Mitchell Vanden Heuvel is a financial advisor at Annex Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Thrivent and Humana Insurance. Annex Wealth Management serves a diverse client base including individual and high-net-worth households, pension plans, trusts, corporations, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies and offers multiple service models tailored to client needs.

Ronald Lehmann is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding the CFP® and Series 63 designations with six years of industry experience. He has worked at Johnson Wealth Inc. since 2024 and concurrently serves as Senior Vice President and Director of Retirement Plan Services at Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, not-for-profits, foundations, and institutional entities. The firm employs a long-term, goal-driven investment approach with proprietary methodologies and offers specialized programs such as discretionary management for 401(k) plans tailored for airline pilots.

Clayton Beilfuss is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at Johnson Financial Group, Altra Federal Credit Union, and Associated Bank. Outside of finance, he has worked in community and fitness roles, including at the YMCA and Westwood Health and Fitness. Annex Wealth Management is a multi-team SEC-registered firm managing approximately $8.05 billion for about 9,800 clients across various types of accounts. The firm uses a team-oriented investment process blending ETFs, mutual funds, equities, fixed income, options, and alternatives, offering discretionary management and financial planning services to individuals, institutions, and charitable organizations.

Edward Devinger is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including over a decade with Great Valley Advisor Group and LPL Financial. Devinger is also involved with Next Level Planning & Wealth Management. 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 combination of in-house strategies and third-party managers across multiple platforms.

David Drzadinski is a CFA® charterholder with 22 years of industry experience. He is currently with F L Putnam Investment Management Co. and has prior experience at F/M Investments LLC and Ziegler Capital Management, LLC. F L Putnam Investment Management Co. provides investment management, financial planning, and consulting services to a diverse client base including individuals, institutions, foundations, and endowments. The firm employs a strategic asset allocation framework combining internally managed strategies and third-party managers across multiple asset classes.

David Panitzke is a CFP® and Series 65 credentialed advisor at Annex Wealth Management, LLC with one year of industry experience. Prior to his current role, he held positions at First Midwest Bank, Northshore Bank, and worked with St. Paul's Lutheran Church. 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, corporations, and government agencies. The firm uses a team-driven investment approach with a core-and-tactical philosophy and offers multiple service models tailored to client needs, alongside affiliated tax preparation and insurance services.

Evan Jahnke is a financial advisor at Annex Wealth Management, LLC with two years of industry experience. He previously worked at Northwestern Mutual in various roles from 2024 to 2026 and served in the Armed Forces from 2015 to 2019. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base, including high-net-worth households, pension plans, and government agencies. The firm employs a team-based investment approach combining core and tactical strategies and provides multiple service models to accommodate different client needs.

Derek Felske is a CFA® charterholder with 18 years of industry experience. He has been with Annex Wealth Management, LLC since 2011 and previously worked at H. Beck, Inc. from 2011 to 2018. Outside of his advisory work, he serves as an executor for the Cora Arden Trust. 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 that integrates ETFs, mutual funds, equities, fixed income, options, and alternative investments, and it offers comprehensive wealth management, financial planning, and retirement consulting services.

Breton Almstedt is a financial advisor at Johnson Wealth Inc. with one year of industry experience. He holds a Series 65 designation and has been a dual employee of Johnson Wealth Inc. and Johnson Bank since 2004, where he serves as Vice President and Service Manager for Retirement Plan Services. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, and institutional clients. 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) participants like airline pilots.

David Fisher is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual Investment Management and Johnson Bank. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients across individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-driven investment process that combines ETFs, mutual funds, equities, fixed income, options, alternatives, and custom indexing, offering comprehensive wealth management and financial planning services.

Cory Borcherdt is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with four years of industry experience. He holds the Series 65 designation and has previously worked at US Bank Global Fund and Tri City National Bank. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including high-net-worth households, pension plans, and government agencies. The firm employs a team-driven investment approach that combines core and tactical strategies across a range of asset classes and offers multiple service models tailored to client needs.

Jason Speich is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Great Valley since 2021 and is also associated with LPL Financial and Jason Speich LLC, his own business entity focused on tax and investment matters. 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, using a combination of in-house strategies and third-party managers across multiple platforms.

Brandon Arps is a CFP® with 13 years of industry experience, currently serving as an advisor at Annex Wealth Management, LLC since 2017. He previously worked at BMO Harris Financial Advisors and H. Beck, Inc. Arps is also involved with Annex Insurance Services, LLC, which assists clients in acquiring insurance products without receiving commissions. Annex Wealth Management is a multi-team 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 employs a team-oriented investment approach combining ETFs, mutual funds, individual equities, fixed income, options, and alternative investments, while also providing services such as comprehensive wealth management, discretionary portfolio management, and retirement consulting.

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.

Christopher Wacker is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Global View Capital Management, SCF Investment Advisors, and Guardian Life Insurance Co. of America. Outside of advising, he works part-time in freight logistics and has managed self-employed real estate investments since 1978. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors rather than corporate or charitable clients.

Benjamin Irons is a financial advisor at NorthRock Partners, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles at Vantage Financial Partners, LLC, Kent Parks & Recreation Administrative Office, and several hospitality businesses. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation and diversification while offering a range of financial planning and personal office services.

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.

Joel Vrabel is a CFA® charterholder with 31 years of industry experience. He is currently with F L Putnam Investment Management Co. and has previously worked at Ziegler Capital Management, LLC and F/M Investments LLC. F L Putnam serves a diverse client base that includes individual investors, institutions, foundations, endowments, and religious organizations. The firm offers customized portfolios through internally managed strategies and third-party managers across multiple asset classes, employing both strategic asset allocation and tactical adjustments.