Leesa Gilliam is a financial advisor at Annex Wealth Management, LLC with 17 years of industry experience. She holds Series 66 and Series 65 designations and has previously worked at PNC Bank, PNC Investments, and BMO Harris Financial Advisors. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base that includes 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 provides multiple service models tailored to client needs.

Kathleen Bilansky is a financial advisor at Kovack Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has worked at Kovack Securities, Inc. since 2019. Bilansky is also involved with AJH Wealth Management, where she performs client services and administrative roles. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and pension plans, through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs, offers financial planning and asset management, and monitors third-party managers to align portfolios with client goals.

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.

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.

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.

Elizabeth Wedward is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with Johnson Wealth since 2016. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in client assets across high-net-worth individuals, families, trusts, and various institutions. The firm’s investment approach emphasizes long-term asset allocation, model portfolios, and manager selection through qualitative and quantitative analysis, offering discretionary and non-discretionary portfolio management along with specialized programs and access to private investments.

Mark Thompson is a financial advisor at Harbour Investments, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Clearstep Financial, Transamerica Financial Advisors, and World Financial Group. In addition to his advisory role, he is an independent insurance agent specializing in equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, offering customized portfolio management and model-based solutions through various investment instruments and third-party platforms.

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.

Joseph Guerin is a CFA® charterholder with eight years of industry experience. He is currently a Vice President and Director of Research at Johnson Bank and has worked at Johnson Wealth Inc. since 2016. He holds dual roles at Johnson Bank and Johnson Wealth Inc. in Milwaukee, WI. Johnson Wealth Inc. provides advisory and consulting services to high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies including discretionary portfolio management and curated private investments.

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.

Maxwell Boehm is a financial advisor at Encompass More Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked with several firms including SCF Investment Advisors, Global View Capital Management, and Du Charme Financial & Business Solutions. Outside of finance, he is involved in marketing and administrative roles at Health Hut Natural Foods, Inc., and volunteers as a ward clerk for The Church of Jesus Christ of Latter-Day Saints. 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 strategies combining proprietary models and third-party sub-advisers and manages roughly $985 million across about 85 advisors for approximately 4,000 clients.

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.

David Hessel is a financial advisor at Encompass More Asset Management LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Global View Capital Management, LLC, and Mutual of Omaha Investor Services. He is also a licensed insurance agent. Encompass More Asset Management LLC 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 that incorporates quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.

Kimberly Schreiber is a CFP® with 16 years of experience in financial advising. She has worked at Harbour Investments, Inc. since 2016 and currently serves at Avila Wealth Management. She is also a board member of the Shorewood Foundation, a nonprofit focused on community development in Shorewood, Wisconsin. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and corporate entities. The firm offers portfolio management, financial planning, and various investment platforms, employing a range of strategies that include fundamental and technical analysis as well as third-party manager models.