Allan Haupert is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. since 2019. His prior experience includes a decade at LPL Financial. Outside of his advisory work, he is a certified public accountant and acts as a trustee managing an irrevocable trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and governmental entities, utilizing a combination of internally developed models and third-party managers to implement and manage client portfolios.

Xiaonan Wu is a financial advisor at Annex Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining Annex, Wu worked in education within the University of Wisconsin Madison, Bellevue School District, and the Singapore School System. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse range of clients, including high-net-worth households, pension plans, and government agencies. The firm employs a team-based investment approach that integrates a core-and-tactical philosophy across multiple service models and offers affiliated tax and insurance services through its related entities.

Elena Erkenswick is a financial advisor at Annex Wealth Management, LLC with a Series 65 designation and no prior industry experience. Her background includes roles at Joseph G Erkenswick CPA, the College of Lake County, and various positions in retail and education. 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 investment approach combining core and tactical strategies across multiple asset types and offers a range of service models tailored to clients’ needs.

Garrett Brigman is a Series 65-licensed financial advisor with nine years of industry experience. He currently works at Dana Investment Advisors Inc and previously worked at Legacy Capital Partners, Inc. and Hydrite Chemical Corporation. Outside of his advisory role, he is involved as a partner in Bridal Clamps LLC, a company producing accessories for the bridal industry. Dana Investment Advisors manages approximately $6.1 billion for a diverse range of individual and institutional clients. The firm employs a combination of relative-value and concentrated equity strategies alongside fixed-income approaches and integrates ESG and faith-based screening when requested.

Russell Enea is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including WFA Asset Management Corp, Alliance Bernstein, and Robert W. Baird. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies across various asset types and offers multiple service models tailored to client needs.

James Schaeve Jr. is a Series 65-licensed advisor at Intellicents Investment Solutions Inc with one year of experience in the financial industry. His prior work includes positions at Annex Wealth Management, Associated Bank, Paycor, Direct Supply, and American Family Insurance. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with periodic rebalancing and offers a range of services including retirement plan consulting, wealth management, and a wrap fee program.

Michael Murtos is a CFP® professional with 34 years of industry experience. He has been with Annex Wealth Management, LLC since 2016 and previously worked at H. Beck, Inc. and Cetera Advisor Networks. 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 uses a team-oriented investment approach centered on a core-and-tactical framework, offering comprehensive wealth management, discretionary portfolio management, and retirement consulting services.

Mark Tate is a financial advisor with M Holdings Securities, Inc. based in Waukesha, WI, holding Series 63 and Series 65 licenses and with 31 years of industry experience. His prior work history includes roles at LPL Financial and Associated Bank NA since 2017, and Associated Investment Services, Inc. from 2011 to 2017. Outside of his advisory work, he serves as president of Youth Life Builders of Southern Wisconsin, a scholarship organization, and is a board member for CHILIMANIA, which raises funds for local scholarships and nonprofits. M Holdings Securities, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers advisory and brokerage services such as investment management, retirement plan consulting, financial planning, and insurance advisory, combining platform and custodial support with both proprietary and third-party sub-advisory arrangements.

Sharon Christian is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation. She has one year of industry experience, previously working at Allspring Global Investments and Foley & Lardner. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in assets for high-net-worth individuals, families, trusts, foundations, and various institutional clients. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection through qualitative and quantitative analysis.

Daniel Fleming is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Great Valley Advisor Group and LPL Financial since 2017, and previously spent 16 years with The Prudential Insurance Company of America and Pruco Securities, LLC. 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 with regular due diligence and ongoing portfolio oversight.

John Selas is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 39 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 non-variable insurance as an agent. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction with a combination of in-house strategies and third-party managers.

Sameer Chowdhury is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and no prior industry experience. His work history includes roles at E2 Retirement Consulting LLC and positions at UW Whitewater. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, utilizing both discretionary and non-discretionary approaches with investment strategies tailored by individual advisers and third-party managers.

Gregory Vidmar is a CFP® with 10 years of industry experience, currently associated with Annex Wealth Management, LLC. He has previously worked at Wealth Enhancement Advisory Services, Woodbury Financial Services Inc, and MetLife Securities Inc. Annex Wealth Management serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and government agencies. The firm employs a team-driven investment approach that combines core and tactical strategies using various asset types and offers multiple service models to accommodate different client needs.

Peter Tourville is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Great Valley Advisor Group since 2016 and has worked at LPL Financial, LLC since 2015. Tourville is involved with Next Level Planning & Wealth Management, a business related to his LPL activities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary management, financial planning, and retirement consulting, utilizing a mix of in-house strategies and third-party managers across various platforms.

Jon Landvatter is a financial advisor with TIAA-CREF based in Brookfield, WI, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Dylan Ovanin is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. Prior to joining Principal Securities, Inc. and Principal Life Insurance Company in 2026, he worked at Equitable Advisors, LLC for two years. Outside of his advisory role, he is active as a freelance musician. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and other entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Matthew Moylan is a financial advisor at Independent Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked in the education sector with the Pewaukee and Eau Claire School Districts, as well as in parks and recreation management. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory programs and third-party managers.

Erich Stabelfeldt is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp Advisors, U.S. Bancorp Investments, and BMO Harris Financial Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary private bank models, offering various wrap-fee programs on the Envestnet MAS platform.

Kaitlyn Simon is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Baker Tilly and other firms. Outside of advising, she is a member of DCS Island, LLC, a rental property group that manages Airbnb listings. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach that integrates passive and active managers with quantitative, momentum, and fundamental analysis.

Lindsey Bessy is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Northwestern Mutual and MassMutual, and currently serves as a part-time yoga instructor. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, offering financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.