Kyle Thomas is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and 65 licenses and bringing 18 years of industry experience. He has worked at firms including LPL Financial and Mass Mutual Investors Services. Thomas provides investment advisory services through Great Valley Advisor Group, an independent registered investment advisor. Great Valley Advisor Group is a multi-team SEC-registered firm serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a range of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

John Vanbeusekom is a financial advisor at Mutual of Omaha Investor Services, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mutual of Omaha Investor Services and its predecessor Mutual/United of Omaha since 1985. Outside of his advisory role, he serves as vice president of the Gridiron Club of Germantown, a nonprofit organization that raises funds for community football programs. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs. The firm operates managed solutions primarily through Envestnet and works alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Caleb Hutchins is a financial advisor at RiverFront Investment Group, LLC with 13 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining RiverFront in 2026, he spent 12 years at Robert Baird & Co. and has been affiliated with UW-Milwaukee for 20 years. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines its Price Matters® valuation framework with tactical asset allocation and security selection, implementing strategies through various model delivery platforms and customized portfolio solutions.

Aaron Bain is a Series 65-licensed advisor at Annex Wealth Management, LLC with one year of industry experience. His background includes roles in education and service industries prior to joining Annex. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individual and high-net-worth households, pension plans, and government agencies. The firm utilizes a team-driven investment approach with a core-and-tactical philosophy and provides multiple service models to accommodate varying client needs.

James Janikowski is a Series 63-licensed financial advisor with 18 years of industry experience. He has worked at Dana Investment Advisors, Inc. since 2022 and previously spent 15 years at Legacy Capital Partners, Inc. He is also a member of LCP Holdco, LLC, a holding company related to the sale of Legacy Capital Partners' assets. 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, emphasizing relative-value equity selection and fixed-income strategies focused on income and credit quality, while integrating ESG screening and accommodating client-directed social or faith-based exclusions.

Brian Gaertner is a financial advisor with RiverFront Investment Group, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Robert Baird & Co. and ALPS Distributors, Inc., and he currently serves as President of the Whitefish Bay Gridiron Club Inc., a nonprofit focused on fundraising for local football teams. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a valuation framework combined with tactical asset allocation and security selection across global markets, delivering portfolios through multiple platforms including SMAs, UMAs, and model delivery systems.

Andrew Rehorst is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI. He holds the Series 66 designation and has 10 years of industry experience, including 11 years at UBS Financial Services. He joined Annex Wealth Management in 2026. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients across individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm provides wealth management, financial planning, discretionary portfolio management, and retirement consulting through a team-oriented investment process that integrates ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Craig Rusch is a financial advisor at Apollon Wealth Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Independent Financial Group, SagePoint Financial, SII Investments, Inc., OSAIC Services, Inc., and Edward Jones. Outside of his advisory role, he serves as President of the Fort Atkinson Wisconservation Club, a nonprofit conservation organization. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering financial planning and portfolio management through a combination of centrally managed strategies and locally managed portfolios.

Rece Mulder is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding a Series 65 credential and beginning his advisory career in 2026. His prior work experience includes roles at Good Feet Store, BMOC, Saputo, and Trader Joe's, as well as university studies at the University of Wisconsin - Madison. 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, and government agencies. The firm employs a team-driven investment approach that combines core and tactical strategies across various asset classes and offers multiple service models tailored to clients' account sizes and complexity.

Michael Distefano is a financial advisor at Creativeone Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes positions at Change Path LLC, Riverwater Partners LLC, and a brief period of unemployment in 2017-2018. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Jacob Sorensen is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and with one year of industry experience. Prior to joining the firm, he worked in various roles including at Darrell's Point S and Master Muffler. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants, utilizing a technical and quantitative investment approach focused on ETFs and mutual funds. The firm leverages proprietary research and operational infrastructure to manage both discretionary and held-away retirement assets.

Susanne Lopez is a CFP® professional with 11 years of experience in the financial services industry. She has worked at Annex Wealth Management since 2019 and previously held roles at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services, LLC. Outside of her advisory work, she serves as a lead development coach at Shorewood Swim Club and manages administrative duties for a boat rental business, Wake the Lake, LLC. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8 billion for nearly 10,000 clients across individuals, pension plans, charities, trusts, and corporate entities. The firm employs a team-oriented investment process that combines core and tactical strategies using ETFs, mutual funds, individual securities, options, and alternatives, with discretionary management and ongoing portfolio oversight.

Marcella Nemke is a financial advisor with Global View Capital Management LLC who holds Series 63 and Series 65 credentials and has 22 years of industry experience. She has worked with Global View Capital entities since 2010 and previously operated Marcie's Financial & Tax Services for 30 years. Outside of advising, she serves on the finance council at St. Florian Catholic Church. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment process using proprietary research and manages models primarily through ETFs and mutual funds with structured downside risk controls.

Asbjorn Sanders is a CFP® professional with 25 years of experience in the financial industry. He currently works at Annex Wealth Management, LLC and has prior experience with J.P. Morgan Securities, JPMorgan Chase Bank, TIAA-CREF, and USAA Financial Planning Services. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management for 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-based investment approach combining core and tactical strategies and offers multiple service models tailored to client needs.

Kurt Zipp is a CFP® professional with 19 years of industry experience, currently serving at Belpointe Asset Management LLC and D.H. Hill Securities. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, Waddell & Reed Inc, and various insurance carriers. Outside of his advisory work, he holds public service positions as a trustee for the Village of Darien and as a member of the ORLC Board of Education, and he is involved in engineering consulting and sports officiating through his own businesses. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Brian Bartholomew is a financial advisor with Annex Wealth Management, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at RSM US Wealth Management LLC for three years before joining Annex in 2020. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and government agencies. The firm employs a team-driven investment approach using a core-and-tactical philosophy and offers multiple service models tailored to a range of client needs.

Clark Gaulke is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2017 and at Equable Securities Corporation since 1998. Outside of his advisory role, he is an independent insurance agent with Equity Enterprises. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing a mix of fundamental and technical analysis to create customized strategies using various investment instruments and model-based solutions.

Andrew Houte is a CFP® with 23 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC since 2016 and LPL Financial since 2015. He also operates Next Level Planning & Wealth Management, providing non-variable insurance products and tax preparation services. 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.

William Matt is a CFP® with 40 years of experience in the financial services industry. He currently works at Belpointe Asset Management LLC and has previously held roles at Freedom Wealth Alliance, SagePoint Financial, Mass Mutual Investors Services, MetLife Securities Inc., and New England Securities. 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, retirement plan consulting, and acts as a sub- or co-advisor, utilizing customized portfolios with a range of investment strategies tailored to client objectives and risk tolerance.

Jake Janicek is a financial advisor at Annex Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at WFA Asset Management Corp. and UWM - Milwaukee. Annex Wealth Management serves a diverse client base, including individual and high-net-worth households, pension plans, charitable organizations, and government agencies. The firm employs a team-driven investment approach that combines core and tactical strategies across various asset classes and offers multiple service models tailored to client needs.