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 22 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 and Cambridge Investment Research, Inc. He coaches a local community basketball league and is a part-owner of a healthcare business focused on Medicare services. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and third-party managers.

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.

Michael Dodge is a CFP® and ChFC® with seven years of experience in the financial services industry. He is currently with Annex Wealth Management, LLC and has previously worked at firms including Fifth Third Bank, Fidelity Investments, and PNC Bank. Dodge also served eight years in the PA Army National Guard. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base, including high-net-worth individuals, pension plans, and government agencies. The firm employs a team-based investment approach that combines core and tactical strategies using a variety of asset types and provides multiple service models tailored to clients’ needs.

Marilou Davido is a CFP® with nine years of industry experience. She is currently with Annex Wealth Management, LLC and was previously employed at WFA Asset Management for ten years. 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, and offers a range of service models tailored to client needs, including tax preparation and pension consulting through affiliated entities.

Kirk Domke is a financial advisor at Calton & Associates, Inc. with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Calton & Associates since 2019, following a 19-year tenure at Capital Financial Services, Inc. Domke is also the owner and president of Domke Financial Services, a business focused on selling insurance and investment products. Calton & Associates is a multi-team registered investment adviser that also operates as a broker-dealer and corporate insurance agency. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering fee-based portfolio management, financial planning, and access to commission-based brokerage and insurance products through dually registered representatives.

Nicholas Enea is a CFP® professional with 32 years of industry experience. He worked at WFA Asset Management for 31 years before joining Annex Wealth Management, LLC. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management services to a diverse client base, combining a team-driven investment approach with multiple service models tailored to different account types. The firm also provides pension consulting, sub-advisory, and affiliated tax preparation services, and has unique affiliations including a CPA firm and an insurance services affiliate supporting a charitable foundation.

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.

Troy Wagner is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 66 designation and three years of industry experience. He has been with CliftonLarsonAllen since 2023. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation with firm-constructed model portfolios and third-party managed programs, integrating multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Theodore Baer is a CFP®-credentialed financial advisor with 30 years of industry experience. He is affiliated with Great Valley Advisor Group, LLC and has previously worked at LPL Financial, Pyramax Bank, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers customized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Jeremy Gardner is a financial advisor at NorthRock Partners, LLC with 21 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Outside of advisory work, Gardner is involved in private equity fund management and tax preparation services through his ownership interests in several related business ventures. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation and diversification, incorporating private market investments and using both automated tools and human oversight to support tax-aware investing and portfolio management.

Belena Vincetti is a CFP® with 19 years of industry experience, currently serving at Belpointe Asset Management LLC. She has held roles at Fortis Capital Advisors, MML Investors Services, and Mass Mutual Life Insurance. Vincetti also acts as a FINRA Arbitrator and owns an AirBnB business in Milwaukee. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm offers discretionary investment management, financial planning, and retirement plan consulting for individuals, corporations, trusts, and other advisers, employing customized portfolios, model portfolios, and co- or sub-advisory relationships.

Joel Guthmann is a financial advisor with Harbour Investments, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Harbour Investments since 1999 and concurrently operates Guthmann Tax Services, a tax preparation business. Guthmann serves as a financial secretary and board member of Congregation Anshai Lebowitz and holds several leadership roles in related community and professional organizations. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized portfolios using various investment vehicles, while also offering model-based solutions and facilitating implementation through multiple platforms.

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.

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.

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.