David Panitzke is a CFP® and Series 65 credentialed advisor at Annex Wealth Management, LLC with one year of industry experience. Prior to his current role, he held positions at First Midwest Bank, Northshore Bank, and worked with St. Paul's Lutheran Church. 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, trusts, corporations, and government agencies. The firm uses a team-driven investment approach with a core-and-tactical philosophy and offers multiple service models tailored to client needs, alongside affiliated tax preparation and insurance services.

Evan Jahnke is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities. Prior to his financial services career, he served four years in the Armed Forces. 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 investment approach grounded in a core-and-tactical philosophy, offering multiple service models and specialized services such as pension consulting and affiliated tax preparation.

Derek Felske is a CFA® charterholder with 18 years of industry experience. He has been with Annex Wealth Management, LLC since 2011 and previously worked at H. Beck, Inc. from 2011 to 2018. Outside of his advisory work, he serves as an executor for the Cora Arden Trust. 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 employs a team-oriented investment process that integrates ETFs, mutual funds, equities, fixed income, options, and alternative investments, and it offers comprehensive wealth management, financial planning, and retirement consulting services.

Alexander Fons is a financial advisor with Global View Capital Management LLC based in Waukesha, WI. He holds a Series 65 designation and has six years of industry experience. Prior to joining Global View Capital, he worked at PricewaterhouseCoopers and US Bank. Outside of his advisory role, Fons is involved with Eagle Home Solutions, LLC, a real estate business where he manages rental properties. 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 approach utilizing proprietary research and specialized execution platforms to manage portfolios primarily via ETFs and mutual funds.

Anthony Jones is a CFA® charterholder based in Milwaukee, WI, with 14 years of industry experience. He has worked at Robertson Stephens since 2026 and previously spent 20 years at Alpha Investment Consulting Group, LLC. Robertson Stephens serves individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans by providing discretionary and non-discretionary portfolio management, investment consulting, and planning services. The firm employs a range of investment strategies overseen by its Investment Office and Committee, managing $8.76 billion in assets as of December 31, 2025.

Breton Almstedt is a financial advisor at Johnson Wealth Inc. with one year of industry experience. He holds a Series 65 designation and has been a dual employee of Johnson Wealth Inc. and Johnson Bank since 2004, where he serves as Vice President and Service Manager for Retirement Plan Services. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, and institutional clients. The firm focuses on long-term, goal-driven asset allocation and manager selection, employing proprietary methodologies and offering specialized programs such as discretionary management for 401(k) participants like airline pilots.

David Fisher is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual Investment Management and Johnson Bank. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients across individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-driven investment process that combines ETFs, mutual funds, equities, fixed income, options, alternatives, and custom indexing, offering comprehensive wealth management and financial planning services.

Corey Mader is a CFA® charterholder with seven years of industry experience. He has worked at Aspiriant, LLC since 2014. 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 offers customized investment programs using a variety of implementation options and supplements its services with accounting, banking support, tax and estate planning, and access to private investments.

Cory Borcherdt is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding a Series 65 license and four years of industry experience. He previously worked at US Bank Global Fund for five years before joining Annex Wealth Management. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a wide range of clients, 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 classes and offers various service models tailored to client needs.

Jason Speich is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Great Valley since 2021 and is also associated with LPL Financial and Jason Speich LLC, his own business entity focused on tax and investment matters. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across multiple platforms.

Brandon Arps is a CFP® with 14 years of industry experience, currently serving as an advisor at Annex Wealth Management, LLC since 2017. His prior experience includes roles at H. Beck, Inc. and BMO Harris Financial Advisors. He is also involved with Annex Insurance Services, LLC, which assists clients with insurance products on a non-commission basis. 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, core-and-tactical investment approach and offers multiple service models tailored to different client needs.

Christina Lopes Serrao is a financial advisor at Global View Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at several firms including Reiersen Financial and multiple Global View Capital affiliates. Outside of advisory work, she also serves as an insurance agent marketing life, long-term care, disability insurance, and fixed annuities. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach emphasizes technical and quantitative analysis applied to ETFs and mutual funds, supported by proprietary research and a range of managed account options.

Dina Fliss is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Global View Capital affiliates since 2011 and previously held positions at Investment Advisors International, Inc., Transamerica Financial Advisors, and WMA Investment Advisors. Fliss is a member of several advisory boards, including the National Association of Active Investment Managers and Guggenheim-Rydex, where she provides input on product development. Global View Capital Management offers investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment process focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC.

Michael Donnan is a financial advisor at Annex Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including AEGIS Financial and Raymond James Financial Services. Donnan is also involved as an insurance agent with Bowman Insurance Services, providing asset protection advice. Annex Wealth Management delivers wealth management, financial planning, and discretionary portfolio management to a diverse client base, ranging from individual and high-net-worth households to pension plans and government agencies. The firm utilizes a team-driven, core-and-tactical investment approach and offers multiple service models, including an online platform and comprehensive wealth management for more complex client needs.

Christopher Wacker is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Global View Capital Management, SCF Investment Advisors, and Guardian Life Insurance Co. of America. Outside of advising, he works part-time in freight logistics and has managed self-employed real estate investments since 1978. 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 combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors rather than corporate or charitable clients.

Benjamin Irons is an advisor at NorthRock Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining NorthRock, he worked at Vantage Financial Partners, LLC and held various roles in hospitality and administrative offices. NorthRock Partners offers comprehensive wealth management and advisory services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a tailored investment approach focused on asset allocation, diversification, and integrates private market allocations along with AI-supported tax-aware investing and portfolio monitoring.

John Augustin is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Harbour Investments, Inc. since 2001 and is currently associated with Wealth Distribution Strategies. In addition to his advisory roles, he operates as an independent insurance agent, including work with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a blend of fundamental and technical analysis to create customized investment strategies and offers a range of portfolio management services, including model-based solutions delivered through a subscription platform.

Hyatt Harper is a CFP® with 19 years of experience in the financial industry, currently affiliated with Mutual Of Omaha Investor Services, Inc. He has worked with Mutual Of Omaha Insurance Co since 2006. Outside of his advisory role, he is a 40% owner of Clarity Financial LLC and co-owner of Clarity Real Estate LLC, which holds rental property interests. Mutual Of Omaha Investor Services, Inc. serves individual clients, corporations, and qualified retirement plans with financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and utilizes third-party money managers to deliver investment solutions.

Joel Vrabel is a CFA® charterholder with 31 years of experience in the investment industry. He currently serves at F L Putnam Investment Management Co. and has previously worked at firms including F/M Investments LLC, Ziegler Capital Management, Red Granite Advisors, and Robert Baird & Co. He is based in Milwaukee, WI. F L Putnam Investment Management Co. provides investment management and advisory services to a diverse client base, including individual investors, institutions, and family offices. The firm employs a team-based approach that integrates both internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Sarah Kyle is a financial advisor at Annex Wealth Management, LLC with 21 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at BMO Harris Private Bank, TIAA-CREF, and RBC Capital Markets. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process using a core-and-tactical framework across multiple asset classes and offers comprehensive wealth management, financial planning, and discretionary portfolio management services.