Katherine Doyle is a financial advisor with Annex Wealth Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She previously worked at Madison Investments for five years and Reinhart Partners, Inc. for 23 years. Annex Wealth Management serves a diverse client base, including individuals, high-net-worth families, pension plans, and government agencies, offering wealth management, financial planning, and discretionary portfolio management. The firm employs a team-based investment approach that integrates core-and-tactical strategies across various asset types, and provides multiple service models tailored to different client needs.

David Stamm is a CFA® charterholder with 15 years of industry experience, currently serving at Dana Investment Advisors Inc since 2007. He is based in Waukesha, WI, and has spent his entire advisory career with Dana. Dana Investment Advisors 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 emphasizes relative-value equity selection and fixed-income strategies, integrating ESG screening and accommodating client-directed social or faith-based exclusions.

Steven Lilly is a CFA® charterholder with 15 years of industry experience. He currently works at Silvercrest Asset Management Group LLC, where he has been since 2019. Prior to that, he spent 12 years at Cortina Asset Management. Silvercrest Asset Management Group provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, offering a range of services including separately managed accounts, OCIO, and risk advisory work.

John Fonaas is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 66 designations and possessing 15 years of industry experience. His prior roles include positions at Russell Investments and Transamerica Life Insurance Company. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm integrates discretionary and non-discretionary investment services with multidisciplinary planning through its parent company, emphasizing both strategic asset allocation and tactical adjustments.

Justin Landreman is a financial advisor at Johnson Wealth Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at U.S. Bank and The Boldt Company. Landreman serves as Vice President and Portfolio Manager at Johnson Bank, an investment-related affiliate of Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing approximately $10.35 billion in client assets. The firm serves high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other advisers, offering long-term, purpose-driven portfolio management alongside financial planning and specialized programs.

Dustin Wolk is a CFP® professional with 4 years of industry experience, currently serving at Crescent Grove Advisors since 2016. He is based in Milwaukee, WI. 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 (OCIO) solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets using a customized investment policy framework that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

Jacob Hauser is a CFP® professional with six years of industry experience, currently serving as an advisor at Annex Wealth Management, LLC since 2017. Prior to joining Annex, he worked at Nassco Inc for two years. Annex Wealth Management is a multi-team SEC-registered advisory firm that manages over $8 billion for nearly 9,800 clients across various segments, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment approach combining ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments, while providing comprehensive wealth management, financial planning, and retirement consulting services.

Nicholas Stephan is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Robert Baird & Co. and MassMutual Wisconsin. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through various advisor-specific styles and third-party manager relationships.

Bradley Mazola is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for PNC Investments and PNC Bank from 2010 to 2024. Since 2024, he has served as a Senior Vice President Wealth Advisor at Johnson Bank, concurrently with his role at Johnson Wealth. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in client assets for a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutions. The firm employs a long-term, asset allocation-focused investment approach supported by both qualitative and quantitative analysis, and leverages its affiliation with Johnson Bank to provide integrated wealth and retirement planning services.

Jared Thompson is a financial advisor at Mutual Advisors, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at ValMark Advisers, Wealth Partners, ValMark Securities, and SPC. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion through 154 advisors. The firm offers a range of advisory services using both active and passive strategies, with an emphasis on diversification and customized portfolio management.

Kent Demien Jr. is a CFA® and ChFC® credentialed advisor at Johnson Wealth Inc. in Milwaukee, WI, with eight years of industry experience. He has been with Johnson Wealth since 2016. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in assets for high-net-worth individuals, families, foundations, and other entities. The firm employs a long-term, purpose-driven investment strategy focused on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

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 with Kovack Advisors, Inc. She holds a Series 66 credential and has six years of industry experience. Her prior work includes roles at Kovack Securities, Inc., LPL Financial, and AJH Wealth Management, where she is also involved in client service and administrative functions. Kovack Advisors, Inc. is a multi-team registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a structured investment process using both internal models and third-party managers, with ongoing account monitoring and rebalancing.

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.