Thomas Bodin is a financial advisor at Harbour Investments, Inc. in Waukesha, WI, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has operated Bodin Financial Services since 2009 and serves as vice president and board member of Bodin, Inc., a family-owned corporation that sells grain cutting boards. Additionally, he owns Clipper Brewing LLC, a microbrewery involved in the manufacturing and distribution of fermented malt beverages. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies and offers a range of portfolio management and model-based solutions.

Kent Halleen is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Carroll University, H.O. Bostrom, ADC, and the U.S. Marine Corps. Outside of his advisory work, he is a partner in a family real estate business. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for roughly 9,800 clients, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, and alternative investments, and offers comprehensive wealth management and financial planning services.

John Deroche Jr. is a Series 65-licensed advisor at Annex Wealth Management, LLC with four years of industry experience. His prior roles include positions at Foley & Lardner and Northwestern Mutual, as well as experience in various educational and community organizations. 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 uses a team-driven, core-and-tactical investment approach and offers a range of service models to accommodate different client needs.

Kyle Gilbertson is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He previously worked at Robert W. Baird for twelve years and currently has other business activities including serving as an independent insurance agent and involvement with Two Birds Event Group as an event bartender. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities, offering a range of portfolio management and financial planning services with multiple investment approaches tailored by individual advisers and third-party managers.

Micah Hoehner is an advisor at Harbour Investments, Inc. with one year of industry experience and holds the Series 66 designation. His background includes roles at E2 Retirement Consulting and involvement with Concordia University Wisconsin Student Government. Outside of finance, he has experience in the hospitality industry with Water Street Brewery and Bavarian Bierhaus. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by individual advisors and approved third-party managers.

Eric Thompson is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with a Series 65 credential and seven years of industry experience. He worked at Park Bank from 2014 to 2021 before joining Annex Wealth Management, where he has been advising clients since 2021. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process that integrates a core-and-tactical framework using ETFs, mutual funds, equities, fixed income, options, and alternative investments, offering comprehensive wealth management and financial planning services.

David Fono is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Amazon and US Bank. 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-based investment approach combining core and tactical strategies across various asset classes and offers multiple service models tailored to client needs.

Jerome Neary III is a CFP® professional with 12 years of industry experience. He is currently with Core Planning and has previously worked at firms including Wealth Enhancement Advisory Services, Wealth Enhancement Group, SVA Wealth Management, and Financial Strategies, Inc. Core Planning is a multi-team firm providing fee-only financial planning, ongoing wealth management, and portfolio management primarily for individual and high-net-worth clients. The firm uses model portfolios and automated rebalancing tools while tailoring investment strategies to client objectives and risk tolerance.

Katherine Doyle is a financial advisor with Annex Wealth Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She previously worked at Madison Investments for five years and Reinhart Partners, Inc. for 23 years. Annex Wealth Management serves a diverse client base, including individuals, high-net-worth families, pension plans, and government agencies, offering wealth management, financial planning, and discretionary portfolio management. The firm employs a team-based investment approach that integrates core-and-tactical strategies across various asset types, and provides multiple service models tailored to different client needs.

David Stamm is a CFA® charterholder with 15 years of industry experience, currently serving at Dana Investment Advisors Inc since 2007. He is based in Waukesha, WI, and has spent his entire advisory career with Dana. Dana Investment Advisors 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 emphasizes relative-value equity selection and fixed-income strategies, integrating ESG screening and accommodating client-directed social or faith-based exclusions.

John Fonaas is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 66 designations and possessing 15 years of industry experience. His prior roles include positions at Russell Investments and Transamerica Life Insurance Company. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm integrates discretionary and non-discretionary investment services with multidisciplinary planning through its parent company, emphasizing both strategic asset allocation and tactical adjustments.

Jacob Hauser is a CFP® professional with six years of industry experience, currently serving as an advisor at Annex Wealth Management, LLC since 2017. Prior to joining Annex, he worked at Nassco Inc for two years. Annex Wealth Management is a multi-team SEC-registered advisory firm that manages over $8 billion for nearly 9,800 clients across various segments, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment approach combining ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments, while providing comprehensive wealth management, financial planning, and retirement consulting services.

Nicholas Stephan is a financial advisor at Belpointe Asset Management LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Robert Baird & Co. and Mass Mutual Investors Services. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers customized discretionary investment management, financial planning, and retirement-plan consulting, along with administrative services and affiliated fund sponsorship.

Jared Thompson is a financial advisor at Mutual Advisors, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at ValMark Advisers, Wealth Partners, ValMark Securities, and SPC. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion through 154 advisors. The firm offers a range of advisory services using both active and passive strategies, with an emphasis on diversification and customized portfolio management.

Christine Senglaub is a financial advisor at Apollon Wealth Management, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Purshe Kaplan Sterling Investments and Independent Financial Group. She is also involved in family investment entities primarily used for tax and investment purposes. Apollon Wealth Management is a multi-team SEC-registered adviser serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed investment strategies with locally managed portfolios, offering a range of services such as financial planning, portfolio management, retirement plan advisory, and consulting for pooled investment vehicles and insurance company clients.

Leesa Gilliam is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at PNC Bank and PNC Investments from 2017 to 2024, as well as at BMO Harris Financial Advisors and BMO Private Bank from 2014 to 2017. 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 with a core-and-tactical philosophy and offers multiple service models, including an online platform and comprehensive wealth management for complex relationships.

Kathleen Bilansky is a financial advisor with Kovack Advisors, Inc., holding a Series 66 credential and seven years of industry experience. She has worked at Kovack Securities, Inc. since 2019 and previously was with LPL Financial. Bilansky is also involved in client services management and administrative activities through AJH Wealth Management and Financial Services, LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and governmental entities, utilizing a mix of internally created models and third-party managers for portfolio construction and management.

Brandy Weiberg is a financial advisor at Wealthcare Capital Management LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Wealthcare Capital Management since 2004. Wealthcare Capital Management LLC is an SEC-registered multi-team advisory firm managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight by an Investment Policy Committee.

Robert Leuty is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Dana Investment Advisors, Inc. since 2002. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolios, emphasizing relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity, while integrating ESG screening and client-directed exclusions.

Michael Tilley is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His background includes a five-year tenure at Purshe Kaplan Sterling Investments and longstanding involvement with affiliated entities of Global View Capital since 2010. Outside of advisory work, he has operated as a CPA specializing in tax preparation and tax planning since 1974. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach relies on technical and quantitative analysis applied to ETFs and mutual funds, supported by proprietary research through its wholly owned affiliate, AdvisorGuide, LLC.