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.

Shannon Smith is a Series 66-licensed financial advisor with 20 years of industry experience. Currently at Intrua Financial, she has previously worked at LPL Financial, Freedom Wealth Alliance, Wells Fargo Advisors, and Morgan Stanley. She is also a notary public in Brookfield, Wisconsin. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm offers asset management, financial planning, and retirement plan consulting using a blend of fundamental, portfolio theory, and technical analysis to create customized investment strategies.

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.

Christopher Collins is a financial advisor with Sequent Planning, LLC in Hales Corners, WI. He holds a Series 65 designation and has five years of industry experience. Collins also works as an insurance agent offering insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations with asset management, financial planning, and retirement-plan services. The firm employs a diversified investment approach within a structured risk framework and provides ongoing investment communications to clients.

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.

Nathan Olsen is a financial advisor with Harbour Investments, Inc. and holds a Series 66 designation. He has five years of industry experience with prior roles at Clearstep Financial, Edward Jones, Northwestern Mutual, and other firms. In addition to his advisory work, Olsen is also an independent insurance agent. 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 advisers and approved third-party managers.

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.

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 with Annex Wealth Management, LLC in Brookfield, WI. He holds Series 65 and Series 66 licenses and has three years of industry experience. His prior work includes roles at PJMS Holdings LLC, CS Whitewater Rental LLC, Northwestern Mutual, and Fisher Investments. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individuals, high-net-worth households, pension plans, charitable organizations, and government agencies. The firm utilizes a team-driven investment approach combining core and tactical strategies across various asset classes and provides multiple service models tailored to client needs.