Jacob Galante is a CFP® and Series 65-registered financial advisor with three years of industry experience. He currently works at Annex Wealth Management, LLC, where he has been since 2022. Prior to joining Annex, he held roles at Fisher Investments and Westbury Bank. 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 using a variety of asset classes, and offers multiple service models that cater to a wide range of client needs.

Thomas Wozniak is a financial advisor with Belpointe Asset Management LLC and holds a Series 63 designation. He has 21 years of industry experience, with prior roles at firms including Sagepoint Financial, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory work, he is an agent and part owner of Compass Benefit Specialists, Inc. Belpointe Asset Management 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, utilizing a range of strategies from passive to tactical tailored to client objectives.

Samuel Harmeyer is a CFP® with five years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Distributors, as well as experience with US Bancorp Global Fund Services and Robert W. Baird. Annex Wealth Management provides 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-driven investment approach using a core-and-tactical philosophy across various asset classes and offers multiple service models tailored to client needs.

Steven Schumacher is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Mutual/United of Omaha since 2003. In addition to 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 services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and uses Pershing as custodian, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

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.

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.

Michael Feeney is a financial advisor with Global View Capital Management LLC in Waukesha, WI. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at R & R Group, LLC and Ele Wealth Advisors, Inc. Outside of finance, Feeney is involved as a substitute teacher within the Ogden City Schools district. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment approach focused on momentum, relative strength, and trend-following, supported by proprietary research from its affiliate AdvisorGuide, LLC.

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 licenses and 17 years of industry experience. He has been with Global View-affiliated firms since 2010 and also works as a customer service representative for Convergys Corporation. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment process focused on ETFs and mutual funds, supported by proprietary research from its fully owned affiliate, AdvisorGuide, LLC.

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.

Germaine Meverden is a financial advisor with Global View Capital Management LLC who holds Series 63 and Series 65 credentials and has 25 years of industry experience. Prior to joining Global View Capital Management in 2014, Meverden worked at Investment Advisors International, Inc. and Transamerica Financial Advisors. Outside of advisory work, Meverden is a Notary Public and serves as Executive Director at Experior Financial Group, Inc., which allows the offering of additional fixed insurance options to clients. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach emphasizes technical and quantitative analysis applied to ETFs and mutual funds, utilizing proprietary research and execution infrastructure to manage model-based portfolios and held-away retirement accounts.

Timothy Schwister is a financial advisor with Global View Capital Management LLC holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at New York Life and several insurance companies. Outside of advisory services, he serves as a regional director-volunteer for the Wisconsin Alliance for Civic Trust, a cross-partisan nonprofit organization. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and offers a variety of managed account solutions.