Marilou Davido is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently with Annex Wealth Management, LLC and has worked at WFA Asset Management since 2015. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, and alternative investments, and offers comprehensive wealth management, discretionary portfolio management, and goals-based online services.

Kirk Domke is a financial advisor at Calton & Associates, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2019, following a 19-year tenure at Capital Financial Services, Inc. Outside of his advisory role, he is the owner and president of Domke Financial Services, a business that sells insurance and investment products. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer, with investment recommendations tailored to client-specific goals and risk profiles.

Nicholas Enea is a CFP® professional with 32 years of industry experience, currently serving at Annex Wealth Management, LLC. He has been with Wfa Asset Management since 1994. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients across various segments, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process utilizing a core-and-tactical framework with a range of asset classes and offers a suite of services including comprehensive wealth management, discretionary portfolio management, and a consumer-facing online platform called Annex Ignite.

Frederick Coleman Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC since 2022. Prior to this, he worked at Robert W. Baird & Co. for seven years. 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, charitable organizations, trusts, corporations, and government agencies. The firm utilizes a team-based investment approach with a core-and-tactical philosophy and provides multiple service models to accommodate varying client needs.

James Spiegelberg is a financial advisor with Avantax Planning Partners, Inc. based in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with multiple firms, including Cetera Wealth Services, LLC, Avantax Investment Services, Inc., and Proequities. In addition to his advisory role, Spiegelberg owns and operates Spiegelberg Financial Services, providing tax, accounting, consulting, and insurance-related services, and serves as an outside director and chairman of the audit committee for 1895 Bancorp of WI. Avantax Planning Partners primarily serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management with model-based style allocation strategies, retirement plan management, and stand-alone financial planning. The firm’s investment process is overseen by an Investment Advisory Committee and includes tax-intelligent overlays and centralized trading through designated custodians.

Troy Wagner is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 66 designation and three years of industry experience. He has been with CliftonLarsonAllen since 2023. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation with firm-constructed model portfolios and third-party managed programs, integrating multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Theodore Baer is a CFP®-credentialed financial advisor with 30 years of industry experience. He is affiliated with Great Valley Advisor Group, LLC and has previously worked at LPL Financial, Pyramax Bank, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers customized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Jeremy Gardner is a financial advisor at NorthRock Partners, LLC with 20 years of industry experience. His prior roles include positions at Vantage Financial Partners, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Gardner has involvement in several investment-related businesses, including a tax preparation service and private equity fund management. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a holistic investment strategy emphasizing diversification, periodic rebalancing, and integration of private market allocations, supported by AI tools and ongoing human oversight.

Andrew Salemme is a financial advisor at Harbour Investments, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at CM&A Wealth Management and METLIFE. Outside of his advisory role, he serves as an assistant high school wrestling coach at Marquette University High School. 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 develop customized investment strategies and offers model-based solutions through a subscription platform.

Joel Guthmann is a financial advisor with Harbour Investments, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Harbour Investments since 1999 and concurrently operates Guthmann Tax Services, a tax preparation business. Guthmann serves as a financial secretary and board member of Congregation Anshai Lebowitz and holds several leadership roles in related community and professional organizations. 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 portfolios using various investment vehicles, while also offering model-based solutions and facilitating implementation through multiple platforms.

Anthony Benz is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and seven years of industry experience. He has worked with LPL Financial since 2018 and has been involved with Elite Tumbling LLC 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, emphasizing individualized portfolio construction and oversight through a combination of in-house strategies and third-party managers.

Deanne Phillips is a Series 65 licensed financial advisor at Annex Wealth Management, LLC with nine years of industry experience. She has been with Annex Wealth Management since 2015. 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 plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process utilizing a core-and-tactical framework across multiple asset classes and offers comprehensive wealth management, financial planning, and retirement consulting services.

Marc Willden is a financial advisor at Mutual Advisors, LLC in Milwaukee, WI, with six years of industry experience. He holds a Series 65 designation and has previously worked at Wealth Partners Financial Services, LLC and Matrix Packaging Machinery, LLC. Outside of his advisory role, he serves on the board of The Sandstone Group, Inc., a manufacturer of food service equipment. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of active and passive investment strategies supported by third-party tools and managers.

Nick Fameree 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 Financial Planning and Information Services, Inc. Prior to his financial career, he served six years in the United States Marine Corps. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm employs a long-term, fundamental investment approach across equity and fixed income strategies and manages approximately $9.83 billion through a combination of in-house and external managers.

Jamie Watkins is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Annex Wealth Management, Watkins worked in various roles including positions at University of Wisconsin-Milwaukee, Review Services Inc., and Elder Law Center of Wisconsin. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base including individual and high-net-worth households, pension plans, charitable organizations, and government agencies. The firm employs a team-based investment approach utilizing ETFs, mutual funds, equities, bonds, options, and selective alternatives, and offers multiple service models tailored to different client needs.

John Thompson is a financial advisor with Annex Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He has worked at Annex Wealth Management since 2021 and previously spent 11 years with ALPS Holdings. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients across more than 6,700 households. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities, offering comprehensive wealth management, discretionary portfolio management, retirement consulting, and a consumer-focused, goals-based online service called Annex Ignite.

Mcgarry Murray is a financial advisor at Gibbs Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Brookstone Capital Management and Simplicity Wealth, LLC. Outside of his advisory role, Murray is a self-employed insurance agent and is involved in residential real estate investment and renovation through multiple ventures. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing advisor-directed model management and sub-advisory arrangements to implement client portfolios.

Connor Allen is a CFP®-certified financial advisor with five years of industry experience. He is currently with Annex Wealth Management, LLC, having joined the firm in 2025 after five years at Baird. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities, using a team-oriented investment approach that combines ETFs, mutual funds, individual equities, fixed income, options, and selective alternative investments.

Nikolas Hillstrom is a Series 65 licensed financial advisor at Annex Wealth Management, LLC with three years of industry experience. Prior to joining Annex Wealth Management in 2022, he held positions at Lincoln Contracting Supply, UW Whitewater, Sendiks Food Market, and Franklin Public Schools. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm uses a team-oriented investment process that incorporates a core-and-tactical framework across various asset classes and offers comprehensive wealth management, financial planning, and retirement consulting services.

David Muchow is a financial advisor with Aspiriant, LLC, holding the CFP® designation and Series 65 and 63 licenses. He has 16 years of industry experience, including a continuous tenure at Aspiriant since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm provides discretionary and non-discretionary investment management along with wealth planning, family office services, and specialty consulting, employing customized investment programs supported by a variety of implementation options and proprietary research.