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 at Annex Wealth Management, LLC in Brookfield, WI, with three years of industry experience. He holds Series 65 and Series 66 licenses. His prior work includes roles at Northwestern Mutual and PJMS Holdings LLC. 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, and government agencies. The firm employs a team-based investment approach combining core and tactical strategies and offers multiple service models tailored to client account size and complexity.

Matthew Slowinski is a financial advisor with Dana Investment Advisors Inc in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Dana Investment Advisors since 2014. Dana Investment Advisors manages approximately $6.1 billion for a diverse client base, including high-net-worth individuals, institutional clients, and public sector entities. The firm employs a combination of relative-value and concentrated equity strategies along with fixed-income approaches, integrating ESG and faith-based screening upon client request, and serves clients through multiple distribution channels.

Benjamin Johnson is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked in various roles at Northwestern Mutual and in recruiting firms. Prior to his advisory career, he spent six years at TotalMed. 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, and government agencies. The firm employs a team-driven investment approach with a core-and-tactical philosophy and offers multiple service models tailored to different client needs.

David Weinstein is a Series 65 licensed advisor with Dana Investment Advisors Inc in Waukesha, WI, where he has worked since 2013. He has a total of 10 years of industry experience, all with Dana Investment Advisors. Dana Investment Advisors Inc 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 emphasizes relative-value equity selection, income-focused fixed-income strategies, and integrates ESG screening.

Jacob Knox is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Annex Wealth Management since 2022 and previously held roles at US Bank and several other organizations. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments within a discretionary portfolio management framework.

Jeffry Brigman is a CFP® with 36 years of industry experience, currently serving at Dana Investment Advisors, Inc. since 2022. Prior to that, he spent 32 years with Legacy Capital Partners, Inc. He is a 50% owner and non-compensated treasurer of Wisconsin Medmark Inc., a firm focused on executive health care education and executive coaching. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolio management with an emphasis on relative-value equity selection, income-focused fixed-income strategies, and ESG integration.

John Witczak is an investment advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Metlife Securities, SagePoint Financial, and Mass Mutual Investors Services. He is also a licensed agent for fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives.

Daniel Deremer is a financial advisor with Harbour Investments, Inc. in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Harbour Investments since 1998 and concurrently operates his own independent insurance agency, which includes work with equity indexed annuities and tax preparation. Harbour Investments serves a broad client base including individual investors, charitable and corporate clients, and retirement plans, offering customized investment strategies that utilize mutual funds, ETFs, fixed income, annuities, and separately managed accounts. The firm combines fundamental and technical analysis and provides both discretionary and non-discretionary portfolio management along with model-based solutions through a subscription platform.

Jarret Mcfarland is a financial advisor at Belpointe Asset Management LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Mass Mutual Investors Services and MetLife Securities. Outside of his advisory role, he serves as treasurer for Home of Hope, a nonprofit transitional facility for sex trafficking victims, and is co-owner of EJ Logistics LLC, a trucking business. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios through a network of advisors and supports both passive and active strategies, while also sponsoring proprietary funds and providing services to other advisers.

Anthony Mlachnik is a financial advisor at Annex Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NorthRock Partners and Ameriprise Financial Services, Inc. Outside of advisory work, he is co-managing director of KASE Consulting, a Milwaukee-based consulting firm. 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 that blends multiple asset classes and offers services such as comprehensive wealth management, discretionary portfolio management, and retirement consulting.

Shawn Thomas is a financial advisor with intrua Financial in Brookfield, WI, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Freedom Wealth Alliance, LPL Financial, FSC Securities Corp, MML Investors Services, and Metlife Securities. He is involved in fiduciary activities through personal family trusts and holds a minority interest in Windy City Financial Partners. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment process combining fundamental, technical, and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management options.

Michael Leist is a financial advisor at Harbour Investments, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Harbour Investments since 2023. Leist also operates The Leist Group, LLC, which provides independent insurance services and tax preparation. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and other institutional entities. The firm offers portfolio management, financial planning, and multiple investment implementation options tailored to individual adviser strategies.

Daniel Sievers is a CFA® charterholder with 12 years of industry experience. He has worked at Fiduciary Management, Inc. for 15 years, followed by Sawbill Capital, LLC, before joining Dana Investment Advisors, Inc. in 2025. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm employs a relative-value equity selection process and fixed-income strategies focused on income and credit quality, integrating ESG screening and accommodating client-directed social or faith-based exclusions.

Loren Brandrup is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. Outside of his advisory role, he is involved in a sports memorabilia business. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers through various platforms.

Brooke Wilken is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. Prior to joining Annex Wealth Management, Brooke worked at Accenture and Thrivent, and held roles at the University of Wisconsin Eau Claire and Schneider National. Annex Wealth Management is a multi-team advisory firm managing approximately $8.05 billion for around 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-driven investment approach combining ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments, and offers comprehensive wealth management, discretionary portfolio management, and retirement consulting services.

Jacqueline Ruppel is a financial advisor at Johnson Wealth Inc. with a Series 65 designation and one year of experience at the firm. She has been associated with Johnson Bank since 2012. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing over $10 billion in assets for a wide range of clients including high-net-worth individuals, families, trusts, and institutions. The firm’s investment approach emphasizes long-term asset allocation and manager selection through qualitative and quantitative analysis, and it offers services such as portfolio management, financial planning, and access to private investments.

Stephan Weidman is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with various entities within the Global View Capital group since 2010 and has prior involvement with the Boy Scouts of America. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, employing a model-driven investment approach based on technical and quantitative methods. The firm offers a range of managed account options and operates an in-house research platform that supports its investment strategies.

Bronwyn Theisen is a financial advisor at Annex Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including JPMorgan Chase Bank, PNC Bank, LPL Financial, and BMO Harris Financial Advisors. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for roughly 9,800 clients across individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process utilizing a core-and-tactical framework with diverse asset classes and offers services ranging from comprehensive wealth management to retirement consulting and goals-based online tools.