Jill Spielmann Carter is a wealth advisor at Johnson Wealth Inc. in Waukesha, WI, with one year of industry experience. She holds Series 63 and Series 65 licenses and has been employed with Johnson Wealth Inc. since 2016 and Johnson Bank since 2015. 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, including its affiliate Johnson Bank. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers a range of strategies implemented through model portfolios, mutual funds, ETFs, individual securities, and curated private investments.

Anthony Thorn is a CFA® charterholder at Annex Wealth Management, LLC with one year of industry experience. Prior to joining Annex Wealth Management, he worked for five years at Morningstar and spent four years at the University of Wisconsin–Madison. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse range of clients, 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 types and offers multiple service models tailored to client needs.

Brady Michaelis is a CFP® with three years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. He has a diverse work history including roles at Super Sealers Asphalt, Kwik Trip, and the University of Wisconsin Whitewater. Michaelis also serves as a 2nd Lieutenant in the U.S. Army. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a wide range of clients, including individuals, high-net-worth households, pension plans, and government agencies. The firm employs a team-based investment approach featuring a core-and-tactical philosophy and offers multiple service models to accommodate varying client needs.

Mary Ellen Krueger is a financial advisor at Aspiriant, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Aspiriant since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside comprehensive wealth planning and family office services. The firm offers customized investment programs and distinctive features including enhanced family office capabilities and sponsorship of public mutual funds investing in private assets.

Shannon Smith is a financial advisor at Intrua Financial with 20 years of industry experience and holds a Series 66 designation. Prior to joining Intrua Financial in 2023, Smith was associated with Freedom Wealth Alliance and LPL Financial since 2014. Outside of advisory work, Smith is a commissioned notary public. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, offering both discretionary and non-discretionary management options.

Karen Danczyk is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Global View Capital since 2013 and also operates Danczyk Design & Builders, LLC, a general contracting business focused on residential and commercial construction. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach utilizing algorithmic research to manage portfolios across various strategies, including separately managed accounts and ETF-only options.

Jonathan Riesch is a financial advisor with Global View Capital Management LLC, holding a Series 66 credential and four years of industry experience. His career includes roles at Fidelity Investments, Equitable Advisors, and State Bank of the Lakes. Riesch also serves as co-trustee of a family farm. Global View Capital Management provides discretionary investment management and financial planning for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a suitability questionnaire and algorithmic research, emphasizing technical and quantitative investment methods, including momentum and trend-following strategies.

Jacob Perry is a financial advisor at Interactive Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Trugreen, T-ROC, and T-Mobile. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified ETF and mutual fund model portfolios, supported by a multi-advisor network and a proprietary CARES process for client reporting.

Luis Castellanos Solano is a financial advisor at Annex Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Annex, he worked at Deloitte Tax LLP and Strohm Ballweg, LLP and has academic experience at the University of Wisconsin–Whitewater. Annex Wealth Management serves a diverse client base including individuals, high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-driven investment approach that combines core and tactical strategies using a variety of asset types, and offers multiple service models tailored to clients’ needs.

Earl Gauger is a CFP® professional with 28 years of industry experience, currently serving at Harbour Investments, Inc. He has worked at Harbour Investments and E Retirement Consulting since 2010. Outside of his advisory role, he is president of the Wisconsin Financial Literacy Foundation and serves on the advisory board for the University of Wisconsin Whitewater. 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.

Debra Selle is a financial advisor at Global View Capital Management LLC with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has been affiliated with Global View Capital entities since 2010, including roles with Purshe Kaplan Sterling Investments since 2015. Selle also serves as Chief Operations Officer at Global View Capital Advisors and is involved in marketing and sales of fixed insurance products. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach using algorithmic research and offers a variety of managed account programs, including SMAs and ETF-only options.

Tracy Reierson is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. She has worked at several firms including Principal Life Insurance Company and True North Advisors of WI. Reierson also serves as president of a separate business entity, Reierson Financial, LLC, which manages business sales for tax purposes. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach based on technical signals and offers multiple program options, including a personalized managed account platform and ETF-only strategies.

Daniel Wanzenberg is a financial advisor at Dana Investment Advisors Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moody Aldrich Partners, LLC, APS Labs, LLC, and Belridge Capital, LLC prior to joining Dana Investment Advisors in 2026. Dana Investment Advisors manages approximately $6.1 billion for a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management through various account structures. The firm combines relative-value and concentrated equity strategies with fixed-income approaches and integrates ESG and faith-based screening upon client request.

Mark Mirsberger is a financial advisor at Dana Investment Advisors Inc with 33 years of industry experience. He has been with Dana Investment Advisors since 1991. He holds the Series 63 designation. Dana Investment Advisors is an independent investment management firm serving individual and institutional clients, including pension and profit-sharing plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm manages equity and fixed-income portfolios through various platforms and incorporates ESG screening and client-directed social or faith-based exclusions in its investment process.

Daniel Benedum is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and over 25 years of experience in the industry. His prior experience includes roles at Morgan Stanley and LPL Financial. He also manages an independent investment advisory business under Silverleaf Advisor Group. Gladstone Wealth Partners serves a diverse client base—including individuals, corporations, and charitable organizations—providing investment management, financial planning, and retirement-plan consulting through a network of independent advisers.

Julie Douglas Maddox is a financial advisor with Great Valley Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. She has 42 years of industry experience, including a long tenure at The Prudential Insurance Company of America and Pruco Securities prior to joining Great Valley Advisor Group and LPL Financial in 2019. Maddox is involved in a related business activity operating under the name Next Level Planning & Wealth Management. 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 using both in-house strategies and third-party managers across various platforms.

Colleen Wolbert is a financial advisor at Harbour Investments, Inc. with one year of industry experience. She holds a Series 66 designation and has been associated with Harbour Investments since 2024. Outside of finance, she owns Colleen Wolbert Photography LLC, providing photography services and print products. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to develop customized investment strategies and provides various portfolio management options and model-based solutions.

Steven Schalig is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. He has worked at Harbour Investments since 2003 and is currently associated with Nichols Creek Wealth Partners. His credentials include Series 63 and Series 66 registrations. Outside of advising, he is an independent insurance agent and is involved in payroll processing through Nichols Creek Advisory Services, Corporation. Harbour Investments provides investment advisory and financial planning services to individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to construct customized investment strategies and offers a range of portfolio management services, including model-based solutions delivered via a subscription platform.

Thomas Tuttle Jr. is a financial advisor at Provident Trust Company in Waukesha, WI, with 14 years of industry experience. He holds a Series 65 designation and has been with Provident Trust Company since 2010. Provident Trust Company provides investment advisory, fiduciary, and custody services to a diverse client base including individuals, trusts, estates, corporations, and investment companies. The firm employs a multi-cap, “Growth at Reasonable Prices” equity strategy, managing focused portfolios alongside balanced and fixed-income exposures, and offers discretionary portfolio management.

Patrick Sheehy is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with three years of industry experience. He holds Series 65 and Series 66 licenses. His prior work includes roles at Northwestern Mutual and PJMS Holdings LLC. 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 combining core and tactical strategies and offers multiple service models tailored to client account size and complexity.