Matthew Fechter is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2021. Prior to joining Belpointe, he was employed at US Bank and Abox Inc dba PIRTEK Menomonee Falls. Fechter is also involved in fixed insurance sales and operates under the DBA Redwood Financial Strategies, providing investment advisory services alongside insurance sales. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that may include passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Pieter Mulder is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at The Harvey House, The Nitty Gritty, and several other organizations. He has also been involved with USA Hockey and educational institutions such as Alexandria School District 206 and the University of St. Thomas. Annex Wealth Management serves 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 across various asset classes and offers multiple service models to accommodate different client needs.

John Czukas III is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Harbour Investments since 2018, following roles at Thrivent Financial and Thrivent Distributors LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Rebecca Posig is a CFP® and Series 65-licensed advisor with three years of industry experience. She is currently with Annex Wealth Management, LLC and has prior experience at Kowal Investment Group as well as roles in education and administration at Carroll University and the Greenfield School District. 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, trusts, corporations, and government agencies. The firm employs a team-driven, core-and-tactical investment approach and offers multiple service models, as well as affiliated tax and insurance services.

Michael Massey is a financial advisor with Packerland Brokerage Services, Inc. in Hartland, Wisconsin. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including prior roles at ClearStep Financial and Harbour Investments, Inc. Since 2018, Massey has also been involved in Medicare insurance sales. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting. The firm utilizes both direct management and third-party money managers on the Hilltop-cleared Envestnet platform, providing customized investment solutions across various account structures.

Kirt Cochran is a financial advisor at Mutual of Omaha Investor Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mutual of Omaha Investor Services since 2016, as well as at COUNTRY FINANCIAL from 2014 to 2016. 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 through a network of Investment Advisor Representatives who recommend model portfolios and third-party managers on an approved platform, offering both discretionary and non-discretionary investment strategies.

Joseph Biwer is a financial advisor at Belpointe Asset Management LLC and holds a Series 65 credential. He has prior experience at Navigation Wealth Management and Corporate Valuation Advisors, as well as roles in education at the University of Wisconsin-Whitewater and Arrowhead High School. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and consulting services. The firm employs a range of investment strategies tailored to client objectives and risk tolerance and supports various affiliated businesses and product sponsorships alongside its advisory practice.

Matthew Kavanagh is a financial advisor with Great Valley Advisor Group, LLC based in Brookfield, WI. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His prior roles include positions at LPL Financial and GWFS Equities. 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.

Jesse Grutz is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at AE Wealth Management, LLC, Foundations Investment Advisors, and AlphaStar Capital Management, LLC. He has also operated Grutz Financial and has a longstanding affiliation with The Retirement Co. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that integrates tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Lee Wolcott is a financial advisor at Provident Trust Company in Waukesha, WI, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Provident Trust Company since 2001. Provident Trust Company provides investment advisory, fiduciary, and custody services to a diverse client base, including individuals, trusts, estates, corporations, and investment companies. The firm employs a multi-cap, “Growth at Reasonable Prices” equity strategy and manages focused portfolios typically containing fewer than 25 U.S. securities, complemented by balanced strategies and fixed-income exposure.

David Mathers is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 designations and eight years of industry experience. His prior work includes roles at Johnson Controls International, Periscope Equity, and Robert W. Baird. Outside of his advisory duties, Mathers is a senior manager at Sonny's Enterprises LLC, a manufacturing and distribution company, and holds minority ownership in Private Wealth Advisers LLC. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an internal investment committee.

Philip Kastenholz is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Pewaukee, WI. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting. The firm uses customized investment programs based on internal Capital Market Expectations and offers access to various investment vehicles, including third-party managers, ETFs, private investments, and public mutual funds.

Thomas Berkholtz is a CFP® with six years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. He previously worked at Kalos Capital, Legacy Advisor Network, and BMO Harris Bank. Berkholtz is also involved with Annex Insurance Services and Annex Tax Services, which occasionally recommend insurance products and prepare tax returns without receiving additional compensation. Annex Wealth Management is an SEC-registered firm managing approximately $8 billion for nearly 10,000 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment approach with a core-and-tactical framework, offering comprehensive wealth management, discretionary portfolio management, and retirement consulting services.

Steven Jaeger is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has been with Dana Investment Advisors, Inc. since 2021, following prior roles at The Downey Group and M HOLDINGS SECURITIES, Inc. Outside of his advisory work, he is the owner of Bowlers Headquarters, a business based in Milwaukee, WI. Dana Investment Advisors, Inc. 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 employs a relative-value equity selection process and fixed-income strategies that incorporate ESG screening, managing portfolios through separately managed accounts, wrap programs, and model-based platforms.

Samuel Streator is a financial advisor at Annex Wealth Management, LLC with Series 65 registration and two years of industry experience. Prior to joining Annex Wealth Management in 2024, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, he has been involved with Crossfit Funky since 2018. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to individuals, high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-based investment approach combining core and tactical strategies across various asset classes and provides multiple service models to accommodate different client needs.

Timothy Boyle is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with experience across multiple financial firms dating back to 2016. He has worked at Annex Wealth Management since 2026 and previously held roles at THG Financial, Aaa, Asurea, and Allstate. Annex Wealth Management serves a diverse client base including individuals, high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm uses a team-driven, core-and-tactical investment approach and offers a range of service models, including online platforms and tailored wealth management solutions, alongside affiliated tax and insurance services.

Stanley Sakalowski is a financial advisor with Belpointe Asset Management LLC in Hartland, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Metropolitan Life Insurance Co., Mass Mutual Investors Services, and OSAIC. Outside of his advisory work, he coaches and mentors swimmers with the British Swim School Milwaukee Barracuda Swim Team. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a mix of passive, active, tactical, and blended strategies, managing accounts on a discretionary basis and combining internal portfolio construction with third-party manager relationships.

Jacob Galante is a CFP® and Series 65-registered financial advisor with three years of industry experience. He currently works at Annex Wealth Management, LLC, where he has been since 2022. Prior to joining Annex, he held roles at Fisher Investments and Westbury Bank. Annex Wealth Management serves 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 using a variety of asset classes, and offers multiple service models that cater to a wide range of client needs.

Samuel Harmeyer is a CFP® with five years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Distributors, as well as experience with US Bancorp Global Fund Services and Robert W. Baird. 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, trusts, corporations, and government agencies. The firm employs a team-driven investment approach using a core-and-tactical philosophy across various asset classes and offers multiple service models tailored to client needs.

Steven Schumacher is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Mutual/United of Omaha since 2003. Outside of his advisory role, he works as an insurance agent specializing in life, health, annuity, long-term care, disability, and critical illness insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, managed account programs, and retirement plan consulting through a network of Investment Advisor Representatives using a platform that includes model portfolios and third-party managers.