Katherine Doyle is a financial advisor with Annex Wealth Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She previously worked at Madison Investments for five years and Reinhart Partners, Inc. for 23 years. Annex Wealth Management serves a diverse client base, including individuals, high-net-worth families, pension plans, and government agencies, offering wealth management, financial planning, and discretionary portfolio management. The firm employs a team-based investment approach that integrates core-and-tactical strategies across various asset types, and provides multiple service models tailored to different client needs.

Steven Lilly is a CFA® charterholder with 15 years of industry experience. He currently works at Silvercrest Asset Management Group LLC, where he has been since 2019. Prior to that, he spent 12 years at Cortina Asset Management. Silvercrest Asset Management Group provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, offering a range of services including separately managed accounts, OCIO, and risk advisory work.

John Fonaas is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 66 designations and possessing 15 years of industry experience. His prior roles include positions at Russell Investments and Transamerica Life Insurance Company. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm integrates discretionary and non-discretionary investment services with multidisciplinary planning through its parent company, emphasizing both strategic asset allocation and tactical adjustments.

Justin Landreman is a financial advisor at Johnson Wealth Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at U.S. Bank and The Boldt Company. Landreman serves as Vice President and Portfolio Manager at Johnson Bank, an investment-related affiliate of Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing approximately $10.35 billion in client assets. The firm serves high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other advisers, offering long-term, purpose-driven portfolio management alongside financial planning and specialized programs.

Dustin Wolk is a CFP® professional with 4 years of industry experience, currently serving at Crescent Grove Advisors since 2016. He is based in Milwaukee, WI. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer (OCIO) solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets using a customized investment policy framework that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

Jacob Hauser is a CFP® professional with six years of industry experience, currently serving as an advisor at Annex Wealth Management, LLC since 2017. Prior to joining Annex, he worked at Nassco Inc for two years. Annex Wealth Management is a multi-team SEC-registered advisory firm that manages over $8 billion for nearly 9,800 clients across various segments, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment approach combining ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments, while providing comprehensive wealth management, financial planning, and retirement consulting services.

Bradley Mazola is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for PNC Investments and PNC Bank from 2010 to 2024. Since 2024, he has served as a Senior Vice President Wealth Advisor at Johnson Bank, concurrently with his role at Johnson Wealth. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in client assets for a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutions. The firm employs a long-term, asset allocation-focused investment approach supported by both qualitative and quantitative analysis, and leverages its affiliation with Johnson Bank to provide integrated wealth and retirement planning services.

Kent Demien Jr. is a CFA® and ChFC® credentialed advisor at Johnson Wealth Inc. in Milwaukee, WI, with eight years of industry experience. He has been with Johnson Wealth since 2016. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in assets for high-net-worth individuals, families, foundations, and other entities. The firm employs a long-term, purpose-driven investment strategy focused on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Leesa Gilliam is a financial advisor at Annex Wealth Management, LLC with 17 years of industry experience. She holds Series 66 and Series 65 designations and has previously worked at PNC Bank, PNC Investments, and BMO Harris Financial Advisors. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base that includes 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 tailored to client needs.

Kathleen Bilansky is a financial advisor with Kovack Advisors, Inc. She holds a Series 66 credential and has six years of industry experience. Her prior work includes roles at Kovack Securities, Inc., LPL Financial, and AJH Wealth Management, where she is also involved in client service and administrative functions. Kovack Advisors, Inc. is a multi-team registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a structured investment process using both internal models and third-party managers, with ongoing account monitoring and rebalancing.

Brandy Weiberg is a financial advisor at Wealthcare Capital Management LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Wealthcare Capital Management since 2004. Wealthcare Capital Management LLC is an SEC-registered multi-team advisory firm managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight by an Investment Policy Committee.

Robert Leuty is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Dana Investment Advisors, Inc. since 2002. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolios, emphasizing relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity, while integrating ESG screening and client-directed exclusions.

Jennifer Jesse is a CFP® professional with four years of industry experience. She has worked at Annex Wealth Management since 2018, with prior experience at Strategic Wealth Partners and United Cerebral Palsy. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse range of clients, including individuals, pension plans, trusts, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies and offers multiple service models to accommodate varying client needs.

Arabella Parins is a CFP® professional with three years of industry experience, currently serving at Annex Wealth Management, LLC. Her prior work includes roles at the University of Wisconsin–Madison and the Sauk Prairie School District. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for about 9,800 clients, offering comprehensive wealth management, discretionary portfolio management, retirement consulting, and a goals-based online service. The firm employs a team-oriented investment process that utilizes a core-and-tactical framework across various asset classes and maintains cross-disciplinary capabilities including accounting, tax services, and insurance product distribution.

Elizabeth Wedward is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with Johnson Wealth since 2016. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in client assets across high-net-worth individuals, families, trusts, and various institutions. The firm’s investment approach emphasizes long-term asset allocation, model portfolios, and manager selection through qualitative and quantitative analysis, offering discretionary and non-discretionary portfolio management along with specialized programs and access to private investments.

Mark Thompson is a financial advisor at Harbour Investments, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Clearstep Financial, Transamerica Financial Advisors, and World Financial Group. In addition to his advisory role, he is an independent insurance agent specializing in equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, offering customized portfolio management and model-based solutions through various investment instruments and third-party platforms.

Kenneth Pollard Jr. is a CFP® professional at Annex Wealth Management, LLC with experience at several firms including Sapient Capital LLC and Abbot Downing (Wells Fargo). He has been with Annex Wealth Management since 2026. 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 uses a team-driven, core-and-tactical investment approach and offers multiple service models to accommodate a range of client needs.

Charles Claussen is a CFP® and ChFC® affiliated with Annex Wealth Management, LLC, with 10 years of industry experience. His prior roles include positions at Transcend Advisor Group, CliftonLarsonAllen Wealth Advisors, The Prudential Insurance Company of America, and Hightower Securities. Outside of his advisory work, he serves as treasurer for The Lupus Foundation, where he reviews financial transactions and attends board meetings. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8 billion for nearly 10,000 clients, serving individuals, plans, nonprofits, trusts, and corporations. The firm employs a team-oriented investment process featuring a core-and-tactical approach across multiple asset classes and offers comprehensive wealth management, retirement consulting, and a goals-based online platform.

Kevin Tydrick is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding the CFP® designation with one year of industry experience. He has been associated with Johnson Bank since 2015, where he serves as Vice President and Retirement Plan Services Advisor. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, and institutional entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers specialized programs such as discretionary management for 401(k) participants, including airline pilots.

Joseph Guerin is a CFA® charterholder with eight years of industry experience. He is currently a Vice President and Director of Research at Johnson Bank and has worked at Johnson Wealth Inc. since 2016. He holds dual roles at Johnson Bank and Johnson Wealth Inc. in Milwaukee, WI. Johnson Wealth Inc. provides advisory and consulting services to high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies including discretionary portfolio management and curated private investments.