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.

Marvin Peplow is a financial advisor at Forum Financial Management, LP with 13 years of industry experience. He holds Series 65 and Series 66 licenses and previously managed an accounting and tax practice at Peplow & Peplow LLC. Forum Financial Management, LP provides advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm emphasizes model asset-allocation portfolios based on Modern Portfolio Theory and serves as a turn-key asset-management platform for independent advisors and RIAs.

Benjamin Deremer is a financial advisor at Harbour Investments, Inc. with seven years of industry experience. He holds a Series 66 designation and has been with Harbour Investments since 2019. In addition to his advisory role, he operates the Deremer Agency, which he has managed since 2016. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and access to multiple investment strategies through both in-house and third-party managers.

Eric Turba is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. Before joining Annex Wealth Management, he worked at US Bank and has been affiliated with the University of Wisconsin Madison. 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, charities, trusts, corporations, and government agencies. The firm employs a team-based investment approach and provides multiple service models, including an online platform and comprehensive wealth management for more complex needs.

Andrew Hughes is a Series 66 licensed advisor with Lifemark Securities Corp. in Oconomowoc, WI, and has 11 years of industry experience. He has worked at Lifemark since 2023 and operates Hughes Financial Services since 2019. Outside of his advisory role, Hughes volunteers as a high school basketball official and coach, serves on a church finance council, and teaches investing basics at St. Joan of Arc School. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering various managed account programs and tailored, suitability-driven advice through both discretionary and non-discretionary account management.

David Grzesk is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, INC. and Global View Capital Management, LLC. Outside of his advisory role, he is a benefits advisor for Aflac, selling supplemental insurance and assisting with claims. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, 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.

Tyler Quinn is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential. He has a total of 12 years of industry experience, including prior roles at North Shore Bank and Nicholas & Company. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for around 9,800 clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process using a core-and-tactical approach across multiple asset classes and offers comprehensive wealth management, financial planning, and discretionary portfolio management services.

Brian Klein is a CFP® with six years of industry experience. He is currently with Curi Capital, LLC and previously worked at Wealth Enhancement Group, SVA Wealth Management, Gilbert & Cook, Inc., and US Bancorp Global Fund Services. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across various managed accounts and funds.

Nolan Rehard is a financial advisor at Curi Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Ameriprise and has a background that includes roles outside finance such as full service painting and swim instruction. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm uses a long-term, fundamentally driven investment approach across a range of strategies and offers both discretionary and non-discretionary portfolio management services.

Christopher Peck is a financial advisor with Harbour Investments, Inc. holding Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Harbour Investments since 1997 and also owns Peck Financial Group, where he provides tax preparation, estate planning, retirement planning, and wealth management services. Additionally, he operates as an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, utilizing a range of investment approaches and ongoing account monitoring.