Zachary Sippl is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current roles, he worked at Great Lakes Coca-Cola and is a part-owner and active participant in Sports Hub Bar & Grill. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and supports a range of client-directed investment programs.

Robert Bukowski is a financial advisor at Robertson Stephens with 20 years of industry experience. He holds a Series 63 designation and previously spent 30 years at Alpha Investment Consulting Group. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and planning services, managing $8.76 billion in assets as of December 2025.

Travis Minegar is a financial advisor with Mutual of Omaha Investor Services, Inc. in Waukesha, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. Since 2013, he has been with Mutual of Omaha Investor Services and Mutual of Omaha. Outside of his advisory role, he is a partial owner of 32Thirty Financial LLC and 32Thirty Health Solutions LLC, which focus on financial marketing and health insurance products, respectively. Mutual of Omaha Investor Services provides advisory services to individual clients, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses platform relationships with Envestnet and Pershing to deliver managed solutions and works alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Kyle Thomas is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and 65 licenses and bringing 18 years of industry experience. He has worked at firms including LPL Financial and Mass Mutual Investors Services. Thomas provides investment advisory services through Great Valley Advisor Group, an independent registered investment advisor. Great Valley Advisor Group is a multi-team SEC-registered firm serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a range of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

John Vanbeusekom is a financial advisor at Mutual of Omaha Investor Services, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mutual of Omaha Investor Services and its predecessor Mutual/United of Omaha since 1985. Outside of his advisory role, he serves as vice president of the Gridiron Club of Germantown, a nonprofit organization that raises funds for community football programs. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs. The firm operates managed solutions primarily through Envestnet and works alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Aaron Bain is a Series 65-licensed advisor at Annex Wealth Management, LLC with one year of industry experience. His background includes roles in education and service industries prior to joining Annex. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individual and high-net-worth households, pension plans, and government agencies. The firm utilizes a team-driven investment approach with a core-and-tactical philosophy and provides multiple service models to accommodate varying client needs.

Tyler Jensen is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 credential. He has been with Johnson Wealth Inc. and Johnson Bank since 2024 and previously worked at Johnson Financial Group and Savaglia Financial Advisors. He also has experience working in academic settings at the University of Wisconsin-Madison and University of Wisconsin-Whitewater. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other investment advisers, including its affiliate Johnson Bank. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers services such as portfolio management, investment policy development, trustee and board education, and specialized retirement planning.

James Janikowski is a Series 63-licensed financial advisor with 18 years of industry experience. He has worked at Dana Investment Advisors, Inc. since 2022 and previously spent 15 years at Legacy Capital Partners, Inc. He is also a member of LCP Holdco, LLC, a holding company related to the sale of Legacy Capital Partners' assets. 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, emphasizing relative-value equity selection and fixed-income strategies focused on income and credit quality, while integrating ESG screening and accommodating client-directed social or faith-based exclusions.

Brian Gaertner is a financial advisor with RiverFront Investment Group, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Robert Baird & Co. and ALPS Distributors, Inc., and he currently serves as President of the Whitefish Bay Gridiron Club Inc., a nonprofit focused on fundraising for local football teams. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a valuation framework combined with tactical asset allocation and security selection across global markets, delivering portfolios through multiple platforms including SMAs, UMAs, and model delivery systems.

Andrew Rehorst is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI. He holds the Series 66 designation and has 10 years of industry experience, including 11 years at UBS Financial Services. He joined Annex Wealth Management in 2026. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients across individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm provides wealth management, financial planning, discretionary portfolio management, and retirement consulting through a team-oriented investment process that integrates ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Rece Mulder is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding a Series 65 credential and beginning his advisory career in 2026. His prior work experience includes roles at Good Feet Store, BMOC, Saputo, and Trader Joe's, as well as university studies at the University of Wisconsin - Madison. 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 that combines core and tactical strategies across various asset classes and offers multiple service models tailored to clients' account sizes and complexity.

Michael Distefano is a financial advisor at Creativeone Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes positions at Change Path LLC, Riverwater Partners LLC, and a brief period of unemployment in 2017-2018. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Jacob Sorensen is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and with one year of industry experience. Prior to joining the firm, he worked in various roles including at Darrell's Point S and Master Muffler. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants, utilizing a technical and quantitative investment approach focused on ETFs and mutual funds. The firm leverages proprietary research and operational infrastructure to manage both discretionary and held-away retirement assets.

Susanne Lopez is a CFP® professional with 11 years of experience in the financial services industry. She has worked at Annex Wealth Management since 2019 and previously held roles at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services, LLC. Outside of her advisory work, she serves as a lead development coach at Shorewood Swim Club and manages administrative duties for a boat rental business, Wake the Lake, LLC. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8 billion for nearly 10,000 clients across individuals, pension plans, charities, trusts, and corporate entities. The firm employs a team-oriented investment process that combines core and tactical strategies using ETFs, mutual funds, individual securities, options, and alternatives, with discretionary management and ongoing portfolio oversight.

Claire Wordell is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation with two years of industry experience. She has worked at Johnson Wealth Inc. since 2022 and previously held roles at Johnson Bank and U.S. Bank. Claire’s work includes a dual role as a Wealth Portfolio Analyst at Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other investment advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing a proprietary multivariate scoring methodology and qualitative framework, and offers a range of strategies including model portfolios, mutual funds, ETFs, individual securities, and curated private investments.

Jeffrey Robbins is a CFP® with 20 years of industry experience, currently serving as an advisor at Crescent Grove Advisors. His prior roles include positions at Beacon Pointe Advisors, Next Generation Wealth Management, and Martin Capital Management. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm combines long-term strategic allocations with shorter-term tactical adjustments, utilizing independent managers and alternative strategies across discretionary and non-discretionary mandates.

Marcella Nemke is a financial advisor with Global View Capital Management LLC who holds Series 63 and Series 65 credentials and has 22 years of industry experience. She has worked with Global View Capital entities since 2010 and previously operated Marcie's Financial & Tax Services for 30 years. Outside of advising, she serves on the finance council at St. Florian Catholic Church. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment process using proprietary research and manages models primarily through ETFs and mutual funds with structured downside risk controls.

Asbjorn Sanders is a CFP® professional with 25 years of experience in the financial industry. He currently works at Annex Wealth Management, LLC and has prior experience with J.P. Morgan Securities, JPMorgan Chase Bank, TIAA-CREF, and USAA Financial Planning Services. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management for 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 combining core and tactical strategies and offers multiple service models tailored to client needs.

Brian Bartholomew is a financial advisor with Annex Wealth Management, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at RSM US Wealth Management LLC for three years before joining Annex in 2020. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and government agencies. The firm employs a team-driven investment approach using a core-and-tactical philosophy and offers multiple service models tailored to a range of client needs.

Clark Gaulke is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2017 and at Equable Securities Corporation since 1998. Outside of his advisory role, he is an independent insurance agent with Equity Enterprises. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing a mix of fundamental and technical analysis to create customized strategies using various investment instruments and model-based solutions.