Jacob Johnson is a financial advisor with Annex Wealth Management, LLC, holding a Series 65 designation. He has been with Annex Wealth Management since 2024, with prior experience at firms including Baird and Avalerian Capital. Outside of advisory work, he is involved with JTJ Consulting, providing supplemental research for alternative investments. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients across various sectors, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, and alternatives within a core-and-tactical framework, offering comprehensive wealth management and financial planning services.

Andrew Eichel is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Cetera, North Shore Bank, Russell Investments, The Vanguard Group, UMB Fund Services, AXA Advisors, and Princeton Club. 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 with a core-and-tactical philosophy, offering multiple service models and additional services such as pension consulting, tax preparation through an affiliated CPA firm, and insurance services with charitable commission contributions.

Dugan Hettich is a financial advisor with Harbour Investments, Inc. and Nichols Creek Wealth Partners, holding Series 63 and Series 65 designations and has 16 years of industry experience. His prior roles include positions at Pruco Securities, LLC and The Prudential Insurance Company of America. He also works as an independent insurance agent, including involvement with equity indexed annuities. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and access to various investment platforms and third-party managers.

Thomas Bodin is a financial advisor at Harbour Investments, Inc. in Waukesha, WI, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has operated Bodin Financial Services since 2009 and serves as vice president and board member of Bodin, Inc., a family-owned corporation that sells grain cutting boards. Additionally, he owns Clipper Brewing LLC, a microbrewery involved in the manufacturing and distribution of fermented malt beverages. Harbour Investments 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 create customized strategies and offers a range of portfolio management and model-based solutions.

Kent Halleen is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Carroll University, H.O. Bostrom, ADC, and the U.S. Marine Corps. Outside of his advisory work, he is a partner in a family real estate business. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for roughly 9,800 clients, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, and alternative investments, and offers comprehensive wealth management and financial planning services.

John Deroche Jr. is a Series 65-licensed advisor at Annex Wealth Management, LLC with four years of industry experience. His prior roles include positions at Foley & Lardner and Northwestern Mutual, as well as experience in various educational and community organizations. 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 uses a team-driven, core-and-tactical investment approach and offers a range of service models to accommodate different client needs.

Kyle Gilbertson is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He previously worked at Robert W. Baird for twelve years and currently has other business activities including serving as an independent insurance agent and involvement with Two Birds Event Group as an event bartender. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities, offering a range of portfolio management and financial planning services with multiple investment approaches tailored by individual advisers and third-party managers.

Micah Hoehner is an advisor at Harbour Investments, Inc. with one year of industry experience and holds the Series 66 designation. His background includes roles at E2 Retirement Consulting and involvement with Concordia University Wisconsin Student Government. Outside of finance, he has experience in the hospitality industry with Water Street Brewery and Bavarian Bierhaus. 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, employing various investment approaches tailored by individual advisors and approved third-party managers.

Eric Thompson is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with a Series 65 credential and seven years of industry experience. He worked at Park Bank from 2014 to 2021 before joining Annex Wealth Management, where he has been advising clients since 2021. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process that integrates a core-and-tactical framework using ETFs, mutual funds, equities, fixed income, options, and alternative investments, offering comprehensive wealth management and financial planning services.

David Fono is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Amazon and US Bank. 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-based investment approach combining core and tactical strategies across various asset classes and offers multiple service models tailored to client needs.

Jerome Neary III is a CFP® certificant with 12 years of experience in the financial advisory industry. He is currently with Core Planning and previously worked at Wealth Enhancement Advisory Services and SVA Wealth Management, LLC. Core Planning provides fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified plans. The firm utilizes third-party model portfolios and automated rebalancing tools to support tailored investment strategies aligned with client objectives.

Katherine Doyle is a financial advisor with Annex Wealth Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She previously worked at Madison Investments for five years and Reinhart Partners, Inc. for 23 years. Annex Wealth Management serves a diverse client base, including individuals, high-net-worth families, pension plans, and government agencies, offering wealth management, financial planning, and discretionary portfolio management. The firm employs a team-based investment approach that integrates core-and-tactical strategies across various asset types, and provides multiple service models tailored to different client needs.

David Stamm is a CFA® charterholder with 15 years of industry experience, currently serving at Dana Investment Advisors Inc since 2007. He is based in Waukesha, WI, and has spent his entire advisory career with Dana. Dana Investment Advisors is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm emphasizes relative-value equity selection and fixed-income strategies, integrating ESG screening and accommodating client-directed social or faith-based exclusions.

John Fonaas is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 66 designations and possessing 15 years of industry experience. His prior roles include positions at Russell Investments and Transamerica Life Insurance Company. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm integrates discretionary and non-discretionary investment services with multidisciplinary planning through its parent company, emphasizing both strategic asset allocation and tactical adjustments.

Jacob Hauser is a CFP® professional with six years of industry experience, currently serving as an advisor at Annex Wealth Management, LLC since 2017. Prior to joining Annex, he worked at Nassco Inc for two years. Annex Wealth Management is a multi-team SEC-registered advisory firm that manages over $8 billion for nearly 9,800 clients across various segments, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment approach combining ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments, while providing comprehensive wealth management, financial planning, and retirement consulting services.

Jared Thompson is a financial advisor with Mutual Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He has previously worked at Valmark Advisers, Inc., Wealth Partners, and Valmark Securities, Inc. Thompson is also involved with Wealth Partners Financial, LLC, an entity managing compensation and vendor payments related to his advisory work. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection for a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a mix of active and passive strategies supported by third-party tools and combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets.

Christine Senglaub is a financial advisor with Apollon Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Independent Financial Group, and SagePoint Financial. She is also involved as an owner in family and business entities used for tax and investment purposes. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base, including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, employing a blend of centrally managed strategies and locally managed portfolios with a range of investment options and specialized offerings.

Leesa Gilliam is a financial advisor at Annex Wealth Management, LLC with 17 years of industry experience. She holds Series 66 and Series 65 designations and has previously worked at PNC Bank, PNC Investments, and BMO Harris Financial Advisors. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base that includes individuals, 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 provides multiple service models tailored to client needs.

Kathleen Bilansky is a financial advisor at Kovack Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has worked at Kovack Securities, Inc. since 2019. Bilansky is also involved with AJH Wealth Management, where she performs client services and administrative roles. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and pension plans, through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs, offers financial planning and asset management, and monitors third-party managers to align portfolios with client goals.

Brandy Weiberg is a financial advisor at Wealthcare Capital Management LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Wealthcare Capital Management since 2004. Wealthcare Capital Management LLC is an SEC-registered multi-team advisory firm managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight by an Investment Policy Committee.