Megan Behnke is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and three years of industry experience. She is also involved with several related affiliates of Global View Capital, including insurance services and advisory marketing. Outside of her advisory work, she serves as treasurer for a local elementary school Parent Teacher Organization. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, utilizing a model-driven approach based on technical and quantitative methods. The firm also operates a proprietary research platform that supports its investment strategies and offers a range of managed account options.

George Parkhill is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Northwestern Mutual, Bankers Bank, Merrill Lynch, and JP Morgan. Annex Wealth Management serves a diverse client base ranging from individual and high-net-worth households to pension plans, trusts, and government agencies. The firm employs a team-driven investment approach that combines core and tactical strategies across various asset types and offers multiple service models tailored to different client needs.

Mark Schaefer is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Wisconsin, Blue Mound Country Club, and the Wauwatosa School District. Annex Wealth Management is an SEC-registered firm managing over $8 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process using a core-and-tactical framework with various asset classes, offering comprehensive wealth management, retirement consulting, and an online goals-based service called Annex Ignite.

James Hamer is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Global View Capital Management since 2014 and previously at Purshe Kaplan Sterling Investments. In addition to advisory work, he is involved with Global View Capital Insurance Services, where he sells life, long-term care, and disability insurance as well as fixed annuities. 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 technical and quantitative investment approach supported by an in-house research platform and offers a variety of managed account options including sub-advisory and ETF-focused programs.

Michael Fishman Salnick is a financial advisor at Harbour Investments, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Guthmann Tax Services LLC and EY. Outside of his advisory role, he is a partner in a tax and accounting firm based in Chicago. 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, utilizing multiple investment approaches and platforms tailored by individual advisers and approved third-party managers.

Donald Gross Jr. is a financial advisor with Harbour Investments, Inc. and Capital Financial Group, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with both firms since 2002. Outside of his advisory role, he is also an independent insurance agent specializing in equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm offers customized portfolio management using a combination of fundamental and technical analysis, and delivers solutions through various platforms and third-party arrangements.

Dylan Adler is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior roles include positions at Royal Alliance, Pensionmark Financial Group, and TFS Securities, Inc. Annex Wealth Management serves 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 core and tactical strategies across various asset classes and offers multiple service models tailored to different client needs.

Jacob Gustafson is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Great Valley Advisor Group since 2016 and LPL Financial 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, utilizing both in-house strategies and third-party managers across various platforms.

Logan Kepler is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with two years of industry experience. He joined Annex Wealth Management in 2023 after roles at the University of Wisconsin–Madison and other positions. Annex Wealth Management is an SEC-registered advisory firm managing over $8 billion for nearly 10,000 clients, including individuals, institutions, and charitable organizations. The firm employs a team-oriented investment process blending various asset classes, offers discretionary portfolio management, and provides a range of wealth management and financial planning services.

Clayton Tyree is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Harbour Investments, Inc. and has prior experience at NEXT Financial Group, Inc. and The Leist Group, LLC. Outside of his advisory roles, he is an independent insurance agent affiliated with The Leist Group, LLC. Harbour Investments, Inc. 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 construct customized portfolios using various instruments, and offers model-based solutions through a subscription platform.

Zachary Newcomer is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at F L Putnam Investment Management Co. He has worked with F L Putnam since 2026 and has prior experience at F/M Investments LLC and Ziegler Capital Management, LLC. F.L. Putnam serves a diverse client base that includes individual investors, institutions, and nonprofit organizations, offering customized portfolio management through both internal strategies and third-party managers across various asset classes. The firm provides a range of services such as discretionary and non-discretionary investment management, financial planning, OCIO-style advisory, and family office solutions.

Joseph Czukas is a financial advisor with Harbour Investments, Inc., holding a Series 66 designation and 23 years of industry experience. He has worked concurrently at Harbour Investments, Czukas, McCall & Assoc., Inc., and Capital Solutions since 2003. Outside of advising, Czukas is involved in community and educational activities, including serving as a volunteer festival coordinator for St. John Vianney Parish, instructing retirement planning courses at the Prepare Institute, and acting as an assistant varsity football coach at Marquette University High School. He also serves on the board of the Conservancy of Healing and Heritage and is a co-owner of a publishing company. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including 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 investment strategies, offering both discretionary and non-discretionary portfolio management along with model-based solutions through a subscription platform.

Cruz Bernal is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation. He has one year of industry experience, including his current role at Johnson Wealth and prior work at Johnson Bank. Before entering the industry, he spent eight years in full-time education. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing approximately $10.35 billion in assets for a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutions. 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.

Carl Sellen is a CFP® and Series 66-licensed advisor at Associated Investment Services, Inc. in Brookfield, WI, with 22 years of industry experience. He has been with Associated Investment Services since 2006. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm utilizes model portfolio and separately managed account programs from third-party managers and its affiliate Kellogg Asset Management, serving clients primarily through the Envestnet/NFS platform with a focus on predominantly non-discretionary management.

Andrew Powell is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with one year of industry experience. Prior to joining Annex, he worked at Cornell University for four years and Collier County Public Schools for twelve years. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for about 9,800 clients across individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process blending ETFs, mutual funds, equities, fixed income, options, alternative investments, and custom indexing, while also offering accounting, tax, and insurance services through affiliated entities.

Michael Kirk is a CFP® professional at Annex Wealth Management, LLC with 10 years of industry experience. He has held roles at various firms including Think HR, Quest CE, and E-Money before joining Annex Wealth Management in 2023. Annex Wealth Management serves nearly 9,800 clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering wealth management, financial planning, and discretionary portfolio management. The firm employs a team-based investment approach blending ETFs, mutual funds, equities, fixed income, options, and alternative investments within a core-and-tactical framework.

James Harkness is a CFA® charterholder with 27 years of industry experience. He has been with Provident Trust Company since 1999. 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, focusing on concentrated portfolios complemented by balanced and fixed-income exposures.

Zachary Sippl is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and seven years of industry experience. He has worked with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018. Outside of his advisory role, he is a one-third owner of 32Thirty Financial LLC and works part-time as a bartender and cook at Sports Hub Bar & Grill. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Gregg Lentz is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. Prior to joining Arkadios Wealth Advisors in 2018, he worked at Triad Advisors, Inc. from 2016 to 2018. Outside of his advisory role, he also operates Gregg S Lentz & Associates, providing solutions related to fixed insurance and annuities. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with a range of investment and wealth management services, including discretionary account management supported by an internal portfolio team. The firm uses multiple analytical approaches and offers access to third-party managers and comprehensive financial planning.

Travis Minegar is a financial advisor with Mutual of Omaha Investor Services, Inc. in La Crosse, WI, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Mutual of Omaha and its affiliated firm since 2013. Outside of his advisory role, Minegar is involved in several business activities including co-owning 32Thirty Financial LLC and 32Thirty Health Solutions LLC, which focus on financial and health insurance products, and he also serves as a notary public. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting primarily through a network of Investment Advisor Representatives.