Nicholas Mcfadden is a Series 65-credentialed financial advisor with Johnson Wealth Inc. in Milwaukee, WI, where he has worked since 2026. His prior experience includes roles at Johnson Bank and ventures outside finance, such as managing Beachside Boat and Bait and involvement with The Legend Clubs. Johnson Wealth Inc. is an SEC-registered investment adviser managing over $10 billion in client assets, serving a diverse clientele including high-net-worth individuals, families, trusts, and institutional clients. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Jacob Perry is a financial advisor at Interactive Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Trugreen, T-ROC, and T-Mobile. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified ETF and mutual fund model portfolios, supported by a multi-advisor network and a proprietary CARES process for client reporting.

Luis Castellanos Solano is a financial advisor at Annex Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Annex, he worked at Deloitte Tax LLP and Strohm Ballweg, LLP and has academic experience at the University of Wisconsin–Whitewater. 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 that combines core and tactical strategies using a variety of asset types, and offers multiple service models tailored to clients’ needs.

Earl Gauger is a CFP® professional with 28 years of industry experience, currently serving at Harbour Investments, Inc. He has worked at Harbour Investments and E Retirement Consulting since 2010. Outside of his advisory role, he is president of the Wisconsin Financial Literacy Foundation and serves on the advisory board for the University of Wisconsin Whitewater. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies and offers model-based solutions through a subscription platform.

Christopher Collins is a financial advisor with Sequent Planning, LLC and holds a Series 65 designation. He has 16 years of industry experience, including roles at Collins Financial and Futurity First Insurance Group. In addition to his advisory work, he is licensed as an insurance agent. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services through a network of approximately 97 independent advisers using a structured risk framework and diversified investment strategies.

Debra Selle is a financial advisor at Global View Capital Management LLC with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has been affiliated with Global View Capital entities since 2010, including roles with Purshe Kaplan Sterling Investments since 2015. Selle also serves as Chief Operations Officer at Global View Capital Advisors and is involved in marketing and sales of fixed insurance products. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach using algorithmic research and offers a variety of managed account programs, including SMAs and ETF-only options.

Tracy Reierson is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. She has worked at several firms including Principal Life Insurance Company and True North Advisors of WI. Reierson also serves as president of a separate business entity, Reierson Financial, LLC, which manages business sales for tax purposes. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach based on technical signals and offers multiple program options, including a personalized managed account platform and ETF-only strategies.

Daniel Wanzenberg is a financial advisor at Dana Investment Advisors Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moody Aldrich Partners, LLC, APS Labs, LLC, and Belridge Capital, LLC prior to joining Dana Investment Advisors in 2026. Dana Investment Advisors manages approximately $6.1 billion for a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management through various account structures. The firm combines relative-value and concentrated equity strategies with fixed-income approaches and integrates ESG and faith-based screening upon client request.

Mark Mirsberger is a financial advisor at Dana Investment Advisors Inc with 33 years of industry experience. He has been with Dana Investment Advisors since 1991. He holds the Series 63 designation. Dana Investment Advisors is an independent investment management firm serving individual and institutional clients, including pension and profit-sharing plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm manages equity and fixed-income portfolios through various platforms and incorporates ESG screening and client-directed social or faith-based exclusions in its investment process.

David Schoenfeldt is a financial advisor with First Heartland Consultants, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with First Heartland Capital Inc. since 2002. Outside of his advisory role, he is involved in the sales and distribution of fixed insurance products and operates DS Financial LLC, a business entity for tax purposes. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Daniel Benedum is a financial advisor with Gladstone Wealth Partners and holds the Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Morgan Stanley and LPL Financial. Benedum also provides investment advisory services through Silverleaf Advisor Group, an independent advisory firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an emphasis on retirement-plan services and institutional manager relationships.

Nathan Olsen is a financial advisor with Harbour Investments, Inc. and holds a Series 66 designation. He has five years of industry experience with prior roles at Clearstep Financial, Edward Jones, Northwestern Mutual, and other firms. In addition to his advisory work, Olsen is also an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by individual advisers and approved third-party managers.

Julie Douglas Maddox is a financial advisor with Great Valley Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. She has 42 years of industry experience, including a long tenure at The Prudential Insurance Company of America and Pruco Securities prior to joining Great Valley Advisor Group and LPL Financial in 2019. Maddox is involved in a related business activity operating under the name Next Level Planning & Wealth Management. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting using both in-house strategies and third-party managers across various platforms.

Steven Schalig is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. He has worked at Harbour Investments since 2003 and is currently associated with Nichols Creek Wealth Partners. His credentials include Series 63 and Series 66 registrations. Outside of advising, he is an independent insurance agent and is involved in payroll processing through Nichols Creek Advisory Services, Corporation. Harbour Investments provides investment advisory and financial planning services to individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to construct customized investment strategies and offers a range of portfolio management services, including model-based solutions delivered via a subscription platform.

Thomas Tuttle Jr. is a financial advisor at Provident Trust Company in Waukesha, WI, with 14 years of industry experience. He holds a Series 65 designation and has been with Provident Trust Company since 2010. Provident Trust Company provides investment advisory, fiduciary, and custody services to a diverse client base including individuals, trusts, estates, corporations, and investment companies. The firm employs a multi-cap, “Growth at Reasonable Prices” equity strategy, managing focused portfolios alongside balanced and fixed-income exposures, and offers discretionary portfolio management.

Patrick Sheehy is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with three years of industry experience. He holds Series 65 and Series 66 licenses. His prior work includes roles at Northwestern Mutual and PJMS Holdings LLC. 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, and government agencies. The firm employs a team-based investment approach combining core and tactical strategies and offers multiple service models tailored to client account size and complexity.

Matthew Slowinski is a financial advisor with Dana Investment Advisors Inc in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Dana Investment Advisors since 2014. Dana Investment Advisors manages approximately $6.1 billion for a diverse client base, including high-net-worth individuals, institutional clients, and public sector entities. The firm employs a combination of relative-value and concentrated equity strategies along with fixed-income approaches, integrating ESG and faith-based screening upon client request, and serves clients through multiple distribution channels.

Benjamin Johnson is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked in various roles at Northwestern Mutual and in recruiting firms. Prior to his advisory career, he spent six years at TotalMed. 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, and government agencies. The firm employs a team-driven investment approach with a core-and-tactical philosophy and offers multiple service models tailored to different client needs.

David Weinstein is a Series 65 licensed advisor at Dana Investment Advisors Inc with two years of industry experience. He has been with Dana since 2013 in various capacities. Dana Investment Advisors manages approximately $6.1 billion for a diverse client base that includes individual and institutional investors such as high-net-worth individuals, retirement plans, and public sector entities. The firm employs a combination of equity and fixed-income strategies and offers services through multiple channels, including separate accounts, model-based programs, and wealth management.

Brian Schaefer is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation with 16 years of industry experience. He has worked at Johnson Wealth since 2017 and previously spent seven years at Alberts Investment Management Inc. Johnson Wealth is an SEC-registered investment adviser and a subsidiary of Johnson Financial Group, managing over $10 billion in client assets for a diverse range of clients including high-net-worth individuals, families, and institutional investors. The firm’s investment approach is long-term and purpose-driven, utilizing asset allocation, model portfolios, and a combination of qualitative and quantitative manager selection methods.