Brian Kleist is a CFP® professional with 21 years of industry experience. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2017 and previously spent seven years at RUSSELL Investments. Outside of his advisory role, he and his wife own and manage residential rental properties. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with mutual funds and ETFs, incorporates both active and passive strategies, and offers integrated planning through its Private Client Services model.

Benjamin Langston is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2009. In addition to his advisory role, Langston is a licensed insurance agent specializing in life, health, and annuity products and serves as a notary public. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting through relationships with third-party managers and platform providers like Envestnet.

Cody Kave is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and 13 years of industry experience. He has worked at LPL Financial since 2016 and was previously affiliated with Householder Group Estate & Retirement Specialists. Kave also operates Kave Family Financial, a business engaged in investment advisory and insurance services. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a combination of in-house strategies and third-party platforms, including partnerships with LPL, Fidelity, Schwab, and SEI.

James Mc Court is a CFP® professional affiliated with Apollon Wealth Management, LLC, with 15 years of industry experience. His background includes roles at Purshe Kaplan Sterling Investments, Independent Financial Group, and Sagepoint Financial, Inc. He serves as an officer and chair of the finance committee for Child Restoration Outreach Support Organization, a nonprofit focused on restorative efforts. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, and charitable organizations. The firm employs a combination of centrally managed strategies and locally managed portfolios, offering a range of services including financial planning, portfolio management, and consulting tailored through diverse investment vehicles and specialized sub-advisory roles.

Barry Arnold is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously led Arnold Investment Counsel Inc. for 27 years and spent time at Thrivent Financial before joining Global View Capital in 2017. Arnold serves as president of the National Association of Active Investment Managers (NAAIM) and participates on the AXO Client Advisory Board. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm focuses on technical and quantitative analysis applied to ETFs and mutual funds, using proprietary research and a range of managed account options.

Martha Kuhn is a financial advisor at Annex Wealth Management, LLC with four years of industry experience. She holds the Series 63 and Series 65 designations. Her work history includes roles at Annex Wealth Management since 2021, Cetera Advisor Networks from 2020 to 2021, and The Benefits Companies, Inc. from 2016 to 2021. 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, charitable organizations, and government agencies. The firm employs a team-based investment approach combining core and tactical strategies, offering multiple service models and additional services such as pension consulting, sub-advisory, and affiliated tax preparation.

Ryan Van Blarcom is a CFP® and holds a Series 65 license with four years of experience in financial advisory roles. He is currently with Aprio Wealth Management, LLC and previously worked at Annex Wealth Management and U.S. Bank. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and trading strategies, while coordinating with an affiliated CPA firm for accounting and tax referrals.

Robert Du Charme is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at SCF Investment Advisors, Global View Capital Management, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he owns and operates Du Charme Financial Solutions and Du Charme Financial & Business Solutions, providing accounting, tax, and business consulting services. Encompass More Asset Management LLC 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.

Kimberly Steinbrenner is a financial advisor at Saxony Capital Management, LLC with 16 years of industry experience. She holds a Series 66 credential and has worked at firms including LaSalle St Investment Advisors and Steinbrenner Financial Group. Outside of her advisory role, she assists with seminars and trust and estate planning through Heartland Organization Ltd. Saxony Capital Management provides portfolio management and financial planning services to individuals—including high-net-worth clients—as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers a range of investment strategies alongside third-party advisory and annuity referral services.

John Ceaglske is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including SagePoint Financial, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory role, he is a part-owner of an indoor baseball and softball training facility and is involved in real estate investment ventures, including an LLC focused on revitalization efforts in his hometown. Belpointe Asset Management serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios using a range of investment strategies and supports proprietary funds, real estate syndications, and provides platform services to other advisers.

Jacob Knigge is a financial advisor at Annex Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at BMO Bank NA and various non-financial roles including work at Ray's Sanitation, Knigge Farm, and the Omro School District. Annex Wealth Management serves a diverse client base including individuals, 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 multiple asset classes and offers a range of service models tailored to client needs.

Michael Honkamp is a CFA® charterholder with 25 years of industry experience. He has been with Dana Investment Advisors Inc. since 1999 and also maintains a long-term association with Rochambo. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm manages equity and fixed-income portfolios using separately managed accounts, wrap programs, and model-based platforms, with an investment approach that emphasizes relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity.

Emerson Desjardins is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Harbour Investments, he worked at firms including Fisher Investments, Empower Advisory Group, and USAA. 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 multiple investment execution options tailored to advisor and client preferences.

James Sayas is a financial advisor at Encompass More Asset Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, Global View Capital Management, and Royalty Financial Planning and Insurance, among others. Outside of advising, he holds a strategic account executive role at The Craneware Group, a healthcare software company, and serves as a board member of the Wisconsin Alumni Association Waukesha County Chapter. 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 that integrates quantitative, qualitative, and fundamental analysis on the Amplify platform.

Brenda Gebhardt is a financial advisor with Harbour Investments, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining Harbour in 2023, she worked at Cetera Advisors LLC and First Allied Advisory Services in various capacities. Outside of advising, she owns and operates Gebhardt Financial LLC and is an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Amy Kiiskila is a CFP® professional with 15 years of experience in the financial services industry. She has worked at Annex Wealth Management since 2021 and previously held roles at Michael Best & Friedrich, LLP and Northwestern Mutual from 2010 to 2021. Outside of her advisory work, she serves as a trustee of an irrevocable trust and is involved with the Women & Girls Fund of Waukesha County and the Catholic Community Foundation as a board member and committee participant. Annex Wealth Management offers 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-based investment approach utilizing a core-and-tactical philosophy across multiple asset classes and provides a range of service models to accommodate different client needs.

Aaron Armstrong is a financial advisor at Saxony Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at LaSalle St Investment Advisors, LaSalle St Securities, and ZMI. In addition to his advisory work, Armstrong is an associate professor of engineering at the Milwaukee School of Engineering and operates an engineering consulting business, Armstrong Engineering, LLC. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model and utilizes a range of investment strategies, including fundamental, technical, and quantitative analysis.

Adam Stern is a CFA® charterholder with one year of industry experience. He currently works at Johnson Wealth Inc. and Johnson Bank, and previously held roles at U.S. Bancorp Fund Services, the Milwaukee Bucks, and Delaware North. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, business and government entities, and other investment advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary scoring methodologies and offers a range of investment strategies including model portfolios, mutual funds, ETFs, and curated private investments.

Jeffrey Butler is a financial advisor with Global View Capital Management LLC in Waukesha, Wisconsin. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. His prior roles include work at Nextstep Financial Wellness, Fortune Financial Services, and Uvest Financial Services Group. Outside of advisory services, he manages operations for Butler Tree and Land LLC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm emphasizes a quantitative investment approach using technical analysis applied to ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

Lori Salyers is a Series 65-licensed financial advisor with Dana Investment Advisors Inc., based in Waukesha, WI. She has 16 years of industry experience and has been with Dana Investment Advisors since 2007. Dana Investment Advisors is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm employs relative-value equity selection and fixed-income strategies that incorporate ESG screening and client-directed exclusions, managing portfolios through separately managed accounts, wrap programs, and model-based platforms.