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 designation and has worked previously at WFA Asset Management Corp. and UWM - Milwaukee. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, charitable organizations, and corporate entities. The firm employs a team-oriented investment approach using a core-and-tactical framework across various asset classes and offers comprehensive wealth management, discretionary portfolio management, and specialized consulting services.

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.

Brian Klein is a CFP® with five years of industry experience, currently advising at Curi Capital, LLC in Milwaukee, WI. His prior roles include positions at Wealth Enhancement Advisory Services, Wealth Enhancement Group, SVA Wealth Management, Gilbert & Cook, Inc., and US Bancorp Global Fund Services. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles with wealth management, asset management, retirement plan solutions, and family office services. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach that combines in-house strategies with external managers and proprietary risk analysis tools.

Nolan Rehard is a financial advisor at Curi Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise, as well as in roles outside finance including Full Service Painting and Big Blue Swim School. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves a diverse client base, including individuals, retirement plans, institutions, and family offices, using a long-term, fundamental investment approach with proprietary strategies and third-party managers.

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.

Vicki Kaminski is a financial advisor at Great Valley Advisor Group, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Great Valley Advisor Group since 2023, previously spending over two decades with Select Advisor Group, Inc. and Intervest International Equities Corporation. Kaminski is also an independent insurance agent, selling life insurance and annuities. Great Valley Advisor Group is a multi-team SEC-registered 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.

Jack Laubusch is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential. He has held roles at Annex Wealth Management since 2025 and previously worked at Robert W Baird and City Bar. Outside of finance, he operated Clearwater Outdoor Kayak Rental. 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-driven investment approach combining core and tactical strategies and offers multiple service models, including online and private client options.

Alex Christiansen is a financial advisor at Curi Capital, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at RMB Capital and U.S. Bank. He also spent four years at the University of Wisconsin - Oshkosh. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion using a long-term, fundamental investment approach that combines in-house strategies with external managers and proprietary risk analysis tools.

Kenneth Symes is a financial advisor with Annex Wealth Management, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Annex Wealth Management since 2014 and previously spent four years at H. Beck, Inc. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients across more than 6,700 households. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities with a team-oriented investment approach that incorporates a core-and-tactical framework using ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Jeffrey Lamb is a financial advisor at Harbour Investments, Inc. with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Harbour in 2017, he worked at Cambridge Investment Research Advisors, Inc. from 2012 to 2017. Outside of his advisory role, he coaches a local community basketball league. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Daniel Bresson is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at SCF Investment Advisors and Global View Capital Management. Bresson is also a licensed independent insurance agent. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.