Steven Schumacher is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Mutual/United of Omaha since 2003. In addition to 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 services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and uses Pershing as custodian, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Jerome Veranth is a CFA® charterholder with 30 years of industry experience. He has been with Dana Investment Advisors, Inc. since 1994. 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 offers discretionary and non-discretionary equity and fixed-income portfolio management, with an investment process that emphasizes relative-value equity selection and fixed-income strategies focused on income and credit quality, while integrating ESG screening and accommodating client-directed exclusions.

Ryan Komas is a CFP® with two years of industry experience currently with Annex Wealth Management, LLC. Prior to joining Annex, he worked at WFA Asset Management Corp and Harbour Investments. His background also includes roles in education and graphic design. 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 employs a team-based investment approach combining core and tactical strategies across multiple asset types and offers a range of service models to accommodate different client needs.

Eric Strom is a CFP® with eight years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC since 2018. Prior to joining Annex, he held positions at H. Beck, Inc., Securities Service Network, Choice Advisor, Focused Tax Solutions, and Lands End. Outside of his advisory role, Strom is a board member of the Maryland Avenue Montessori Fund and is involved in music royalties. Annex Wealth Management is a multi-team, SEC-registered advisory firm managing over $8 billion for nearly 10,000 clients. The firm offers comprehensive wealth management, retirement consulting, and a goals-based online service, employing a team-oriented investment approach that combines ETFs, mutual funds, equities, fixed income, options, alternatives, and custom indexing.

Kevin Trecek is a CFP® with four years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. 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 uses a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, and alternative investments, offering comprehensive wealth management and financial planning services.

Michael Feeney is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at R & R Group, Ele Wealth Advisors, and other firms, alongside ongoing involvement in real estate property management through Adele & Mike Property Management, LLC. He also works as a substitute teacher within the Ogden City Schools district. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach, utilizing an algorithmic research platform to guide portfolio decisions across a range of products including SMAs, mutual funds, ETFs, and third-party manager options.

Xiaonan Wu is a financial advisor at Annex Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining Annex, Wu worked in education within the University of Wisconsin Madison, Bellevue School District, and the Singapore School System. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse range of clients, including high-net-worth households, pension plans, and government agencies. The firm employs a team-based investment approach that integrates a core-and-tactical philosophy across multiple service models and offers affiliated tax and insurance services through its related entities.

Elena Erkenswick is a financial advisor at Annex Wealth Management, LLC with a Series 65 designation and no prior industry experience. Her background includes roles at Joseph G Erkenswick CPA, the College of Lake County, and various positions in retail and education. 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 investment approach combining core and tactical strategies across multiple asset types and offers a range of service models tailored to clients’ needs.

Joel Paetznick is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Global View Capital Management and its related entities since 2010 and also works as a call center customer service representative at Convergys Corporation. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, using algorithmic research and quantitative methods to manage strategies aligned with client risk profiles and objectives. The firm offers various managed account programs, including a low-cost ETF-only option, and owns a proprietary research arm that generates daily investment rankings and alerts.

Russell Enea is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including WFA Asset Management Corp, Alliance Bernstein, and Robert W. Baird. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies across various asset types and offers multiple service models tailored to client needs.

Michael Murtos is a CFP® professional with 34 years of industry experience. He has been with Annex Wealth Management, LLC since 2016 and previously worked at H. Beck, Inc. and Cetera Advisor Networks. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, and charitable organizations. The firm uses a team-oriented investment approach centered on a core-and-tactical framework, offering comprehensive wealth management, discretionary portfolio management, and retirement consulting services.

Mark Tate is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Waukesha, WI. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to his current role, he worked at Associated Investment Services, Inc. and LPL Financial. Outside of his advisory work, he serves as president of Youth Life Builders of Southern Wisconsin and is a board member for CHILIMANIA, where he is involved in organizing fundraising events for local scholarships and non-profits. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a national network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, using both proprietary and third-party platforms.

Germaine Meverden is a financial advisor at Global View Capital Management LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Global View Capital Management since 2014. In addition to her advisory role, she is involved in offering fixed insurance products and serves as an executive director at Experior Financial Group, expanding fixed insurance options for her clients. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses a quantitative and technical investment approach supported by an algorithmic research platform and offers multiple program options including SMA, mutual funds, ETFs, and held-away account management.

Timothy Schwister is a financial advisor at Global View Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including New York Life Securities and American National Insurance Company. Outside of advisory work, Schwister is involved with The Wisconsin Alliance for Civic Trust as a regional director volunteer and leads The Schwister Group, an investment signal provider. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, model-based investment approach using technical indicators and owns its research platform that produces daily rankings and buy/sell alerts for their strategies.

Daniel Fleming is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Great Valley Advisor Group and LPL Financial since 2017, and previously spent 16 years with The Prudential Insurance Company of America and Pruco Securities, LLC. 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 with regular due diligence and ongoing portfolio oversight.

John Selas is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 39 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 as an agent. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction with a combination of in-house strategies and third-party managers.

Nathan Kublank is a CFP® professional with 21 years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2016, and previously was with CliftonLarsonAllen Wealth Advisors, LLC from 2012 to 2016. He volunteers as a board member of the finance and distribution review committees of WISPact (Wisconsin Pooled and Community Trusts). 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 comprehensive wealth planning and family office services. The firm offers customized investment programs using a variety of implementation options and notable family office capabilities including accounting, banking support, and targeted consulting services.

Sameer Chowdhury is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and no prior industry experience. His work history includes roles at E2 Retirement Consulting LLC and positions at UW Whitewater. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, utilizing both discretionary and non-discretionary approaches with investment strategies tailored by individual advisers and third-party managers.

John Bodden is a financial advisor at Harbour Investments, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Annex Wealth Management, H. Beck, Inc., and Bodden Wealth Management. In addition to his advisory role, he is an independent insurance agent, which may include equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a mix of fundamental and technical analysis to create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.

Luke Will is a CFP® with 11 years of experience in the financial services industry, currently serving with Belpointe Asset Management LLC. His prior positions include roles at D.H. Hill Securities, Park Avenue Securities, and Guardian Life Insurance. Outside of advisory work, he is a co-owner of Maximus Capital, a real estate investing business. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to a broad client base, including high-net-worth individuals, corporations, and trusts, utilizing customized portfolio strategies and various advisory relationships.