Claire Wordell is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation with two years of industry experience. She has worked at Johnson Wealth Inc. since 2022 and previously held roles at Johnson Bank and U.S. Bank. Claire’s work includes a dual role as a Wealth Portfolio Analyst at Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other investment advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing a proprietary multivariate scoring methodology and qualitative framework, and offers a range of strategies including model portfolios, mutual funds, ETFs, individual securities, and curated private investments.

Jeffrey Robbins is a CFP® with 20 years of industry experience, currently serving as an advisor at Crescent Grove Advisors. His prior roles include positions at Beacon Pointe Advisors, Next Generation Wealth Management, and Martin Capital Management. 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 solutions, and portfolio advisory. The firm combines long-term strategic allocations with shorter-term tactical adjustments, utilizing independent managers and alternative strategies across discretionary and non-discretionary mandates.

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.

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.

Igor Shaykevich is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Tucker Asset Management since 2021 and also operates Independent Solutions LLC, a business involved in the sale of insurance and other non-securities related products. Additionally, he is involved with 1st Tech Staffing, providing engineering contractor services on an as-needed basis. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning. The firm utilizes a top-down, macroeconomic asset-allocation approach across a range of strategies, including alternative investments and integration with 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.

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.

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.

Michael Neumann is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors since 2020. In addition to his advisory role, Neumann is the CEO of Horizon Insurance Brokerage Group, where he has served since 2014. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

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.

Naomi Ackley is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with 11 years of industry experience. She previously worked at CedarPoint Investment Advisors (now Midland Financial Advisors) for five years before joining Annex Wealth Management in 2019. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process that combines discretionary portfolio management with a core-and-tactical framework utilizing ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments.

William Matt is a financial advisor with Belpointe Asset Management LLC in Milwaukee, WI. He holds a Series 65 designation and has been with Belpointe since 2025. His prior experience includes roles at Wealth Management Solutions, LLC and Concordia University Wisconsin. Outside of his advisory work, Matt serves as a K-9 Comfort Dog Handler and Caregiver for Lutheran Church Charities at Concordia University Wisconsin. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Kenneth Bellinger Jr. is a CFA® charterholder with three years of industry experience. He is currently a Vice President and Fixed Income Analyst at Johnson Bank and Johnson Wealth Inc., where he has worked since 2025. Prior to this, he held roles at Annex Wealth Management, Carroll University, and Uniplan Investment Counsel. Johnson Wealth Inc. provides investment advisory and consulting services to a broad range of clients, including high-net-worth individuals, families, trusts, and institutional investors. The firm focuses on long-term, goal-driven asset allocation and manager selection, employing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots.

Michael Hug is a financial advisor with Infinity Financial Services Advisory in Brookfield, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Infinity Financial Services since 2016 and Infinity Financial Services Advisory since 2020. Outside of advising, he is also an independent life insurance agent. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm provides portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes fundamental, technical, and quantitative analyses alongside the use of complex investment strategies.