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.

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.

Shannon Smith is a financial advisor at Intrua Financial with 20 years of industry experience and holds a Series 66 designation. Prior to joining Intrua Financial in 2023, Smith was associated with Freedom Wealth Alliance and LPL Financial since 2014. Outside of advisory work, Smith is a commissioned notary public. 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 blend of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, offering both discretionary and non-discretionary management options.

Jeffrey Nevins is a CFA® charterholder and Series 63 licensee with three years of industry experience. He has worked at Silvercrest Asset Management Group LLC since 2019, following prior roles at Cortina Asset Management and RBC Asset Management. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management alongside tax planning and consolidated reporting. The firm employs a combination of bottom-up security selection and manager allocation across a broad range of proprietary equity and fixed-income strategies.

Jacob Perry is a financial advisor at Interactive Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Trugreen, T-ROC, and T-Mobile. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified ETF and mutual fund model portfolios, supported by a multi-advisor network and a proprietary CARES process for client reporting.

Luis Castellanos Solano is a financial advisor at Annex Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Annex, he worked at Deloitte Tax LLP and Strohm Ballweg, LLP and has academic experience at the University of Wisconsin–Whitewater. Annex Wealth Management serves a diverse client base including individuals, high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-driven investment approach that combines core and tactical strategies using a variety of asset types, and offers multiple service models tailored to clients’ needs.

Earl Gauger is a CFP® professional with 28 years of industry experience, currently serving at Harbour Investments, Inc. He has worked at Harbour Investments and E Retirement Consulting since 2010. Outside of his advisory role, he is president of the Wisconsin Financial Literacy Foundation and serves on the advisory board for the University of Wisconsin Whitewater. 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.

Daniel Wanzenberg is a financial advisor at Dana Investment Advisors Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moody Aldrich Partners, LLC, APS Labs, LLC, and Belridge Capital, LLC prior to joining Dana Investment Advisors in 2026. Dana Investment Advisors manages approximately $6.1 billion for a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management through various account structures. The firm combines relative-value and concentrated equity strategies with fixed-income approaches and integrates ESG and faith-based screening upon client request.

Mark Mirsberger is a financial advisor at Dana Investment Advisors Inc with 33 years of industry experience. He has been with Dana Investment Advisors since 1991. He holds the Series 63 designation. Dana Investment Advisors 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 incorporates ESG screening and client-directed social or faith-based exclusions in its investment process.

David Schoenfeldt is a financial advisor with First Heartland Consultants, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with First Heartland Capital Inc. since 2002. Outside of his advisory role, he is involved in the sales and distribution of fixed insurance products and operates DS Financial LLC, a business entity for tax purposes. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Julie Douglas Maddox is a financial advisor with Great Valley Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. She has 42 years of industry experience, including a long tenure at The Prudential Insurance Company of America and Pruco Securities prior to joining Great Valley Advisor Group and LPL Financial in 2019. Maddox is involved in a related business activity operating under the name Next Level Planning & Wealth Management. 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 using both in-house strategies and third-party managers across various platforms.

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.