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 five years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. Prior to joining Annex in 2023, he worked at Thrivent Financial and its affiliated firms from 2021 to 2023. 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, and government agencies. The firm utilizes a team-based investment process that combines core and tactical strategies across a range of asset classes and offers multiple service models to accommodate various client needs.

Allan Haupert is a financial advisor at Kovack Advisors, Inc. with 29 years of industry experience. He holds the CFP® designation and has worked at firms including Morgan Stanley and LPL Financial. Outside of his advisory role, he serves as a trustee managing an irrevocable trust and is a certified public accountant. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers to construct and manage 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, holding a Series 65 designation with one year of industry experience. His prior roles include positions at WFA Asset Management Corp, Alliance Bernstein, Robert W. Baird, and Northwestern Mutual. He also spent three years at the University of Minnesota. Annex Wealth Management serves a diverse client base including individuals, high-net-worth households, pension plans, and government agencies. The firm employs a team-based investment approach combining core and tactical strategies using a variety of asset types and offers multiple service models tailored to different client needs.

James Schaeve Jr. is a financial advisor at Intellicents Investment Solutions Inc. with a Series 65 credential. He has one year of experience with Intellicents and previously worked at Annex Wealth Management, Associated Bank, Paycor, Direct Supply, American Family Insurance, and Marquette University. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions by offering retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach led by a CFA Chief Investment Officer and supports both discretionary and non-discretionary options.

Michael Murtos is a CFP® with 35 years of industry experience, currently serving as an advisor at Annex Wealth Management, LLC since 2016. His prior experience includes roles at H. Beck, Inc., Cetera Wealth Services, LLC, and Coordinated Capital Securities, Inc. 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, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-based investment approach combining a core-and-tactical philosophy with a variety of investment vehicles and provides multiple service models tailored to client needs.

Mark Tate is a financial advisor at M HOLDINGS SECURITIES, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Associated Bank NA, LPL Financial LLC, and Associated Investment Services, Inc. Outside of his advisory work, Tate serves as a board member for CHILIMANIA, a local nonprofit that organizes fundraising events for scholarships and other community programs, and he is president of Youth Life Builders of Southern Wisconsin, a scholarship organization. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and business entities nationwide. The firm offers investment management, retirement plan consulting, financial planning, insurance advisory, and sub-advisory arrangements through a network of independent financial professionals.

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.

Peter Tourville is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at MSI Financial Services, Inc. and LPL Financial, LLC prior to joining Great Valley Advisor Group in 2016. He operates under the DBA Next Level Planning & Wealth Management, primarily focusing on investment-related activities. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm uses a combination of in-house strategies and third-party managers, conducting due diligence and offering discretionary and non-discretionary management alongside financial planning and retirement consulting.

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 two years of industry experience. Prior to joining Principal Securities, he worked at Equitable Advisors and has a background as a freelance musician, performing at various venues for over a decade. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Moylan is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and six years of industry experience. His background includes roles at Regency Wealth Partners and previous work in the education sector with the Pewaukee and Eau Claire School Districts. Moylan also spent over a decade with Wauesha Parks, Recreation & Forestry. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation and multi-manager portfolios, utilizing both passive and active investment strategies tailored to client risk profiles.

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 previously worked at Baker Tilly and Gilson Inc. Outside of her advisory role, Kaitlyn is a member of a rental property group involved in short-term rentals through Airbnb. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment approach combines passive and active strategies overseen by an internal Investment Committee and offers a range of implementation tools including held-away account management and sub-advisory access.

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.