Russell Enea is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at WFA Asset Management Corp, Alliance Bernstein, Robert W. Baird, and Northwestern Mutual. He also spent three years at the University of Minnesota. Annex Wealth Management serves a diverse client base including individuals, high-net-worth households, pension plans, and government agencies. The firm employs a team-based investment approach combining core and tactical strategies using a variety of asset types and offers multiple service models tailored to different client needs.

Michael Murtos is a CFP® with 35 years of industry experience, currently serving as an advisor at Annex Wealth Management, LLC since 2016. His prior experience includes roles at H. Beck, Inc., Cetera Wealth Services, LLC, and Coordinated Capital Securities, Inc. 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 employs a team-based investment approach combining a core-and-tactical philosophy with a variety of investment vehicles and provides multiple service models tailored to client needs.

Mark Tate is a financial advisor at M HOLDINGS SECURITIES, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Associated Bank NA, LPL Financial LLC, and Associated Investment Services, Inc. Outside of his advisory work, Tate serves as a board member for CHILIMANIA, a local nonprofit that organizes fundraising events for scholarships and other community programs, and he is president of Youth Life Builders of Southern Wisconsin, a scholarship organization. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and business entities nationwide. The firm offers investment management, retirement plan consulting, financial planning, insurance advisory, and sub-advisory arrangements through a network of independent financial professionals.

Germaine Meverden is a financial advisor with Global View Capital Management LLC who holds Series 63 and Series 65 credentials and has 25 years of industry experience. Prior to joining Global View Capital Management in 2014, Meverden worked at Investment Advisors International, Inc. and Transamerica Financial Advisors. Outside of advisory work, Meverden is a Notary Public and serves as Executive Director at Experior Financial Group, Inc., which allows the offering of additional fixed insurance options to clients. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach emphasizes technical and quantitative analysis applied to ETFs and mutual funds, utilizing proprietary research and execution infrastructure to manage model-based portfolios and held-away retirement accounts.

Timothy Schwister is a financial advisor with Global View Capital Management LLC holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at New York Life and several insurance companies. Outside of advisory services, he serves as a regional director-volunteer for the Wisconsin Alliance for Civic Trust, a cross-partisan nonprofit organization. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and offers a variety of managed account solutions.

Daniel Fleming is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Great Valley Advisor Group and LPL Financial since 2017, and previously spent 16 years with The Prudential Insurance Company of America and Pruco Securities, LLC. 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 with regular due diligence and ongoing portfolio oversight.

John Selas is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. Outside of his advisory role, he is involved in non-variable insurance as an agent. 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 and financial planning, emphasizing individualized portfolio construction with a combination of in-house strategies and third-party managers.

Nathan Kublank is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2016, following previous roles at CliftonLarsonAllen Wealth Advisors, Clifton Gunderson Wealth Advisors, and Deloitte Investment Advisors. He serves as a volunteer board member on the Finance and Distribution Review Committees of WISPact, a Wisconsin pooled and community trusts organization. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm utilizes customized investment programs and offers expanded family office services including accounting, banking, and bill payment.

Daniel Fax is a financial advisor with Associated Investment Services, Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Associated Investment Services in 2014, he worked for Northwestern Mutual Investment Management for six years. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services on a predominantly non-discretionary basis.

John Bodden is a financial advisor at Harbour Investments, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Annex Wealth Management, H. Beck, Inc., and Bodden Wealth Management. In addition to his advisory role, he is an independent insurance agent, which may include equity indexed annuities. 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 create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.

Peter Tourville is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at MSI Financial Services, Inc. and LPL Financial, LLC prior to joining Great Valley Advisor Group in 2016. He operates under the DBA Next Level Planning & Wealth Management, primarily focusing on investment-related activities. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm uses a combination of in-house strategies and third-party managers, conducting due diligence and offering discretionary and non-discretionary management alongside financial planning and retirement consulting.

Jon Landvatter is a financial advisor with TIAA-CREF based in Brookfield, WI, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Michael Feldmann is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at Gwfs Equities, Inc. since 2011 in addition to his current role at Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, with services closely integrated with Empower’s recordkeeping and administrative platforms.

Peter Mc Elmeel is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and Hy-Vee. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals, risk tolerances, and time horizons.

Dylan Ovanin is a financial advisor with Principal Financial Services holding a Series 66 designation and two years of industry experience. Prior to joining Principal Securities, he worked at Equitable Advisors and has a background as a freelance musician, performing at various venues for over a decade. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Moylan is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and six years of industry experience. His background includes roles at Regency Wealth Partners and previous work in the education sector with the Pewaukee and Eau Claire School Districts. Moylan also spent over a decade with Wauesha Parks, Recreation & Forestry. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation and multi-manager portfolios, utilizing both passive and active investment strategies tailored to client risk profiles.

Jennifer Moston is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior work includes positions at Thrivent Financial and Transamerica Investors Securities Corporation. She is based in Delafield, Wisconsin. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Erik Swenson is a financial advisor at Independent Financial Partners with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including LPL Financial and Retirement Plan Solutions. Outside of advisory work, he owns and operates a life coaching and spiritual healing business and serves on the board of a nonprofit organization called Dreams Faith Foundation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and a formal retirement-plan and pension consulting capability.

Kaitlyn Simon is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Baker Tilly and Gilson Inc. Outside of her advisory role, Kaitlyn is a member of a rental property group involved in short-term rentals through Airbnb. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment approach combines passive and active strategies overseen by an internal Investment Committee and offers a range of implementation tools including held-away account management and sub-advisory access.

Lindsey Bessy is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Northwestern Mutual and MassMutual, and currently serves as a part-time yoga instructor. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, offering financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.