Timothy Noordyk is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Encompass More in 2026, he worked at Global View Capital Management, Global View Capital Advisors, and Global View Capital Insurance for over a decade. Outside of his advisory role, he coaches youth sports and serves as a volunteer treasurer for Bridge Church in Waukesha, Wisconsin. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

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.

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.

Brian Schaefer is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation with 16 years of industry experience. He has worked at Johnson Wealth since 2017 and previously spent seven years at Alberts Investment Management Inc. Johnson Wealth is an SEC-registered investment adviser and a subsidiary of Johnson Financial Group, managing over $10 billion in client assets for a diverse range of clients including high-net-worth individuals, families, and institutional investors. The firm’s investment approach is long-term and purpose-driven, utilizing asset allocation, model portfolios, and a combination of qualitative and quantitative manager selection methods.

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.

Blake Karls is a CFA® charterholder with 13 years of industry experience, currently serving at Crescent Grove Advisors in Milwaukee, WI. He previously worked at Artisan Partners Asset Management for nine years and Robert W. Baird for three years. Crescent Grove Advisors provides wealth management, family office services, OCIO solutions, and portfolio advisory to individuals, high-net-worth families, family offices, and institutional clients. The firm manages approximately $5 billion in assets, employing a customized investment process that integrates long-term strategic allocations with tactical adjustments and utilizes third-party independent managers and alternative strategies.

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.