Charles Claussen is a CFP® and ChFC® affiliated with Annex Wealth Management, LLC, with 10 years of industry experience. His prior roles include positions at Transcend Advisor Group, CliftonLarsonAllen Wealth Advisors, The Prudential Insurance Company of America, and Hightower Securities. Outside of his advisory work, he serves as treasurer for The Lupus Foundation, where he reviews financial transactions and attends board meetings. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8 billion for nearly 10,000 clients, serving individuals, plans, nonprofits, trusts, and corporations. The firm employs a team-oriented investment process featuring a core-and-tactical approach across multiple asset classes and offers comprehensive wealth management, retirement consulting, and a goals-based online platform.

Joseph Guerin is a CFA® charterholder with eight years of industry experience. He is currently a Vice President and Director of Research at Johnson Bank and has worked at Johnson Wealth Inc. since 2016. He holds dual roles at Johnson Bank and Johnson Wealth Inc. in Milwaukee, WI. Johnson Wealth Inc. provides advisory and consulting services to high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies including discretionary portfolio management and curated private investments.

Pieter Mulder is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at The Harvey House, The Nitty Gritty, and several other organizations. He has also been involved with USA Hockey and educational institutions such as Alexandria School District 206 and the University of St. Thomas. 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 across various asset classes and offers multiple service models to accommodate different client needs.

Adrian Zilvetti is a financial advisor at Belpointe Asset Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Freedom Wealth Alliance and LPL Financial. He serves as a board member for America Scores Milwaukee, a nonprofit focused on after-school programming for at-risk elementary school children. Belpointe 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, implementing customized portfolios through a combination of internal and third-party strategies.

Maxwell Boehm is a financial advisor at Encompass More Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked with several firms including SCF Investment Advisors, Global View Capital Management, and Du Charme Financial & Business Solutions. Outside of finance, he is involved in marketing and administrative roles at Health Hut Natural Foods, Inc., and volunteers as a ward clerk for The Church of Jesus Christ of Latter-Day Saints. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers and manages roughly $985 million across about 85 advisors for approximately 4,000 clients.

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.

David Hessel is a financial advisor at Encompass More Asset Management LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Global View Capital Management, LLC, and Mutual of Omaha Investor Services. He is also a licensed insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that incorporates quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.

Kirt Cochran is a financial advisor at Mutual of Omaha Investor Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mutual of Omaha Investor Services since 2016, as well as at COUNTRY FINANCIAL from 2014 to 2016. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm operates through a network of Investment Advisor Representatives who recommend model portfolios and third-party managers on an approved platform, offering both discretionary and non-discretionary investment strategies.

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.

Eric Becker is a financial advisor at Encompass More Asset Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, Inc. and Global View Capital Management, LLC. Becker is also a licensed independent insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.

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.

Jesse Grutz is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at AE Wealth Management, LLC, Foundations Investment Advisors, and AlphaStar Capital Management, LLC. He has also operated Grutz Financial and has a longstanding affiliation with The Retirement Co. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that integrates tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Lee Wolcott is a financial advisor at Provident Trust Company in Waukesha, WI, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Provident Trust Company since 2001. 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 and manages focused portfolios typically containing fewer than 25 U.S. securities, complemented by balanced strategies and fixed-income exposure.

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.

Philip Kastenholz is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Pewaukee, WI. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting. The firm uses customized investment programs based on internal Capital Market Expectations and offers access to various investment vehicles, including third-party managers, ETFs, private investments, and public mutual funds.

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.

Jacqueline Crawley is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Harbour, she held positions at Clearstep Financial and worked in fields including cosmetic surgery and physical therapy. Harbour Investments serves a diverse client base, including individual investors, 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 and providing multiple execution platforms.

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.