Troy Wagner is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with two years of industry experience. He holds the Series 66 designation. Prior to joining CliftonLarsonAllen Wealth Advisors in 2023, he was affiliated with the University of Wisconsin-Madison. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios composed of mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

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 with NorthRock Partners, LLC, holding Series 66, 65, and 63 designations and 20 years of industry experience. His prior roles include positions at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Gardner is involved in tax preparation services through an affiliated entity where he dedicates limited time monthly. NorthRock Partners is a multi-team wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and rebalancing, offering both discretionary and non-discretionary management that includes public and private market strategies.

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.

Andrew Salemme is a financial advisor at Harbour Investments, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at CM&A Wealth Management and METLIFE. Outside of his advisory role, he serves as an assistant high school wrestling coach at Marquette University High School. 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 develop customized investment strategies and offers model-based solutions through a subscription platform.

Jerome Mahalick is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds a Series 65 designation and previously worked for Asset Management For Professionals, Inc. for 31 years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a broad range of clients, including individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

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.

Gregory Mahalick is a Series 65-licensed financial advisor with 19 years of industry experience. He currently works at Merit Financial Advisors and previously spent 19 years at Asset Management For Professionals, Inc. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable investment sleeves, with oversight from a central Investment Management team and Investment Committee.

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.

Marc Willden is a financial advisor at Mutual Advisors, LLC in Milwaukee, WI, with six years of industry experience. He holds a Series 65 designation and has previously worked at Wealth Partners Financial Services, LLC and Matrix Packaging Machinery, LLC. Outside of his advisory role, he serves on the board of The Sandstone Group, Inc., a manufacturer of food service equipment. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of active and passive investment strategies supported by third-party tools and managers.

Nick Fameree 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 Financial Planning and Information Services, Inc. Prior to his financial career, he served six years in the United States Marine Corps. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm employs a long-term, fundamental investment approach across equity and fixed income strategies and manages approximately $9.83 billion through a combination of in-house and external managers.

Jamie Watkins is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Annex Wealth Management, Watkins held roles at several organizations, including Review Services Inc. and the University of Wisconsin system. 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 that utilizes a core-and-tactical strategy across multiple asset classes and offers various 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.

Mcgarry Murray is a financial advisor at Gibbs Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Brookstone Capital Management and Simplicity Wealth, LLC. Outside of his advisory role, Murray is a self-employed insurance agent and is involved in residential real estate investment and renovation through multiple ventures. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing advisor-directed model management and sub-advisory arrangements to implement client portfolios.

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.