 20 years of industry experience. His prior roles include positions at Vantage Financial Partners, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Gardner has involvement in several investment-related businesses, including a tax preparation service and private equity fund management. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a holistic investment strategy emphasizing diversification, periodic rebalancing, and integration of private market allocations, supported by AI tools and ongoing human oversight.

Andrew Salemme is a financial advisor at Harbour Investments, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at CM&A Wealth Management and METLIFE. Outside of his advisory role, he serves as an assistant high school wrestling coach at Marquette University High School. 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 develop customized investment strategies and offers model-based solutions through a subscription platform.

Anthony Benz is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and seven years of industry experience. He has worked with LPL Financial since 2018 and has been involved with Elite Tumbling LLC since 2015. 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, emphasizing individualized portfolio construction and oversight through a combination of in-house strategies and third-party managers.

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.

Jamie Watkins is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Annex Wealth Management, Watkins worked in various roles including positions at University of Wisconsin-Milwaukee, Review Services Inc., and Elder Law Center of Wisconsin. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base including individual and high-net-worth households, pension plans, charitable organizations, and government agencies. The firm employs a team-based investment approach utilizing ETFs, mutual funds, equities, bonds, options, and selective alternatives, and offers multiple service models tailored to different client needs.

John Thompson is a financial advisor with Annex Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He has worked at Annex Wealth Management since 2021 and previously spent 11 years with ALPS Holdings. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients across more than 6,700 households. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities, offering comprehensive wealth management, discretionary portfolio management, retirement consulting, and a consumer-focused, goals-based online service called Annex Ignite.

Mcgarry Murray is a financial advisor at Gibbs Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Brookstone Capital Management and Simplicity Wealth, LLC. Outside of his advisory role, Murray is a self-employed insurance agent and is involved in residential real estate investment and renovation through multiple ventures. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing advisor-directed model management and sub-advisory arrangements to implement client portfolios.