Mikhail Alkhazov is a CFA® charterholder with 19 years of industry experience. He has worked at Dana Investment Advisors, Inc. since 2018 and previously spent 11 years at Ziegler Capital Management, LLC. Alkhazov holds a Series 66 license and is based in Waukesha, WI. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolio management through various platforms, emphasizing relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity.

John Jonas is a financial advisor at Great Valley Advisor Group, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked with Great Valley Advisor Group since 2016 and LPL Financial since 2015. Outside of his advisory role, he is a Notary Public in the state of Wisconsin. 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, employing a mix of in-house strategies and third-party managers across various platforms.

Brian Lehky is a financial advisor at Dana Investment Advisors Inc with 15 years of industry experience. He holds a Series 65 designation and has been with Dana Investment Advisors since 2008. 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, utilizing relative-value equity selection and fixed-income strategies that incorporate ESG screening and accommodate client-directed social or faith-based exclusions.

Peter Engstrom is a CFP® professional with 23 years of industry experience. He has been with Associated Investment Services, Inc. since 2008. Based in Mukwonago, WI, Engstrom holds Series 63 and Series 66 licenses. Associated Investment Services, Inc. offers advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes third-party model portfolio managers and its affiliate Kellogg Asset Management to implement investment strategies, delivering advisory services through the Envestnet/NFS platform.

Paul Tourville is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Great Valley Advisor Group since 2016 and concurrently associated with LPL Financial, LLC since 2015. Tourville is also involved with Next Level Planning & Wealth Management in Brookfield, WI. 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, employing a mix of in-house strategies and third-party managers or platforms such as LPL, Fidelity, Schwab, and SEI.

Beau Gross is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Lido Advisors, LLC and Pegasus Partners. His background also includes roles outside finance, such as positions at Costco Wholesale and the University of Wisconsin - Oshkosh. Annex Wealth Management offers 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 combining core and tactical strategies across various asset classes and provides multiple service models to accommodate different client needs.

Dean Fliss is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Global View since 2014 and also has a longstanding affiliation with Purshe Kaplan Sterling Investments. Outside of his advisory roles, he owns Fliss Enterprises. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans, utilizing primarily technical and quantitative methods supported by an in-house research platform.

Noaman Sharief is a financial advisor with Dana Investment Advisors Inc in Waukesha, WI, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Dana Investment Advisors since 2008. 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.

Lawrence Peterson is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Global View Capital Management since 2014 and has additional involvement with Global View Capital Advisors and Global View Capital Insurance Services. Outside of his advisory role, he is listed as a beneficiary on an Amway retail products account linked to his spouse, maintained for succession purposes only. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs technical and quantitative methods, supported by an in-house algorithmic research platform, to manage investments and offers a variety of programs including personalized managed accounts and a low-cost ETF-only option.

William Lamborne is a financial advisor at Annex Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual Investment Services and New York Life Insurance Company. Lamborne also serves as trustee of the Marianne Lamborne Revocable Trust, managing the estate through probate. 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-based investment process that combines core and tactical strategies across various asset classes and offers multiple service models tailored to different client needs.

Eric Liek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 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 activities in the Milwaukee area. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers, providing both discretionary and non-discretionary investment management alongside financial planning and retirement consulting.

Benjamin Langston is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2009. In addition to his advisory role, Langston is a licensed insurance agent specializing in life, health, and annuity products and serves as a notary public. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting through relationships with third-party managers and platform providers like Envestnet.

Cody Kave is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and 12 years of industry experience. He has worked with LPL Financial and Householder Group Estate & Retirement Specialists since 2016 and operates Kave Family Financial, a family-run business established in 2013. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a variety of in-house and third-party strategies.

James Mc Court is a CFP® professional affiliated with Apollon Wealth Management, LLC, with 15 years of industry experience. His background includes roles at Purshe Kaplan Sterling Investments, Independent Financial Group, and Sagepoint Financial, Inc. He serves as an officer and chair of the finance committee for Child Restoration Outreach Support Organization, a nonprofit focused on restorative efforts. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, and charitable organizations. The firm employs a combination of centrally managed strategies and locally managed portfolios, offering a range of services including financial planning, portfolio management, and consulting tailored through diverse investment vehicles and specialized sub-advisory roles.

Barry Arnold is a financial advisor at Global View Capital Management LLC with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Global View Capital and its affiliates since 2017, following a one-year tenure at Thrivent Financial. Arnold serves as president of the National Association of Active Investment Managers (NAAIM) and is a member of the AXO Client Advisory Board. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses quantitative and technical methods, supported by an in-house research platform, to manage strategies aligned with client risk profiles and objectives.

Martha Kuhn is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with four years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Annex Wealth Management, she worked at Cetera Advisor Networks and The Benefits Companies, Inc., and spent over a decade at LifeTouch National School Studios. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities, offering comprehensive wealth management, discretionary portfolio management, and goals-based financial planning through a team-oriented investment process.

Robert Du Charme is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at SCF Investment Advisors, Global View Capital Management, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he owns and operates Du Charme Financial Solutions and Du Charme Financial & Business Solutions, providing accounting, tax, and business consulting services. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors rather than corporate or charitable clients.

Michael Honkamp is a CFA® charterholder with 25 years of industry experience. He has been with Dana Investment Advisors Inc. since 1999 and also maintains a long-term association with Rochambo. 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 manages equity and fixed-income portfolios using separately managed accounts, wrap programs, and model-based platforms, with an investment approach that emphasizes relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity.

James Sayas is a financial advisor at Encompass More Asset Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, Global View Capital Management, and Royalty Financial Planning and Insurance, among others. Outside of advising, he holds a strategic account executive role at The Craneware Group, a healthcare software company, and serves as a board member of the Wisconsin Alumni Association Waukesha County Chapter. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach that integrates quantitative, qualitative, and fundamental analysis on the Amplify platform.

Brenda Gebhardt is a financial advisor with Harbour Investments, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining Harbour in 2023, she worked at Cetera Advisors LLC and First Allied Advisory Services in various capacities. Outside of advising, she owns and operates Gebhardt Financial LLC and is an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.