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.

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.

Brian Bies is a financial advisor at Silvercrest Asset Management Group LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Silvercrest since 2019, following a 15-year tenure at Cortina Asset Management, LLC. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client portfolios.

Matthew Kavanagh is a financial advisor with Great Valley Advisor Group, LLC based in Brookfield, WI. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His prior roles include positions at LPL Financial and GWFS Equities. 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.

Scott Hanson is a financial advisor with Regal Investment Advisors LLC in Brookfield, WI, holding the ChFC® designation and Series 63 and 66 licenses. He has 19 years of industry experience and has worked at Regulus Financial Group, LLC since 2014, and Fischer Wealth Management from 2011 to 2022. In addition to his advisory work, Hanson is an insurance agent providing insurance services. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management services to independent advisers and a variety of client types, including individual, charitable, and corporate clients. The firm employs proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies through its Financial Advisers.

Thomas Wickman is a financial advisor with Dana Investment Advisors Inc in Milwaukee, WI, holding 27 years of industry experience. He worked at Legacy Capital Partners, Inc. from 1979 to 2022 before joining Dana Investment Advisors in 2022. He is a member of LCP Holdco, LLC, a holding company related to the sale of Legacy Capital Partners' assets. 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 offers discretionary and non-discretionary equity and fixed-income portfolio management, emphasizing relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity.

David Mathers is a financial advisor with ValMark Advisers, Inc., holding Series 65 and Series 63 credentials and seven years of industry experience. His prior work includes roles at Johnson Controls International, Periscope Equity, and Robert W. Baird. Outside of advising, he serves as Senior Manager at Sonny's Enterprises LLC, a manufacturing and distribution company. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, offering services through proprietary platforms, sub-advisory relationships, and consulting engagements.

Thomas Berkholtz is a CFP® with six years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. He previously worked at Kalos Capital, Legacy Advisor Network, and BMO Harris Bank. Berkholtz is also involved with Annex Insurance Services and Annex Tax Services, which occasionally recommend insurance products and prepare tax returns without receiving additional compensation. Annex Wealth Management is an SEC-registered firm managing approximately $8 billion for nearly 10,000 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment approach with a core-and-tactical framework, offering comprehensive wealth management, discretionary portfolio management, and retirement consulting services.

Steven Jaeger is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has been with Dana Investment Advisors, Inc. since 2021, following prior roles at The Downey Group and M HOLDINGS SECURITIES, Inc. Outside of his advisory work, he is the owner of Bowlers Headquarters, a business based in Milwaukee, WI. 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 that incorporate ESG screening, managing portfolios through separately managed accounts, wrap programs, and model-based platforms.

Samuel Streator is a financial advisor at Annex Wealth Management, LLC with Series 65 registration and two years of industry experience. Prior to joining Annex Wealth Management in 2024, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, he has been involved with Crossfit Funky since 2018. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to 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 to accommodate different client needs.

Timothy Boyle is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with experience across multiple financial firms dating back to 2016. He has worked at Annex Wealth Management since 2026 and previously held roles at THG Financial, Aaa, Asurea, and Allstate. Annex Wealth Management serves a diverse client base including individuals, high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm uses a team-driven, core-and-tactical investment approach and offers a range of service models, including online platforms and tailored wealth management solutions, alongside affiliated tax and insurance services.

Jacob Galante is a CFP® and Series 65-registered financial advisor with three years of industry experience. He currently works at Annex Wealth Management, LLC, where he has been since 2022. Prior to joining Annex, he held roles at Fisher Investments and Westbury Bank. 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 using a variety of asset classes, and offers multiple service models that cater to a wide range of client needs.

Thomas Wozniak is a financial advisor with Belpointe Asset Management LLC and holds a Series 63 designation. He has 21 years of industry experience, with prior roles at firms including Sagepoint Financial, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory work, he is an agent and part owner of Compass Benefit Specialists, Inc. Belpointe Asset Management 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, utilizing a range of strategies from passive to tactical tailored to client objectives.

Samuel Harmeyer is a CFP® with five years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Distributors, as well as experience with US Bancorp Global Fund Services and Robert W. Baird. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to 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-driven investment approach using a core-and-tactical philosophy across various asset classes and offers multiple service models tailored to client needs.

Michael Miller is a Series 65-credentialed financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with one year of industry experience. Prior to joining Johnson Wealth and Johnson Bank in 2025, he served in the United States Navy for ten years and held positions at the Internal Revenue Service and Milwaukee County District Attorney’s Office. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers a range of investment strategies including curated private investments for qualified clients.

Jerome Veranth is a CFA® charterholder with 30 years of industry experience. He has been with Dana Investment Advisors, Inc. since 1994. 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 investment process that emphasizes relative-value equity selection and fixed-income strategies focused on income and credit quality, while integrating ESG screening and accommodating client-directed exclusions.

Ryan Komas is a CFP® with two years of industry experience currently with Annex Wealth Management, LLC. Prior to joining Annex, he worked at WFA Asset Management Corp and Harbour Investments. His background also includes roles in education and graphic design. Annex Wealth Management serves a diverse client base including 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 multiple asset types and offers a range of service models to accommodate different client needs.

Patrick Herkert is a financial advisor with Founders Financial Securities LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Herkert & Associates Inc. and Woodbury Financial Services, Inc. In addition to his advisory work, he serves as an executor and trustee of multiple estates. Founders Financial Securities serves a broad client base, offering portfolio management, financial planning, and retirement consulting through various advisory programs and a platform that integrates advisory, brokerage, and insurance services.

Eric Strom is a CFP® with eight years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC since 2018. Prior to joining Annex, he held positions at H. Beck, Inc., Securities Service Network, Choice Advisor, Focused Tax Solutions, and Lands End. Outside of his advisory role, Strom is a board member of the Maryland Avenue Montessori Fund and is involved in music royalties. Annex Wealth Management is a multi-team, SEC-registered advisory firm managing over $8 billion for nearly 10,000 clients. The firm offers comprehensive wealth management, retirement consulting, and a goals-based online service, employing a team-oriented investment approach that combines ETFs, mutual funds, equities, fixed income, options, alternatives, and custom indexing.

Kevin Trecek is a CFP® with four years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. 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 uses a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, and alternative investments, offering comprehensive wealth management and financial planning services.