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 credentials and over 28 years of industry experience. His career includes multiple tenures at RiverFront Investment Group as well as a 15-year period at Alps Distributors, Inc. Gaertner serves as president of the Whitefish Bay Gridiron Club, a nonprofit focused on fundraising for local football teams. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, trusts, pension and institutional clients, and acts as a sub-adviser to registered investment companies. The firm employs a multi-advisor platform to deliver customized strategies that combine strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

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.

Craig Rusch is a financial advisor at Apollon Wealth Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Independent Financial Group and SAGEPOINT FINANCIAL. Outside of his advisory role, he serves as president of the Fort Atkinson Wisconservation Club, a non-profit conservation organization. Apollon Wealth Management is a multi-team SEC-registered firm serving individuals, families, businesses, trusts, charitable organizations, and institutional clients. The firm offers comprehensive financial planning and portfolio management, combining centrally managed strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models 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.

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, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. She has been with Global View Capital Management since 2014 and has extensive experience in insurance services and financial marketing. Nemke serves as a finance council member for St. Florian Catholic Church, where she reviews financial activities and assists in preparing financial reports. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, technical investment approach supported by its proprietary research platform and offers various managed account options, including personalized models and low-cost ETF portfolios.

Asbjorn Sanders is a CFP® professional with 24 years of industry experience, currently serving at Annex Wealth Management, LLC since 2022. His prior roles include positions at J.P. Morgan Securities and TIAA-CREF. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for around 9,800 clients, including individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, and alternative investments, offering discretionary portfolio management alongside accounting, tax, and insurance services through affiliated entities.

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.

Andrew Houte is a CFP® with 23 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC since 2016 and LPL Financial since 2015. He also operates Next Level Planning & Wealth Management, providing non-variable insurance products and tax preparation services. 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.

Igor Shaykevich is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Tucker Asset Management since 2021 and also operates Independent Solutions LLC, a business involved in the sale of insurance and other non-securities related products. Additionally, he is involved with 1st Tech Staffing, providing engineering contractor services on an as-needed basis. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning. The firm utilizes a top-down, macroeconomic asset-allocation approach across a range of strategies, including alternative investments and integration with third-party managers.

William Matt is a CFP® with 40 years of experience in the financial services industry. He currently works at Belpointe Asset Management LLC and has previously held roles at Freedom Wealth Alliance, SagePoint Financial, Mass Mutual Investors Services, MetLife Securities Inc., and New England Securities. 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, retirement plan consulting, and acts as a sub- or co-advisor, utilizing customized portfolios with a range of investment strategies tailored to client objectives and risk tolerance.

Jake Janicek is a financial advisor at Annex Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at WFA Asset Management Corp. and UWM - Milwaukee. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, charitable organizations, and corporate entities. The firm employs a team-oriented investment approach using a core-and-tactical framework across various asset classes and offers comprehensive wealth management, discretionary portfolio management, and specialized consulting services.

Marvin Peplow is a financial advisor at Forum Financial Management, LP with 13 years of industry experience. He holds Series 66 and Series 65 licenses and has previously managed his own CPA firm, Peplow & Peplow LLC, since 2022. In addition to his advisory work, he oversees an accounting and tax practice. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios grounded in Modern Portfolio Theory, primarily employing institutional mutual funds and ETFs, and offers a range of portfolio management and financial planning services.