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 13 years of industry experience, currently serving as an advisor at Annex Wealth Management, LLC since 2017. He previously worked at BMO Harris Financial Advisors and H. Beck, Inc. Arps is also involved with Annex Insurance Services, LLC, which assists clients in acquiring insurance products without receiving commissions. Annex Wealth Management is a multi-team SEC-registered advisory 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 approach combining ETFs, mutual funds, individual equities, fixed income, options, and alternative investments, while also providing services such as comprehensive wealth management, discretionary portfolio management, and retirement consulting.

Christina Lopes Serrao is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and four years of industry experience. Her career includes roles at multiple related entities within the Global View Capital group and prior work at Reiersen Financial. She also serves as an insurance agent marketing life, long-term care, disability insurance products, and fixed annuities. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, technical approach to investment selection supported by its proprietary research platform and offers a variety of managed account options.

Dina Fliss is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been affiliated with multiple Global View entities since 2010, including serving as president and investment adviser representative of Global View Capital Management, LLC. Outside of her advisory role, she holds leadership positions in several privately owned business entities and serves on the board of the National Association of Active Investment Managers. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach using technical and quantitative methods, supported by its proprietary research platform, and offers a range of managed account programs and third-party platform integrations.

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 a financial advisor at NorthRock Partners, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles at Vantage Financial Partners, LLC, Kent Parks & Recreation Administrative Office, and several hospitality businesses. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation and diversification while offering a range of financial planning and personal office services.

Cory Spencer is a financial advisor at Belpointe Asset Management LLC with the Series 65 designation and four years of industry experience. He has worked at Belpointe since 2022 and has prior experience with Legacy Partners Group, Guardian Resources, and Johnson Law Group PA. Outside of his advisory role, Spencer is involved in estate planning law through Nylen Partners, LLC. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through advisor-specific strategies, model portfolios, and third-party co- or sub-advisory relationships.

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® professional with 18 years of experience, currently serving at Mutual of Omaha Investor Services, Inc. He has been affiliated with Mutual of Omaha Insurance Company 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 manages office property in Hopkins, MN. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and managed account solutions, working primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and third-party managers.

Joel Vrabel is a CFA® charterholder with 31 years of industry experience. He is currently with F L Putnam Investment Management Co. and has previously worked at Ziegler Capital Management, LLC and F/M Investments LLC. F L Putnam serves a diverse client base that includes individual investors, institutions, foundations, endowments, and religious organizations. The firm offers customized portfolios through internally managed strategies and third-party managers across multiple asset classes, employing both strategic asset allocation and tactical adjustments.

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.

Mark Dittmann is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Global View Capital, he worked at Cambridge Investment Research and spent nearly two decades at Harley-Davidson Motor Company. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans, using a quantitative and technical investment approach supported by an in-house algorithmic research platform.

Jeffrey Stanich Jr. is a CFP® professional with seven years of industry experience, currently serving at Annex Wealth Management, LLC since 2020. His prior roles include positions at Nadler Financial Group, Ausdal Financial Partners, and Northwestern Mutual. Outside of advising, he is an owner of a Chicago Board of Trade full seat, which he has leased since 2017. Annex Wealth Management is an SEC-registered advisory firm managing over $8 billion for nearly 10,000 clients, including individuals, pensions, charitable organizations, and corporate entities. The firm employs a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options, and alternative investments within a discretionary management framework, alongside integrated accounting and insurance services.

Matt Porter is a financial advisor with Arkadios Wealth Advisors in New Berlin, WI, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Triad Advisors, Inc. from 2016 to 2018. Outside of investment advisory, he owns a business selling and servicing fixed insurance products and occasionally buys and sells collectibles. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of managed account options, access to third-party money managers, and financial planning. The firm employs an integrated model combining a network of advisory legal entities, an affiliated broker-dealer, and an internal portfolio team to support advisors and clients.

Patricia Beine is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has been affiliated with Harbour Investments and ClearStep Financial since 2016. Outside of her advisory role, she is involved in fixed insurance sales through ClearStep Financial. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and various account management services, utilizing a variety of investment strategies tailored by individual advisors and approved third-party managers.

Jessica Huerta is a financial advisor at Harbour Investments, Inc. She holds a Series 66 designation and has experience working at The Leist Group, LLC, Wisconsin Preferred Insurance, First Fidelity Home Mortgage, and AT&T. Outside of her advisory role, she is an independent insurance agent and works part-time as a mortgage loan officer. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Darren Liberski is a financial advisor with intrua Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Freedom Wealth Alliance and LPL Financial since 2014 and currently serves as a registered investment advisor through intrua Financial. Outside of his advisory roles, he is a notary public. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment approach combining fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management.

Jason Herried is a CFA® charterholder with nine years of industry experience. He is a senior portfolio manager at Johnson Wealth Inc. and Johnson Bank, where he has worked since 2015. Herried holds the Series 63 designation and serves as SVP Director of Equity Strategy at Johnson Bank. Johnson Wealth Inc. is a multi-team SEC-registered investment adviser managing over $10 billion in client assets for a diverse client base including high-net-worth individuals, trusts, foundations, and institutions. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analysis methods.

Anatole Kamentz is a financial advisor with Global View Capital Management LLC, holding a Series 63 designation and bringing 31 years of industry experience. He has been associated with Global View Capital Advisors and related entities since 2013. In addition to his advisory work, he owns and operates Jana's Tax Service, providing tax preparation and planning for individuals and businesses. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a suitability questionnaire to determine risk profiles and uses technical and quantitative methods to manage strategies, supported by its proprietary research platform.