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.

Joel Paetznick is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Global View Capital Management and its related entities since 2010 and also works as a call center customer service representative at Convergys Corporation. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, using algorithmic research and quantitative methods to manage strategies aligned with client risk profiles and objectives. The firm offers various managed account programs, including a low-cost ETF-only option, and owns a proprietary research arm that generates daily investment rankings and alerts.

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.

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. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to his current role, he worked at Associated Investment Services, Inc. and LPL Financial. Outside of his advisory work, he serves as president of Youth Life Builders of Southern Wisconsin and is a board member for CHILIMANIA, where he is involved in organizing fundraising events for local scholarships and non-profits. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a national network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, using both proprietary and third-party platforms.

Germaine Meverden is a financial advisor at Global View Capital Management LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Global View Capital Management since 2014. In addition to her advisory role, she is involved in offering fixed insurance products and serves as an executive director at Experior Financial Group, expanding fixed insurance options for her clients. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses a quantitative and technical investment approach supported by an algorithmic research platform and offers multiple program options including SMA, mutual funds, ETFs, and held-away account management.

Timothy Schwister is a financial advisor at Global View Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including New York Life Securities and American National Insurance Company. Outside of advisory work, Schwister is involved with The Wisconsin Alliance for Civic Trust as a regional director volunteer and leads The Schwister Group, an investment signal provider. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, model-based investment approach using technical indicators and owns its research platform that produces daily rankings and buy/sell alerts for their strategies.

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.

Nathan Kublank is a CFP® professional with 21 years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2016, and previously was with CliftonLarsonAllen Wealth Advisors, LLC from 2012 to 2016. He volunteers as a board member of the finance and distribution review committees of WISPact (Wisconsin Pooled and Community Trusts). 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 comprehensive wealth planning and family office services. The firm offers customized investment programs using a variety of implementation options and notable family office capabilities including accounting, banking support, and targeted consulting services.

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.

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.

Michael Feldmann is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2011 before joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its planning approach.

Peter Mc Elmeel is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining the advisory services, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., and earlier spent five years at Hy-Vee. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm combines fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

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 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.