Steven Schumacher is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Mutual/United of Omaha since 2003. Outside of his advisory role, he works as an insurance agent specializing in life, health, annuity, long-term care, disability, and critical illness insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, managed account programs, and retirement plan consulting through a network of Investment Advisor Representatives using a platform that includes model portfolios and third-party managers.

Michael Miller is a Series 65-credentialed financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with one year of industry experience. Prior to joining Johnson Wealth and Johnson Bank in 2025, he served in the United States Navy for ten years and held positions at the Internal Revenue Service and Milwaukee County District Attorney’s Office. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers a range of investment strategies including curated private investments for qualified clients.

Jerome Veranth is a CFA® charterholder with 30 years of industry experience. He has been with Dana Investment Advisors, Inc. since 1994. 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 offers discretionary and non-discretionary equity and fixed-income portfolio management, with an investment process that emphasizes relative-value equity selection and fixed-income strategies focused on income and credit quality, while integrating ESG screening and accommodating client-directed exclusions.

Ryan Komas is a CFP® with two years of industry experience currently with Annex Wealth Management, LLC. Prior to joining Annex, he worked at WFA Asset Management Corp and Harbour Investments. His background also includes roles in education and graphic design. 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-based investment approach combining core and tactical strategies across multiple asset types and offers a range of service models to accommodate different client needs.

Patrick Herkert is a financial advisor with Founders Financial Securities LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Herkert & Associates Inc. and Woodbury Financial Services, Inc. In addition to his advisory work, he serves as an executor and trustee of multiple estates. Founders Financial Securities serves a broad client base, offering portfolio management, financial planning, and retirement consulting through various advisory programs and a platform that integrates advisory, brokerage, and insurance services.

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 four years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. 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 uses a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, and alternative investments, offering comprehensive wealth management and financial planning services.

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.

Daniel Fax is a financial advisor at Associated Investment Services, Inc. with 26 years of industry experience. He has been with the firm since 2014. Fax holds Series 63 and Series 66 licenses. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services on a predominantly non-discretionary basis.

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.