Nathan Olsen is a financial advisor with Harbour Investments, Inc. and holds a Series 66 designation. He has five years of industry experience with prior roles at Clearstep Financial, Edward Jones, Northwestern Mutual, and other firms. In addition to his advisory work, Olsen is also an independent insurance agent. 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 advisers and approved third-party managers.

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.

Thomas Tuttle Jr. is a financial advisor at Provident Trust Company in Waukesha, WI, with 14 years of industry experience. He holds a Series 65 designation and has been with Provident Trust Company since 2010. 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, managing focused portfolios alongside balanced and fixed-income exposures, and offers discretionary portfolio management.

Patrick Sheehy is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI. He holds Series 65 and Series 66 licenses and has three years of industry experience. His prior work includes roles at PJMS Holdings LLC, CS Whitewater Rental LLC, Northwestern Mutual, and Fisher Investments. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individuals, high-net-worth households, pension plans, charitable organizations, and government agencies. The firm utilizes a team-driven investment approach combining core and tactical strategies across various asset classes and provides multiple service models tailored to client needs.

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 at Dana Investment Advisors Inc with two years of industry experience. He has been with Dana since 2013 in various capacities. Dana Investment Advisors manages approximately $6.1 billion for a diverse client base that includes individual and institutional investors such as high-net-worth individuals, retirement plans, and public sector entities. The firm employs a combination of equity and fixed-income strategies and offers services through multiple channels, including separate accounts, model-based programs, and wealth management.

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.

Daniel Deremer is a financial advisor with Harbour Investments, Inc. in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Harbour Investments since 1998 and concurrently operates his own independent insurance agency, which includes work with equity indexed annuities and tax preparation. Harbour Investments serves a broad client base including individual investors, charitable and corporate clients, and retirement plans, offering customized investment strategies that utilize mutual funds, ETFs, fixed income, annuities, and separately managed accounts. The firm combines fundamental and technical analysis and provides both discretionary and non-discretionary portfolio management along with model-based solutions through a subscription platform.

Anthony Mlachnik is a financial advisor at Annex Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NorthRock Partners and Ameriprise Financial Services, Inc. Outside of advisory work, he is co-managing director of KASE Consulting, a Milwaukee-based consulting firm. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process that blends multiple asset classes and offers services such as comprehensive wealth management, discretionary portfolio management, and retirement consulting.

Shawn Thomas is a financial advisor with intrua Financial, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His career includes roles at LPL Financial, Freedom Wealth Alliance, FSC Securities Corp, Mass Mutual Investors Services, and Metlife Securities. Outside of advisory work, he is involved with several fiduciary trusts and non-variable insurance activities. Intrua Financial is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines fundamental analysis, modern portfolio theory, and technical analysis to create tailored investment strategies implemented through various management approaches.

Michael Leist is a financial advisor at Harbour Investments, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in advisory roles at Harbour Investments since 2023, at Next Financial Group Inc from 2013 to 2023, and operates The Leist Group, LLC, which includes independent insurance and tax preparation services. Harbour Investments serves a wide range of clients, including individuals, trusts, pension and 401(k) plans, and corporate entities, offering both discretionary and non-discretionary portfolio management alongside various investment and execution options.

Daniel Sievers is a CFA® charterholder with 12 years of industry experience. He has worked at Fiduciary Management, Inc. for 15 years, followed by Sawbill Capital, LLC, before joining Dana Investment Advisors, Inc. in 2025. 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 employs a relative-value equity selection process and fixed-income strategies focused on income and credit quality, integrating ESG screening and accommodating client-directed social or faith-based exclusions.

Loren Brandrup is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. Outside of his advisory role, he is involved in a sports memorabilia business. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers through various platforms.

Brooke Wilken is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. Prior to joining Annex Wealth Management, Brooke worked at Accenture and Thrivent, and held roles at the University of Wisconsin Eau Claire and Schneider National. Annex Wealth Management is a multi-team advisory firm managing approximately $8.05 billion for around 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-driven investment approach combining ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments, and offers comprehensive wealth management, discretionary portfolio management, and retirement consulting services.