Keith Butler is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 designation with five years of industry experience. He has worked at Annex Wealth Management since 2020 and previously spent eight years at US Bank, N.A. 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, using a team-oriented investment approach that includes discretionary portfolio management and a mix of asset classes such as ETFs, mutual funds, equities, fixed income, options, and alternatives.

Justin Dahl is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 65 and Series 66 licenses. He has over 20 years of industry experience, including roles at U.S. Bank, UMB Fund Services, and Associated Trust Company. Dahl is also a senior vice president and wealth advisor at Johnson Bank, an investment-related affiliate. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional entities. The firm focuses on long-term, goal-driven asset allocation and manager selection, using proprietary methodologies and offering a range of investment strategies including private investments and 401(k) discretionary management for airline pilots.

Todd Blazei is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 65 credential and previously worked at Fiserv, Inc. from 2015 to 2020. Outside of his advisory role, Blazei serves on the boards of Great Midwest Bank and The Lutheran High School Association of Greater Milwaukee, contributing to their investment committees, and operates a human resources consulting firm focused on compensation and benefits. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individual, corporate, trust, and advisory clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios, model strategies, and third-party manager relationships.

Roger Rama is a CFA® charterholder and Series 63 licensed advisor with seven years of experience at Silvercrest Asset Management Group LLC and four years at Cortina Asset Management. He is based in Milwaukee, WI. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions, managing over $28 billion in assets. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, alongside proprietary valuation tools and integrated quantitative risk analytics.

Matthew Haffemann is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Since 2015, he has worked with Mutual of Omaha Investment Services and Mutual of Omaha Insurance Company. Outside of his advisory role, he is a one-third owner of 32Thirty Financial LLC and 32Thirty Health Solutions, LLC, entities involved in financial branding and health insurance sales, respectively. 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 operates primarily through its network of Investment Advisor Representatives who recommend model portfolios or third-party managers on an approved platform and offer ongoing financial planning and retirement consulting services.

Nicole Gronholz is a CFP® professional with seven years of experience in financial advising. She has been with CliftonLarsonAllen Wealth Advisors, LLC since 2016. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios that include mutual funds and ETFs, combining both active and passive strategies with oversight from an Investment Committee.

Mikhail Alkhazov is a CFA® charterholder with 19 years of industry experience. He has worked at Dana Investment Advisors, Inc. since 2018 and previously spent 11 years at Ziegler Capital Management, LLC. Alkhazov holds a Series 66 license and is based in Waukesha, WI. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolio management through various platforms, emphasizing relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity.

Matthew Morzy is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2025. His prior experience includes roles at Annex Wealth Management, H. Beck, Inc., and SCOTTRADE. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in assets. The firm provides coordinated wealth-management services with an investment approach centered on long-term, diversified portfolios managed through centrally managed sleeves and standard models, allowing for advisor customization.

John Jonas is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and 24 years of industry experience. He has been with Great Valley Advisor Group since 2016 and affiliated with LPL Financial since 2015. Outside of his advisory work, he is a commissioned notary public in Wisconsin. 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 mix of in-house strategies and third-party managers across various platforms.

Richard Burling is a CFA charterholder with 24 years of industry experience. He is currently with F L Putnam Investment Management Co. and has prior experience at Ziegler Capital Management, LLC and F/M Investments LLC. Burling holds Series 63 and Series 66 licenses. F.L. Putnam Investment Management Co. serves a diverse client base including individuals, institutions, foundations, and registered investment companies. The firm offers a range of investment management and advisory services, utilizing both internally managed strategies and third-party managers across multiple asset classes within a strategic asset allocation framework.

Brian Lehky is a financial advisor at Dana Investment Advisors Inc with 15 years of industry experience. He holds a Series 65 designation and has been with Dana Investment Advisors since 2008. 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 offers discretionary and non-discretionary equity and fixed-income portfolio management, utilizing relative-value equity selection and fixed-income strategies that incorporate ESG screening and accommodate client-directed social or faith-based exclusions.

Peter Engstrom is a CFP® professional with 23 years of industry experience. He has been with Associated Investment Services, Inc. since 2008. Based in Mukwonago, WI, Engstrom holds Series 63 and Series 66 licenses. Associated Investment Services, Inc. offers advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes third-party model portfolio managers and its affiliate Kellogg Asset Management to implement investment strategies, delivering advisory services through the Envestnet/NFS platform.

Paul Tourville is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Great Valley Advisor Group since 2016 and concurrently associated with LPL Financial, LLC since 2015. Tourville is also involved with Next Level Planning & Wealth Management in Brookfield, WI. 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, employing a mix of in-house strategies and third-party managers or platforms such as LPL, Fidelity, Schwab, and SEI.

James Fischer is a financial advisor at Regal Investment Advisors LLC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Fischer has been with Regal Investment Advisors since 2014 and is also associated with Regulus Financial Group, LLC. Outside of his advisory work, he owns and develops oil and natural gas interests through JT Energy Partners Inc and is a passive owner of a sales and marketing startup that manufactures outdoor industry products. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and corporate entities. The firm offers proprietary and third-party model portfolios that incorporate a range of asset classes and strategies, with Regal managing portfolio implementation and rebalancing under discretionary authority granted by the advisers.

Beau Gross is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Lido Advisors, LLC and Pegasus Partners. His background also includes roles outside finance, such as positions at Costco Wholesale and the University of Wisconsin - Oshkosh. Annex Wealth Management offers 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 employs a team-driven investment approach combining core and tactical strategies across various asset classes and provides multiple service models to accommodate different client needs.

Graham Kessel is a Series 66 registered financial advisor with 12 years of industry experience. He is currently with Johnson Wealth Inc. and Johnson Bank in Milwaukee, WI, where he serves as an assistant vice president and wealth advisor. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Johnson Wealth is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, advising over $10 billion in client assets across high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

David Johnson is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Harbour Investments since 2016. In addition to his advisory role, he operates a marketing and prospect identification business under the name ClearStep Financial, which is not investment related. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and utilizes a variety of investment approaches through both in-house and third-party managers.

Dean Fliss is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Global View since 2014 and also has a longstanding affiliation with Purshe Kaplan Sterling Investments. Outside of his advisory roles, he owns Fliss Enterprises. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans, utilizing primarily technical and quantitative methods supported by an in-house research platform.

Eric Zwicky is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 credentials with two years of industry experience. He has been affiliated with Johnson Wealth Inc. since 2024 and concurrently serves as Vice President-Retirement Plan Services Advisor at Johnson Bank since 2014. 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 advisers. 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) accounts of airline pilots.

Jacob Menden is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Belpointe in 2024, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company from 2018 to 2024, and earlier at US Bank and BMO Harris Bank. Outside of his advisory role, he is the founder and content creator of the Father Figures podcast and co-founder of the Healthful lifestyle podcast. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of strategies tailored to client objectives and risk tolerance.