Michael Tilley is a financial advisor at Global View Capital Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Purshe Kaplan Sterling Investments and various Global View Capital affiliates since 2010. In addition to his advisory roles, he operates a tax preparation and planning business as a CPA. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a technical and quantitative investment approach based on algorithmic research and offers multiple program options, including sub-advisory services and a low-cost ETF-only platform.

Patrick Maddox is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked at LPL Financial, Pruco Securities LLC, and Fleming Financial Group LLC. 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 discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Jennifer Jesse is a CFP® professional with four years of industry experience. She has worked at Annex Wealth Management since 2018, with prior experience at Strategic Wealth Partners and United Cerebral Palsy. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse range of clients, including individuals, pension plans, trusts, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies and offers multiple service models to accommodate varying client needs.

Dennis Webb Jr. is a financial advisor at Associated Investment Services, Inc. in Wauwatosa, WI, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Associated Investment Services since 2005. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers a variety of model portfolio and separately managed account programs through third‑party managers and affiliated entities, operating largely on a non-discretionary basis with integrated services supported by its affiliation with Associated Banc‑Corp and related financial institutions.

Debbie Keaton is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding a Series 65 designation and 12 years of industry experience. Her work history includes roles at Global View Capital entities since 2013 and non-investment roles at Froedtert & Medical College of Wisconsin beginning in 2016. From 2010 to 2018, she managed a cleaning services business. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach, utilizing an algorithmic research platform to manage strategies aligned with client risk profiles and objectives.

Arabella Parins is a CFP® professional with three years of industry experience, currently serving at Annex Wealth Management, LLC. Her prior work includes roles at the University of Wisconsin–Madison and the Sauk Prairie School District. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for about 9,800 clients, offering comprehensive wealth management, discretionary portfolio management, retirement consulting, and a goals-based online service. The firm employs a team-oriented investment process that utilizes a core-and-tactical framework across various asset classes and maintains cross-disciplinary capabilities including accounting, tax services, and insurance product distribution.

Kenneth Pollard Jr. is a CFP® professional at Annex Wealth Management, LLC with experience at several firms including Sapient Capital LLC and Abbot Downing (Wells Fargo). He has been with Annex Wealth Management since 2026. 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 multiple service models to accommodate a range of client needs.

Charles Claussen is a CFP® and ChFC® affiliated with Annex Wealth Management, LLC, with 10 years of industry experience. His prior roles include positions at Transcend Advisor Group, CliftonLarsonAllen Wealth Advisors, The Prudential Insurance Company of America, and Hightower Securities. Outside of his advisory work, he serves as treasurer for The Lupus Foundation, where he reviews financial transactions and attends board meetings. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8 billion for nearly 10,000 clients, serving individuals, plans, nonprofits, trusts, and corporations. The firm employs a team-oriented investment process featuring a core-and-tactical approach across multiple asset classes and offers comprehensive wealth management, retirement consulting, and a goals-based online platform.

Matthew Fechter is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2021. Prior to joining Belpointe, he was employed at US Bank and Abox Inc dba PIRTEK Menomonee Falls. Fechter is also involved in fixed insurance sales and operates under the DBA Redwood Financial Strategies, providing investment advisory services alongside insurance sales. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that may include passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Pieter Mulder is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at The Harvey House, The Nitty Gritty, and several other organizations. He has also been involved with USA Hockey and educational institutions such as Alexandria School District 206 and the University of St. Thomas. Annex Wealth Management serves a diverse client base including individuals, high-net-worth households, pension plans, charitable organizations, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies across various asset classes and offers multiple service models to accommodate different client needs.

Adrian Zilvetti is a financial advisor at Belpointe Asset Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Freedom Wealth Alliance and LPL Financial. He serves as a board member for America Scores Milwaukee, a nonprofit focused on after-school programming for at-risk elementary school children. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, implementing customized portfolios through a combination of internal and third-party strategies.

John Czukas III is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Harbour Investments since 2018, following roles at Thrivent Financial and Thrivent Distributors LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Rebecca Posig is a CFP® and Series 65-licensed advisor with three years of industry experience. She is currently with Annex Wealth Management, LLC and has prior experience at Kowal Investment Group as well as roles in education and administration at Carroll University and the Greenfield School District. 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, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-driven, core-and-tactical investment approach and offers multiple service models, as well as affiliated tax and insurance services.

Michael Massey is a financial advisor with Packerland Brokerage Services, Inc. in Hartland, Wisconsin. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including prior roles at ClearStep Financial and Harbour Investments, Inc. Since 2018, Massey has also been involved in Medicare insurance sales. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting. The firm utilizes both direct management and third-party money managers on the Hilltop-cleared Envestnet platform, providing customized investment solutions across various account structures.

Kirt Cochran is a financial advisor at Mutual of Omaha Investor Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mutual of Omaha Investor Services since 2016, as well as at COUNTRY FINANCIAL from 2014 to 2016. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm operates through a network of Investment Advisor Representatives who recommend model portfolios and third-party managers on an approved platform, offering both discretionary and non-discretionary investment strategies.

Matthew Kavanagh is a financial advisor with Great Valley Advisor Group, LLC based in Brookfield, WI. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His prior roles include positions at LPL Financial and GWFS Equities. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Richard Fischer is a financial advisor at Sequent Planning, LLC in Jackson, Wisconsin. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sequent Planning, he worked at Ellsworth Adhesives and Trans International. Outside of advising, he is an owner of two real estate-related businesses that involve property management activities. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits with asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and offers client communication and operational transparency uncommon among similarly sized multi-team advisory firms.

Jesse Grutz is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at AE Wealth Management, LLC, Foundations Investment Advisors, and AlphaStar Capital Management, LLC. He has also operated Grutz Financial and has a longstanding affiliation with The Retirement Co. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that integrates tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Lee Wolcott is a financial advisor at Provident Trust Company in Waukesha, WI, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Provident Trust Company since 2001. 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 and manages focused portfolios typically containing fewer than 25 U.S. securities, complemented by balanced strategies and fixed-income exposure.

Scott Hanson is a financial advisor with Regal Investment Advisors LLC in Brookfield, WI, holding the ChFC® designation and Series 63 and 66 licenses. He has 19 years of industry experience and has worked at Regulus Financial Group, LLC since 2014, and Fischer Wealth Management from 2011 to 2022. In addition to his advisory work, Hanson is an insurance agent providing insurance services. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management services to independent advisers and a variety of client types, including individual, charitable, and corporate clients. The firm employs proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies through its Financial Advisers.