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 in Brookfield, WI, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Freedom Wealth Alliance, LPL Financial, FSC Securities Corp, MML Investors Services, and Metlife Securities. He is involved in fiduciary activities through personal family trusts and holds a minority interest in Windy City Financial Partners. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment process combining fundamental, technical, and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management options.

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 at Harbour Investments since 2023. Leist also operates The Leist Group, LLC, which provides independent insurance services and tax preparation. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and other institutional entities. The firm offers portfolio management, financial planning, and multiple investment implementation options tailored to individual adviser strategies.

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.

Jacqueline Ruppel is a financial advisor at Johnson Wealth Inc. with a Series 65 designation and one year of experience at the firm. She has been associated with Johnson Bank since 2012. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing over $10 billion in assets for a wide range of clients including high-net-worth individuals, families, trusts, and institutions. The firm’s investment approach emphasizes long-term asset allocation and manager selection through qualitative and quantitative analysis, and it offers services such as portfolio management, financial planning, and access to private investments.

Stephan Weidman is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with various entities within the Global View Capital group since 2010 and has prior involvement with the Boy Scouts of America. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, employing a model-driven investment approach based on technical and quantitative methods. The firm offers a range of managed account options and operates an in-house research platform that supports its investment strategies.

Bronwyn Theisen is a financial advisor at Annex Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including JPMorgan Chase Bank, PNC Bank, LPL Financial, and BMO Harris Financial Advisors. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for roughly 9,800 clients across individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process utilizing a core-and-tactical framework with diverse asset classes and offers services ranging from comprehensive wealth management to retirement consulting and goals-based online tools.

Steven Herbst is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab Bank, Charles Schwab & Co., TIAA-CREF, and Strategic Advisers, Inc. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group that manages over $10 billion in assets for high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm emphasizes a long-term, purpose-driven investment approach using asset allocation, model portfolios, and manager selection supported by qualitative and quantitative analysis, and offers services including portfolio management, financial planning, retirement consulting, and access to private investments.

Philip Nybroten is a financial advisor with NorthRock Partners, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Vantage Financial Partners, The Leaders Group Inc, and Principal Securities Inc. He is also involved as an insurance agent through VF Insurance LLC. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other entities. The firm employs a tailored, holistic investment approach with broad asset allocation and diversification, offering services such as financial planning, portfolio management, tax preparation, and bill pay.

Jonathan Henshue is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Johnson Wealth Inc. in Milwaukee, WI. He has been with Johnson Wealth since 2015. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, foundations, endowments, and various organizations. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies, and offers specialized programs such as discretionary 401(k) management for airline pilots and curated private investment options.

Nicholas Brunsch is an advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 credential and with one year of industry experience. Prior to joining Johnson Wealth, he has held positions at Johnson Bank, U.S. Bank, and several other organizations. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other investment advisers. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analysis.

Walter Fahey is a financial advisor with Harbour Investments, Inc. in Elm Grove, WI, holding a Series 66 designation and one year of industry experience. He has worked with The Leist Group and is also involved with Tally's Tap, a bar in Waukesha, WI. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management, financial planning, and investment services tailored to different approaches and client needs.

Jacob Johnson is a financial advisor with Annex Wealth Management, LLC, holding a Series 65 designation. He has been with Annex Wealth Management since 2024, with prior experience at firms including Baird and Avalerian Capital. Outside of advisory work, he is involved with JTJ Consulting, providing supplemental research for alternative investments. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients across various sectors, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, and alternatives within a core-and-tactical framework, offering comprehensive wealth management and financial planning services.

Andrew Eichel is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Cetera, North Shore Bank, Russell Investments, The Vanguard Group, UMB Fund Services, AXA Advisors, and Princeton Club. 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-driven investment approach with a core-and-tactical philosophy, offering multiple service models and additional services such as pension consulting, tax preparation through an affiliated CPA firm, and insurance services with charitable commission contributions.

Dugan Hettich is a financial advisor with Harbour Investments, Inc. and Nichols Creek Wealth Partners, holding Series 63 and Series 65 designations and has 16 years of industry experience. His prior roles include positions at Pruco Securities, LLC and The Prudential Insurance Company of America. He also works as an independent insurance agent, including involvement with equity indexed annuities. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and access to various investment platforms and third-party managers.

Thomas Bodin is a financial advisor at Harbour Investments, Inc. in Waukesha, WI, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has operated Bodin Financial Services since 2009 and serves as vice president and board member of Bodin, Inc., a family-owned corporation that sells grain cutting boards. Additionally, he owns Clipper Brewing LLC, a microbrewery involved in the manufacturing and distribution of fermented malt beverages. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies and offers a range of portfolio management and model-based solutions.

Kent Halleen is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Carroll University, H.O. Bostrom, ADC, and the U.S. Marine Corps. Outside of his advisory work, he is a partner in a family real estate business. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for roughly 9,800 clients, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, and alternative investments, and offers comprehensive wealth management and financial planning services.