Richard Burling is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with F L Putnam Investment Management Co., where he has worked since 2026. Prior to that, he held roles at F/M Investments LLC, Ziegler Capital Management, Red Granite Advisors, and Robert Baird & Co. F.L. Putnam serves individual investors, families, and various institutions, offering customized, team-based investment management and advisory services that include internally managed and third-party strategies across multiple asset classes. The firm integrates macroeconomic and security-level research with options for sustainable investing and tax-aware approaches.

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.

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.

Patrick Grady is a Series 66 registered advisor with Harbour Investments, Inc. He has less than one year of industry experience. Prior to joining Harbour, he held roles at Equitable Advisors and E2 Retirement Consulting, and also worked with the Wilmette Park District. Grady attended the University of Illinois Urbana-Champaign and the University of Utah. Harbour Investments serves a diverse client base including individuals at various wealth levels, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches and execution platforms tailored to individual adviser strategies.

Graham Kessel is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI, holding a Series 66 designation and 12 years of industry experience. He has worked at Johnson Wealth Inc. since 2020 and is also an Assistant Vice President and Wealth Advisor at Johnson Bank since 2022. His prior experience includes roles at Wells Fargo Clearing and Merrill. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, not-for-profits, and other entities. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and a specialized pre-retirement program.

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 bringing 40 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, The Strategic Financial Alliance, Investment Advisors International, Transamerica Financial Advisors, and WMA Investment Advisors. Outside of advisory work, he owns Fliss Enterprises and Global View Capital Partners, LLC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis applied to ETFs and mutual funds and integrates proprietary research and execution infrastructure to offer model-based portfolio management.

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.

Noaman Sharief is a financial advisor with Dana Investment Advisors Inc in Waukesha, WI, holding Series 63 and Series 65 licenses and 19 years of industry experience. He 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, emphasizing relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity.

Lawrence Peterson is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Investment Advisors International, Inc., among others. Outside of finance, he has been involved with Amway in a non-operational capacity related to succession planning. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment process focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and offers model-based management alongside third-party implementation for held-away retirement accounts.

William Lamborne is a Series 65-licensed advisor at Annex Wealth Management, LLC with four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and New York Life Insurance Company. He is also trustee of the Marianne Lamborne Revocable Trust, managing the estate through probate. 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, trusts, and government agencies. The firm employs a team-based investment approach that blends core and tactical strategies across multiple asset classes and offers a range of service models tailored to different client needs.

Eli Kwas is a CFA® charterholder affiliated with Curi Capital, LLC in Milwaukee, WI. He joined Curi Capital in 2025 and previously worked at Artisan Partners from 2022 to 2025. Kwas has a range of prior work experiences in various industries, with less than one year of industry experience in financial advisory. 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 individual, high-net-worth, and institutional clients using a long-term, fundamentally driven investment approach across a variety of portfolio structures and strategies.

Eric Liek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. Outside of his advisory role, he is involved in non-variable insurance activities in the Milwaukee area. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers, providing both discretionary and non-discretionary investment management alongside financial planning and retirement consulting.

Brian Kleist is a CFP® professional with 21 years of industry experience. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2017 and previously spent seven years at RUSSELL Investments. Outside of his advisory role, he and his wife own and manage residential rental properties. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with mutual funds and ETFs, incorporates both active and passive strategies, and offers integrated planning through its Private Client Services model.

Benjamin Langston is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2009. In addition to his advisory role, Langston is a licensed insurance agent specializing in life, health, and annuity products and serves as a notary public. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting through relationships with third-party managers and platform providers like Envestnet.

Cody Kave is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and 13 years of industry experience. He has worked at LPL Financial since 2016 and was previously affiliated with Householder Group Estate & Retirement Specialists. Kave also operates Kave Family Financial, a business engaged in investment advisory and insurance services. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a combination of in-house strategies and third-party platforms, including partnerships with LPL, Fidelity, Schwab, and SEI.

Barry Arnold is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously led Arnold Investment Counsel Inc. for 27 years and spent time at Thrivent Financial before joining Global View Capital in 2017. Arnold serves as president of the National Association of Active Investment Managers (NAAIM) and participates on the AXO Client Advisory Board. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm focuses on technical and quantitative analysis applied to ETFs and mutual funds, using proprietary research and a range of managed account options.

Martha Kuhn is a financial advisor at Annex Wealth Management, LLC with four years of industry experience. She holds the Series 63 and Series 65 designations. Her work history includes roles at Annex Wealth Management since 2021, Cetera Advisor Networks from 2020 to 2021, and The Benefits Companies, Inc. from 2016 to 2021. 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-based investment approach combining core and tactical strategies, offering multiple service models and additional services such as pension consulting, sub-advisory, and affiliated tax preparation.