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. He has worked at Global View Capital Management since 2014 and has additional involvement with Global View Capital Advisors and Global View Capital Insurance Services. Outside of his advisory role, he is listed as a beneficiary on an Amway retail products account linked to his spouse, maintained for succession purposes only. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs technical and quantitative methods, supported by an in-house algorithmic research platform, to manage investments and offers a variety of programs including personalized managed accounts and a low-cost ETF-only option.

William Lamborne is a financial advisor at Annex Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual Investment Services and New York Life Insurance Company. Lamborne also serves as 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, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-based investment process that combines core and tactical strategies across various asset classes and offers multiple service models tailored to different client needs.

Eli Kwas is a CFA® charterholder affiliated with Curi Capital, LLC in Milwaukee, WI. He has one year of experience at Curi Capital and previously worked for Artisan Partners for three years. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies and third-party managers across equities and fixed income.

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 credentials and 17 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2009. Outside of his advisory role, Langston is also an insurance agent specializing in life, health, and annuity products and serves as a notary public. 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 offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and managers on the MOIS platform.

Cody Kave is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and 12 years of industry experience. He has worked with LPL Financial and Householder Group Estate & Retirement Specialists since 2016 and operates Kave Family Financial, a family-run business established in 2013. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including 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 variety of in-house and third-party strategies.

James Mc Court is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Apollon Wealth Management, LLC and previously worked at Purshe Kaplan Sterling Investments, Independent Financial Group, and Sagepoint Financial. Mc Court serves as an officer and chair of the finance committee for the Child Restoration Outreach Support Organization, a nonprofit focused on oversight of its finances. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and charitable organizations with various investment management and financial planning services. The firm employs a combination of centrally managed models and locally managed strategies, offers ESG and tax management tools, and manages approximately $11.6 billion in client assets across a broad network of advisors.

Barry Arnold is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and 66 licenses and bringing 36 years of industry experience. He previously worked at Thrivent Financial and its investment management division and currently serves as Chief Investment Officer and a board member and president of the National Association of Active Investment Managers (NAAIM). Arnold also participates on the AXO Client Advisory Board, providing input on custodial platform enhancements. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, technically driven investment approach supported by proprietary research and provides clients with model-based strategies, including personalized managed accounts and ETF-only options.

Martha Kuhn is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with four years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Annex Wealth Management, she worked at Cetera Advisor Networks and The Benefits Companies, Inc., and spent over a decade at LifeTouch National School Studios. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities, offering comprehensive wealth management, discretionary portfolio management, and goals-based financial planning through a team-oriented investment process.

Ryan Van Blarcom is a CFP® and holds a Series 65 license with four years of experience in financial advisory roles. He is currently with Aprio Wealth Management, LLC and previously worked at Annex Wealth Management and U.S. Bank. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and trading strategies, while coordinating with an affiliated CPA firm for accounting and tax referrals.

Robert Du Charme is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at SCF Investment Advisors, Global View Capital Management, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he owns and operates Du Charme Financial Solutions and Du Charme Financial & Business Solutions, providing accounting, tax, and business consulting services. Encompass More Asset Management LLC 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.

Kimberly Steinbrenner is a financial advisor at Saxony Capital Management, LLC with 16 years of industry experience. She holds a Series 66 credential and has worked at firms including LaSalle St Investment Advisors and Steinbrenner Financial Group. Outside of her advisory role, she assists with seminars and trust and estate planning through Heartland Organization Ltd. Saxony Capital Management provides portfolio management and financial planning services to individuals—including high-net-worth clients—as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers a range of investment strategies alongside third-party advisory and annuity referral services.

John Ceaglske is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including SagePoint Financial, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory role, he is a part-owner of an indoor baseball and softball training facility and is involved in real estate investment ventures, including an LLC focused on revitalization efforts in his hometown. Belpointe Asset Management serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios using a range of investment strategies and supports proprietary funds, real estate syndications, and provides platform services to other advisers.

Michael Honkamp is a CFA® charterholder with 25 years of industry experience. He has been with Dana Investment Advisors Inc. since 1999 and also maintains a long-term association with Rochambo. 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 manages equity and fixed-income portfolios using separately managed accounts, wrap programs, and model-based platforms, with an investment approach that emphasizes relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity.

Nicholas Kavelaris is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Fidelity Investments, Annex Wealth Management, and Equitable Advisors. Outside of financial advising, he is an adjunct professor at the University of Wisconsin-Whitewater, the owner of a counseling and consulting business focused on mental health and coaching, and serves as chairman of the leadership team at Grace Church in Delafield, Wisconsin. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory and asset management services, financial and estate planning, business succession consulting, and plan-level services. The firm combines fiduciary RIA services with broker-dealer and insurance activities and integrates multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

James Sayas is a financial advisor at Encompass More Asset Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, Global View Capital Management, and Royalty Financial Planning and Insurance, among others. Outside of advising, he holds a strategic account executive role at The Craneware Group, a healthcare software company, and serves as a board member of the Wisconsin Alumni Association Waukesha County Chapter. 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 that integrates quantitative, qualitative, and fundamental analysis on the Amplify platform.

Brenda Gebhardt is a financial advisor with Harbour Investments, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining Harbour in 2023, she worked at Cetera Advisors LLC and First Allied Advisory Services in various capacities. Outside of advising, she owns and operates Gebhardt Financial LLC and is an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Amy Kiiskila is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC since 2021. Her prior experience includes roles at Northwestern Mutual Investment Management and Michael Best & Friedrich, LLP. Outside of her advisory work, she serves as a trustee of the Barbara Ward Irrevocable Trust and holds board positions with the Women & Girls Fund of Waukesha County and the Catholic Community Foundation. Annex Wealth Management is an SEC-registered firm managing over $8 billion for nearly 10,000 clients across individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, and alternative investments, and offers comprehensive wealth management and financial planning services.