Nolan Rehard is a financial advisor at Curi Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise, as well as in roles outside finance including Full Service Painting and Big Blue Swim School. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves a diverse client base, including individuals, retirement plans, institutions, and family offices, using a long-term, fundamental investment approach with proprietary strategies and third-party managers.

Christopher Peck is a financial advisor with Harbour Investments, Inc. holding Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Harbour Investments since 1997 and also owns Peck Financial Group, where he provides tax preparation, estate planning, retirement planning, and wealth management services. Additionally, he operates as 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 variety of portfolio management and financial planning services, utilizing a range of investment approaches and ongoing account monitoring.

Naomi Ackley is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with 11 years of industry experience. She previously worked at CedarPoint Investment Advisors (now Midland Financial Advisors) for five years before joining Annex Wealth Management in 2019. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process that combines discretionary portfolio management with a core-and-tactical framework utilizing ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments.

William Matt is a financial advisor with Belpointe Asset Management LLC in Milwaukee, WI. He holds a Series 65 designation and has been with Belpointe since 2025. His prior experience includes roles at Wealth Management Solutions, LLC and Concordia University Wisconsin. Outside of his advisory work, Matt serves as a K-9 Comfort Dog Handler and Caregiver for Lutheran Church Charities at Concordia University Wisconsin. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Kenneth Bellinger Jr. is a CFA® charterholder with three years of industry experience. He is currently a Vice President and Fixed Income Analyst at Johnson Bank and Johnson Wealth Inc., where he has worked since 2025. Prior to this, he held roles at Annex Wealth Management, Carroll University, and Uniplan Investment Counsel. Johnson Wealth Inc. provides investment advisory and consulting services to a broad range of clients, including high-net-worth individuals, families, trusts, and institutional investors. The firm focuses on long-term, goal-driven asset allocation and manager selection, employing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots.

Michael Hug is a financial advisor with Infinity Financial Services Advisory in Brookfield, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Infinity Financial Services since 2016 and Infinity Financial Services Advisory since 2020. Outside of advising, he is also an independent life insurance agent. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm provides portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes fundamental, technical, and quantitative analyses alongside the use of complex investment strategies.

Vicki Kaminski is a financial advisor at Great Valley Advisor Group, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Great Valley Advisor Group since 2023, previously spending over two decades with Select Advisor Group, Inc. and Intervest International Equities Corporation. Kaminski is also an independent insurance agent, selling life insurance and annuities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Jack Laubusch is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential. He has held roles at Annex Wealth Management since 2025 and previously worked at Robert W Baird and City Bar. Outside of finance, he operated Clearwater Outdoor Kayak Rental. 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, charitable organizations, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies and offers multiple service models, including online and private client options.

Alex Christiansen is a financial advisor at Curi Capital, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at RMB Capital and U.S. Bank. He also spent four years at the University of Wisconsin - Oshkosh. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion using a long-term, fundamental investment approach that combines in-house strategies with external managers and proprietary risk analysis tools.

Kenneth Symes is a financial advisor with Annex Wealth Management, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Annex Wealth Management since 2014 and previously spent four years at H. Beck, Inc. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients across more than 6,700 households. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities with a team-oriented investment approach that incorporates a core-and-tactical framework using ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Jeffrey Lamb is a financial advisor at Harbour Investments, Inc. with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Harbour in 2017, he worked at Cambridge Investment Research Advisors, Inc. from 2012 to 2017. Outside of his advisory role, he coaches a local community basketball league. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Daniel Bresson is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at SCF Investment Advisors and Global View Capital Management. Bresson is also a licensed independent insurance agent. 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 strategies combining proprietary models and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

James Huskin II is a CFP® and Series 66 registered financial advisor with 18 years of industry experience. He has been with Forum Financial Management, LP since 2016. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing these through institutional mutual funds and ETFs, and offers a range of advisory and back-office services to independent advisors and RIAs.

Michael Dodge is a financial advisor at Annex Wealth Management, LLC with six years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Fifth Third Bank, Fidelity Investments, MML Investors Services, and PNC Bank, as well as service in the Pennsylvania Army National Guard for eight years. 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 employs a team-oriented investment process using a core-and-tactical framework with diversified strategies, and it offers integrated accounting, tax, and insurance services alongside its wealth management offerings.

Marilou Davido is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently with Annex Wealth Management, LLC and has worked at WFA Asset Management since 2015. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, and alternative investments, and offers comprehensive wealth management, discretionary portfolio management, and goals-based online services.

Kirk Domke is a financial advisor at Calton & Associates, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2019, following a 19-year tenure at Capital Financial Services, Inc. Outside of his advisory role, he is the owner and president of Domke Financial Services, a business that sells insurance and investment products. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer, with investment recommendations tailored to client-specific goals and risk profiles.

Nicholas Enea is a CFP® professional with 32 years of industry experience, currently serving at Annex Wealth Management, LLC. He has been with Wfa Asset Management since 1994. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients across various segments, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process utilizing a core-and-tactical framework with a range of asset classes and offers a suite of services including comprehensive wealth management, discretionary portfolio management, and a consumer-facing online platform called Annex Ignite.

Frederick Coleman Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC since 2022. Prior to this, he worked at Robert W. Baird & Co. for seven years. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individual and high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm utilizes a team-based investment approach with a core-and-tactical philosophy and provides multiple service models to accommodate varying client needs.

Broc Berge is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with two years of industry experience. He is also a Vice President and Retirement Plan Services Advisor at Johnson Bank, where he has worked since 2013. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other investment advisers, including its affiliate Johnson Bank. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers specialized services such as discretionary management for 401(k) participants like airline pilots and curated private investment options.

James Spiegelberg is a financial advisor with Avantax Planning Partners, Inc. based in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with multiple firms, including Cetera Wealth Services, LLC, Avantax Investment Services, Inc., and Proequities. In addition to his advisory role, Spiegelberg owns and operates Spiegelberg Financial Services, providing tax, accounting, consulting, and insurance-related services, and serves as an outside director and chairman of the audit committee for 1895 Bancorp of WI. Avantax Planning Partners primarily serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management with model-based style allocation strategies, retirement plan management, and stand-alone financial planning. The firm’s investment process is overseen by an Investment Advisory Committee and includes tax-intelligent overlays and centralized trading through designated custodians.