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.

Thomas Parks is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Annex Wealth Management since 2014 and previously worked at H. Beck, Inc. He serves on the boards of the Independent Business Association of Wisconsin and HPGM, organizations focused on business networking and Hispanic professional community engagement, respectively. Annex Wealth Management is an 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 utilizes a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, alternatives, and custom indexing, supported by its affiliated accounting and insurance services and a range of client educational resources.

Lucas Kraft is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2023. He previously worked at Cion Securities, LLC for eight years. Outside of his advisory role, Kraft is active in professional and community organizations, including serving as President of the Financial Planning Association of Wisconsin, volunteering as a financial literacy coach for teenagers, and holding leadership positions in local alumni and community clubs. 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, utilizing a range of instruments such as mutual funds, ETFs, and separately managed accounts.

Robert Beseke is a financial advisor at Belpointe Asset Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Life Insurance Company, Massachusetts Mutual Life Insurance Company, Sage Point, and Freedom Wealth Alliance. Beseke is also involved as a portfolio manager and minority owner in private fund entities under the Trading Edge name. Belpointe Asset Management serves a diverse client base ranging from individual investors to corporations and retirement plans. The firm provides discretionary investment management and financial planning through customized portfolios and a variety of strategies, supported by an extensive network of affiliated businesses and product sponsorships.

Brian Jacobsen is a CFP® and CFA® with 21 years of industry experience. He is currently with Annex Wealth Management, LLC and previously spent 15 years at Allspring Funds Management, LLC. He serves as an Instructor of Practice at Marquette University, teaching courses in economics and finance. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-driven investment approach that integrates core and tactical strategies across various asset classes and offers multiple service models tailored to different client needs.

Lisa Mumper is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds a Series 66 designation and previously worked at Russell Investments for 12 years before joining Harbour Investments and Wealth Distribution Strategies. Outside of her advisory role, she works as a bartender at Reggie & Gerry’s in Cudahy, WI. 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 mix of fundamental and technical analysis to construct customized investment strategies and offers model-based solutions through a subscription platform.

Andrew Meyer is a financial advisor with NorthRock Partners, LLC in Elm Grove, WI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Meyer is also a part-owner of businesses providing tax preparation services. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and rebalancing, offering a range of advisory and personal office services including tax preparation and bill pay.

Alexander Stemberger is a CFP® and Series 65 designated advisor with Johnson Wealth Inc. in Milwaukee, WI, bringing four years of industry experience. His prior roles include positions at Northland Securities and The Legend at Brandybrook. He is also employed full-time as a Wealth Operations Trade Specialist at Johnson Bank. Johnson Wealth Inc. is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other advisers. The firm focuses on a long-term, purpose-driven investment approach that emphasizes asset allocation, model portfolios, and manager selection through qualitative and quantitative analysis.

John Petrie is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC. He has been with Aspiriant in various roles since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm uses customized investment programs with a range of implementation options and offers expanded family office capabilities including accounting and banking support.

Trevor Kurth is a CFP® with nine years of industry experience, currently serving as a financial advisor at Regal Investment Advisors LLC since 2017. He also has experience with Regulus Financial Group, LLC starting in 2016. Kurth markets under the name Fischer Wealth Management and provides life, disability, and long-term care insurance options to clients. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management primarily to SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and provides trade execution, rebalancing, and overlay management within a sub-advisory platform.

Maureen Holsen is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Johnson Wealth Inc. in Milwaukee, WI, where she has worked since 2026. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Ehlers Investment Partners, LLC. Johnson Wealth Inc. is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, and various institutional clients. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Jesse Niederbaumer is a financial advisor at NorthRock Partners, LLC with 26 years of industry experience. He previously worked at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Niederbaumer is a partial owner of VF Tax Service LLC, which provides tax preparation services, and VF Ventures LLC, which manages private equity and pooled investment vehicles. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm uses a tailored, holistic investment approach emphasizing diversification and broad asset allocation, offering both public and private market strategies alongside personal office services such as tax preparation and bill pay.

Joseph Maier is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation and seven years of experience at Johnson Wealth and Johnson Bank. Prior to joining Johnson, he worked in legal roles at Foley & Lardner and O'Neil, Cannon Law Firm. He serves as Senior Vice President and Director of Wealth Strategy at Johnson Bank, a dual role alongside his advisory duties. Johnson Wealth is an SEC-registered investment adviser managing over $10 billion in client assets for high-net-worth individuals, families, trusts, foundations, and institutions. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, and it provides both discretionary and non-discretionary portfolio management along with specialized financial planning services.

Gregory Dahlman is a CFA® charterholder with 17 years of industry experience, currently serving at Dana Investment Advisors, Inc. since 2006. He holds a Series 63 license and is based in Waukesha, WI. Dana Investment Advisors, Inc. is an independent investment management firm providing supervisory services to individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm employs a relative-value equity selection process alongside fixed-income strategies focused on income and credit quality, and integrates ESG screening while accommodating client-directed social or faith-based exclusions.