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.

Gregory Mahalick is a Series 65-licensed financial advisor with 19 years of industry experience. He has worked at Merit Financial Advisors since 2025 and previously spent 19 years at Asset Management For Professionals, Inc. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed portfolios and uses both internal and third-party investment 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.

Brendan Reid is a financial advisor with Associated Investment Services, Inc. in Greenfield, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Associated Investment Services since 2008. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers a range of model portfolio and separately managed account programs through third-party managers and affiliated entities, delivering services mainly on a non-discretionary basis via the Envestnet/NFS platform.

Marc Willden is a financial advisor at Mutual Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Mutual Advisors since 2020. Prior to his advisory career, he spent 28 years at Matrix Packaging Machinery, LLC. Willden also serves on the board of directors for The Sandstone Group, Inc., a manufacturer of food service equipment. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm manages portfolios using both active and passive strategies, emphasizing diversification and alignment with client objectives, and is notable for its scale and breadth of institutional work.

Nick Fameree is a Series 65-licensed financial advisor at Curi Capital, LLC with three years of industry experience. Prior to joining Curi Capital, he worked at RMB Capital and Financial Planning and Information Services, Inc. Fameree served six years in the United States Marine Corps. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across various strategies, including separately managed accounts, model portfolios, mutual funds, and private funds.

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.

Bradley Heller is a financial advisor with Encompass More Asset Management LLC and holds a Series 65 designation. He has recently entered the financial industry, beginning his advisory career in 2026. Prior to this, his background includes roles in architectural metals and junk removal, as well as experience in education and retail. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies combining proprietary and third-party sub-advisers across various asset classes, including equities, fixed income, mutual funds, ETFs, and select digital assets.

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.

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.

Timothy Noordyk is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Encompass More in 2026, he worked at Global View Capital Management, Global View Capital Advisors, and Global View Capital Insurance for over a decade. Outside of his advisory role, he coaches youth sports and serves as a volunteer treasurer for Bridge Church in Waukesha, Wisconsin. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

Jodi Hanson is an investment advisor representative at Regal Investment Advisors LLC with a Series 65 credential. She has been with Regal since 2025 and has prior experience working for the City of Milwaukee Business Improvement District No 2 and the Historic Third Ward Association. Outside of her advisory role, Hanson provides after-school care for preschoolers at St. Jacobi Lutheran School. Regal Investment Advisors LLC offers discretionary investment management services to independent advisers and other registered firms, serving a diverse client base that includes individual, charitable, and corporate clients. The firm provides a range of proprietary and third-party model portfolios, with advisers selecting allocations and granting Regal authority to manage accounts accordingly.

Jeffrey Nevins is a CFA® charterholder and Series 63 licensee with three years of industry experience. He has worked at Silvercrest Asset Management Group LLC since 2019, following prior roles at Cortina Asset Management and RBC Asset Management. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management alongside tax planning and consolidated reporting. The firm employs a combination of bottom-up security selection and manager allocation across a broad range of proprietary equity and fixed-income strategies.

Nicholas Mcfadden is a Series 65-credentialed financial advisor with Johnson Wealth Inc. in Milwaukee, WI, where he has worked since 2026. His prior experience includes roles at Johnson Bank and ventures outside finance, such as managing Beachside Boat and Bait and involvement with The Legend Clubs. Johnson Wealth Inc. is an SEC-registered investment adviser managing over $10 billion in client assets, serving a diverse clientele including high-net-worth individuals, families, trusts, and institutional clients. 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.

Jacob Perry is a financial advisor at Interactive Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at TruGreen, T-ROC, T-Mobile, and K-Designers. 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 and operates a multi-advisor network with a proprietary CARES process for client reporting and periodic portfolio reviews.

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.