Daniel Krueger is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour since 2016. In addition to his advisory role, he has been involved in insurance sales through Provident Insurance Group and his own business, Daniel A. Krueger Insurance Sales, since the early 1990s. He also prepares individual tax returns. 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, with investment approaches that vary by advisor and third-party manager, and provides multiple execution options to clients.

Matthew Haffemann is a financial advisor with Mutual of Omaha Investor Services, Inc. in Waukesha, WI, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. He has been with Mutual of Omaha Investment Services and Mutual of Omaha Insurance Company since 2015. Outside of his advisory role, he is a one-third owner of 32Thirty Financial LLC and 32Thirty Health Solutions, LLC, which are involved in marketing and the sale of health insurance products. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs through partnerships with third-party managers and platforms such as Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Mikhail Alkhazov is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has worked at Dana Investment Advisors, Inc. since 2018 and previously spent 11 years at Ziegler Capital Management, LLC. Dana Investment Advisors manages approximately $6.1 billion for a diverse client base including high-net-worth individuals, institutional clients, and public sector entities. The firm employs a combination of relative-value and concentrated equity strategies alongside fixed-income approaches, integrating ESG and faith-based screening upon client request.

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 bringing 40 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, The Strategic Financial Alliance, Investment Advisors International, Transamerica Financial Advisors, and WMA Investment Advisors. Outside of advisory work, he owns Fliss Enterprises and Global View Capital Partners, LLC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis applied to ETFs and mutual funds and integrates proprietary research and execution infrastructure to offer model-based portfolio management.

Noaman Sharief is a financial advisor at Dana Investment Advisors Inc with 20 years of industry experience. He has held his current position since 2008, following three years at Sovereign Advisers. Sharief holds Series 63 and Series 65 licenses. Dana Investment Advisors manages approximately $6.1 billion for a diverse client base, including high-net-worth individuals, institutional clients, and public sector entities. The firm employs relative-value and concentrated equity strategies alongside fixed-income approaches, integrating ESG and faith-based screening when requested, and distributes its strategies through multiple channels including mutual funds and ETFs.

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. His career includes roles at Purshe Kaplan Sterling Investments and Investment Advisors International, Inc., among others. Outside of finance, he has been involved with Amway in a non-operational capacity related to succession planning. 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 affiliate AdvisorGuide, LLC, and offers model-based management alongside third-party implementation for held-away retirement accounts.

William Lamborne is a Series 65-licensed advisor at Annex Wealth Management, LLC with four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and New York Life Insurance Company. He is also 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, trusts, and government agencies. The firm employs a team-based investment approach that blends core and tactical strategies across multiple asset classes and offers a range of 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 13 years of industry experience. He has worked at LPL Financial since 2016 and was previously affiliated with Householder Group Estate & Retirement Specialists. Kave also operates Kave Family Financial, a business engaged in investment advisory and insurance services. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, 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 combination of in-house strategies and third-party platforms, including partnerships with LPL, Fidelity, Schwab, and SEI.

James Mc Court is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Independent Financial Group, and Sagepoint Financial, INC. He also serves as an officer and finance committee chair for Child Restoration Outreach Support Organization, a nonprofit focused on overseeing its financial operations. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of around 145 advisors. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and various institutional clients, offering financial planning and portfolio management combined with a strategy that incorporates fundamental analysis, ESG risk-based models, and alternative investment oversight.

Barry Arnold is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously led Arnold Investment Counsel Inc. for 27 years and spent time at Thrivent Financial before joining Global View Capital in 2017. Arnold serves as president of the National Association of Active Investment Managers (NAAIM) and participates on the AXO Client Advisory Board. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm focuses on technical and quantitative analysis applied to ETFs and mutual funds, using proprietary research and a range of managed account options.

Martha Kuhn is a financial advisor at Annex Wealth Management, LLC with four years of industry experience. She holds the Series 63 and Series 65 designations. Her work history includes roles at Annex Wealth Management since 2021, Cetera Advisor Networks from 2020 to 2021, and The Benefits Companies, Inc. from 2016 to 2021. 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 employs a team-based investment approach combining core and tactical strategies, offering multiple service models and additional services such as pension consulting, sub-advisory, and affiliated tax preparation.

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.

Jacob Knigge is a financial advisor at Annex Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at BMO Bank NA and various non-financial roles including work at Ray's Sanitation, Knigge Farm, and the Omro School District. 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 that combines core and tactical strategies across multiple asset classes and offers a range of service models tailored to client needs.