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.

Ryan Van Blarcom is a CFP® and holds a Series 65 license with four years of experience in financial advisory roles. He is currently with Aprio Wealth Management, LLC and previously worked at Annex Wealth Management and U.S. Bank. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and trading strategies, while coordinating with an affiliated CPA firm for accounting and tax referrals.

Emerson Desjardins is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Harbour Investments, he worked at firms including Fisher Investments, Empower Advisory Group, and USAA. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment execution options tailored to advisor and client preferences.

Amy Kiiskila is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC since 2021. Her prior experience includes roles at Northwestern Mutual Investment Management and Michael Best & Friedrich, LLP. Outside of her advisory work, she serves as a trustee of the Barbara Ward Irrevocable Trust and holds board positions with the Women & Girls Fund of Waukesha County and the Catholic Community Foundation. Annex Wealth Management is an SEC-registered firm managing over $8 billion for nearly 10,000 clients across individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, and alternative investments, and offers comprehensive wealth management and financial planning services.

Jeffrey Butler is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at Nextstep Financial Wellness, LLC and Fortune Financial Services, Inc. Outside of advising, he is involved in managing operations for Butler Tree and Land LLC. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses a suitability questionnaire and primarily relies on technical and quantitative methods to guide investment selection, supported by its proprietary algorithmic research platform.

Lori Salyers is a Series 65-licensed financial advisor with Dana Investment Advisors Inc., based in Waukesha, WI. She has 16 years of industry experience and has been with Dana Investment Advisors since 2007. 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 employs relative-value equity selection and fixed-income strategies that incorporate ESG screening and client-directed exclusions, managing portfolios through separately managed accounts, wrap programs, and model-based platforms.

Philip Schweik is a financial advisor at Global View Capital Management LLC with eight years of industry experience. He holds a Series 65 credential and has been associated with various Global View Capital entities since 2015. Outside of his advisory work, Schweik owns and operates Hooksetters, a guided fishing service. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses algorithmic, technical, and quantitative methods to manage strategies based on client risk profiles and objectives.

Sean Mcleod is a CFA® charterholder and holds a Series 65 license. He has 10 years of industry experience and has been with Dana Investment Advisors, Inc. since 2016. Dana Investment Advisors manages approximately $6.1 billion for a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management through various account types and strategies. The firm employs a relative-value and concentrated equity approach combined with fixed-income strategies, incorporating ESG and faith-based screening upon client request.

James Mirsberger is a financial advisor at Dana Investment Advisors Inc with over 20 years of industry experience. He previously worked at Wells Fargo Capital Management for 17 years and Allspring Global Investments for three years before joining Dana in 2024. 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, emphasizing relative-value equity selection and fixed-income strategies focused on income and credit quality while integrating ESG screening and accommodating client-directed social or faith-based exclusions.

Nolan Mc Intyre is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience at the University of Wisconsin-Madison and the University of Wisconsin-LaCrosse. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments within a core-and-tactical framework.

Jonathan Wojciechowski is a financial advisor with Packerland Brokerage Services, Inc. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Packerland Brokerage Services since 2006 and also owns and operates a beauty salon through Full Circle Enterprises. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various platforms and manages over $900 million in client assets.

Gary Mutz is a financial advisor at Packerland Brokerage Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Packerland since 1999. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, disability, and Medicare health plans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of account management options and manages over $900 million in client assets.

Carl Holzem is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at US Bank from 2010 to 2022. Annex Wealth Management is an SEC-registered enterprise advisory 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 with a core-and-tactical framework that incorporates a variety of asset types and strategies, and offers comprehensive wealth management and financial planning services.

Shane Rockweiler is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and 10 years of industry experience. He has been with Mutual of Omaha since 2015. Outside of advisory services, he is a one-third owner of 32Thirty Health Solutions LLC, which offers health insurance products including Medicare plans. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and serves a broad client base through MOIS-approved model portfolios and third-party money manager relationships.

Granthem Beck is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Annex Wealth Management, LLC and has previously worked at Liberty Financial Group, Inc., RMB Capital Management, LLC, and 5C Capital Management, LLC. He also has experience outside traditional advisory roles, including a position at Rivermoor Golf Club and time at the University of Wisconsin Parkside. 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 uses a team-driven, core-and-tactical investment approach with multiple service models and holds unique affiliations such as a controlling interest in a CPA firm and an affiliated insurance agency that supports a charitable foundation.