Susan Baran is a CFP® professional with 12 years of industry experience. She is currently a wealth advisor at Johnson Wealth Inc. and Johnson Bank in Milwaukee, WI, having previously worked at PNC Private Bank for 10 years. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, and other entities. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots and curated private investment options.

John Himmelspach is a financial advisor at Annex Wealth Management, LLC, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax Advisory Services, and DBHW Wealth Partners. Outside of his advisory work, he has experience as a financial analyst supporting retirement and estate planning activities. 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, and government agencies. The firm employs a team-based investment approach with a core-and-tactical philosophy and offers multiple service models tailored to client needs.

Mark Beck is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 65 and Series 66 licenses and with 23 years of industry experience. He has been with Annex Wealth Management since 2009. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for around 9,800 clients across over 6,700 households. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities, offering comprehensive wealth management, financial planning, discretionary portfolio management, and retirement consulting through a team-oriented investment process that blends various asset types and strategies.

Joshua Woodbury Phipps is a financial advisor at NorthRock Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Vantage Financial Partners, UMB Fund Services, UMB Distribution Services, Float Oasis, and other organizations. 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 that includes broad asset allocation, diversification, and use of both public and private market strategies.

George Parkhill is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Northwestern Mutual, Bankers Bank, Merrill Lynch, and JP Morgan. Annex Wealth Management serves a diverse client base ranging from individual and high-net-worth households to pension plans, trusts, and government agencies. The firm employs a team-driven investment approach that combines core and tactical strategies across various asset types and offers multiple service models tailored to different client needs.

Mark Schaefer is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Wisconsin, Blue Mound Country Club, and the Wauwatosa School District. Annex Wealth Management is an SEC-registered firm managing over $8 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process using a core-and-tactical framework with various asset classes, offering comprehensive wealth management, retirement consulting, and an online goals-based service called Annex Ignite.

Michael Fishman Salnick is a financial advisor at Harbour Investments, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Guthmann Tax Services LLC and EY. Outside of his advisory role, he is a partner in a tax and accounting firm based in Chicago. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches and platforms tailored by individual advisers and approved third-party managers.

Donald Gross Jr. is a financial advisor with Harbour Investments, Inc. and Capital Financial Group, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with both firms since 2002. Outside of his advisory role, he is also an independent insurance agent specializing in equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm offers customized portfolio management using a combination of fundamental and technical analysis, and delivers solutions through various platforms and third-party arrangements.

Dylan Adler is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior roles include positions at Royal Alliance, Pensionmark Financial Group, and TFS Securities, Inc. Annex Wealth Management serves 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 across various asset classes and offers multiple service models tailored to different client needs.

Jacob Gustafson is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Great Valley Advisor Group since 2016 and LPL Financial since 2015. 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, utilizing both in-house strategies and third-party managers across various platforms.

Logan Kepler is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with two years of industry experience. He joined Annex Wealth Management in 2023 after roles at the University of Wisconsin–Madison and other positions. Annex Wealth Management is an SEC-registered advisory firm managing over $8 billion for nearly 10,000 clients, including individuals, institutions, and charitable organizations. The firm employs a team-oriented investment process blending various asset classes, offers discretionary portfolio management, and provides a range of wealth management and financial planning services.

Clayton Tyree is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Harbour Investments, Inc. and has prior experience at NEXT Financial Group, Inc. and The Leist Group, LLC. Outside of his advisory roles, he is an independent insurance agent affiliated with The Leist Group, LLC. Harbour Investments, Inc. provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to construct customized portfolios using various instruments, and offers model-based solutions through a subscription platform.

Zachary Newcomer is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at F L Putnam Investment Management Co. He has worked with F L Putnam since 2026 and has prior experience at F/M Investments LLC and Ziegler Capital Management, LLC. F.L. Putnam serves a diverse client base that includes individual investors, institutions, and nonprofit organizations, offering customized portfolio management through both internal strategies and third-party managers across various asset classes. The firm provides a range of services such as discretionary and non-discretionary investment management, financial planning, OCIO-style advisory, and family office solutions.

Joseph Czukas is a financial advisor with Harbour Investments, Inc., holding a Series 66 designation and 23 years of industry experience. He has worked concurrently at Harbour Investments, Czukas, McCall & Assoc., Inc., and Capital Solutions since 2003. Outside of advising, Czukas is involved in community and educational activities, including serving as a volunteer festival coordinator for St. John Vianney Parish, instructing retirement planning courses at the Prepare Institute, and acting as an assistant varsity football coach at Marquette University High School. He also serves on the board of the Conservancy of Healing and Heritage and is a co-owner of a publishing company. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies, offering both discretionary and non-discretionary portfolio management along with model-based solutions through a subscription platform.

Cruz Bernal is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation. He has one year of industry experience, including his current role at Johnson Wealth and prior work at Johnson Bank. Before entering the industry, he spent eight years in full-time education. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing approximately $10.35 billion in assets for a diverse client base including 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, supported by both qualitative and quantitative analysis.

Carl Sellen is a CFP® and Series 66-licensed advisor at Associated Investment Services, Inc. in Brookfield, WI, with 22 years of industry experience. He has been with Associated Investment Services since 2006. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm utilizes model portfolio and separately managed account programs from third-party managers and its affiliate Kellogg Asset Management, serving clients primarily through the Envestnet/NFS platform with a focus on predominantly non-discretionary management.

Andrew Powell is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with one year of industry experience. Prior to joining Annex, he worked at Cornell University for four years and Collier County Public Schools for twelve years. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for about 9,800 clients across individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process blending ETFs, mutual funds, equities, fixed income, options, alternative investments, and custom indexing, while also offering accounting, tax, and insurance services through affiliated entities.

Michael Kirk is a CFP® professional at Annex Wealth Management, LLC with 10 years of industry experience. He has held roles at various firms including Think HR, Quest CE, and E-Money before joining Annex Wealth Management in 2023. Annex Wealth Management serves nearly 9,800 clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering wealth management, financial planning, and discretionary portfolio management. The firm employs a team-based investment approach blending ETFs, mutual funds, equities, fixed income, options, and alternative investments within a core-and-tactical framework.

Kyle Thomas is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and 65 licenses and bringing 18 years of industry experience. He has worked at firms including LPL Financial and Mass Mutual Investors Services. Thomas provides investment advisory services through Great Valley Advisor Group, an independent registered investment advisor. Great Valley Advisor Group is a multi-team SEC-registered firm serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a range of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Aaron Bain is a Series 65-licensed advisor at Annex Wealth Management, LLC with one year of industry experience. His background includes roles in education and service industries prior to joining Annex. 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, and government agencies. The firm utilizes a team-driven investment approach with a core-and-tactical philosophy and provides multiple service models to accommodate varying client needs.