Michael Kirk is a CFP® professional at Annex Wealth Management, LLC with 10 years of industry experience. He has held roles at various firms including Think HR, Quest CE, and E-Money before joining Annex Wealth Management in 2023. Annex Wealth Management serves nearly 9,800 clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering wealth management, financial planning, and discretionary portfolio management. The firm employs a team-based investment approach blending ETFs, mutual funds, equities, fixed income, options, and alternative investments within a core-and-tactical framework.

Gregg Lentz is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. Prior to joining Arkadios Wealth Advisors in 2018, he worked at Triad Advisors, Inc. from 2016 to 2018. Outside of his advisory role, he also operates Gregg S Lentz & Associates, providing solutions related to fixed insurance and annuities. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with a range of investment and wealth management services, including discretionary account management supported by an internal portfolio team. The firm uses multiple analytical approaches and offers access to third-party managers and comprehensive financial planning.

Kyle Thomas is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and 65 licenses and bringing 18 years of industry experience. He has worked at firms including LPL Financial and Mass Mutual Investors Services. Thomas provides investment advisory services through Great Valley Advisor Group, an independent registered investment advisor. Great Valley Advisor Group is a multi-team SEC-registered firm 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 range of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Aaron Bain is a Series 65-licensed advisor at Annex Wealth Management, LLC with one year of industry experience. His background includes roles in education and service industries prior to joining Annex. 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, and government agencies. The firm utilizes a team-driven investment approach with a core-and-tactical philosophy and provides multiple service models to accommodate varying client needs.

Andrew Rehorst is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI. He holds the Series 66 designation and has 10 years of industry experience, including 11 years at UBS Financial Services. He joined Annex Wealth Management in 2026. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients across individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm provides wealth management, financial planning, discretionary portfolio management, and retirement consulting through a team-oriented investment process that integrates ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Rece Mulder is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding a Series 65 credential and beginning his advisory career in 2026. His prior work experience includes roles at Good Feet Store, BMOC, Saputo, and Trader Joe's, as well as university studies at the University of Wisconsin - Madison. 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, and government agencies. The firm employs a team-driven investment approach that combines core and tactical strategies across various asset classes and offers multiple service models tailored to clients' account sizes and complexity.

Susanne Lopez is a CFP® professional with 11 years of experience in the financial services industry. She has worked at Annex Wealth Management since 2019 and previously held roles at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services, LLC. Outside of her advisory work, she serves as a lead development coach at Shorewood Swim Club and manages administrative duties for a boat rental business, Wake the Lake, LLC. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8 billion for nearly 10,000 clients across individuals, pension plans, charities, trusts, and corporate entities. The firm employs a team-oriented investment process that combines core and tactical strategies using ETFs, mutual funds, individual securities, options, and alternatives, with discretionary management and ongoing portfolio oversight.

Asbjorn Sanders is a CFP® professional with 25 years of experience in the financial industry. He currently works at Annex Wealth Management, LLC and has prior experience with J.P. Morgan Securities, JPMorgan Chase Bank, TIAA-CREF, and USAA Financial Planning Services. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management for 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 core and tactical strategies and offers multiple service models tailored to client needs.

Brian Bartholomew is a financial advisor with Annex Wealth Management, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at RSM US Wealth Management LLC for three years before joining Annex in 2020. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and government agencies. The firm employs a team-driven investment approach using a core-and-tactical philosophy and offers multiple service models tailored to a range of client needs.

Clark Gaulke is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2017 and at Equable Securities Corporation since 1998. Outside of his advisory role, he is an independent insurance agent with Equity Enterprises. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing a mix of fundamental and technical analysis to create customized strategies using various investment instruments and model-based solutions.

Andrew Houte is a CFP® with 23 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC since 2016 and LPL Financial since 2015. He also operates Next Level Planning & Wealth Management, providing non-variable insurance products and tax preparation services. 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.

Jake Janicek is a financial advisor at Annex Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at WFA Asset Management Corp. and UWM - Milwaukee. Annex Wealth Management serves a diverse client base, including individual and 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 various asset classes and offers multiple service models tailored to client needs.

Eric Turba is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. Before joining Annex Wealth Management, he worked at US Bank and has been affiliated with the University of Wisconsin Madison. 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, charities, trusts, corporations, and government agencies. The firm employs a team-based investment approach and provides multiple service models, including an online platform and comprehensive wealth management for more complex needs.

David Grzesk is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, INC. and Global View Capital Management, LLC. Outside of his advisory role, he is a benefits advisor for Aflac, selling supplemental insurance and assisting with claims. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, 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.

Tyler Quinn is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential. He has a total of 12 years of industry experience, including prior roles at North Shore Bank and Nicholas & Company. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for around 9,800 clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process using a core-and-tactical approach across multiple asset classes and offers comprehensive wealth management, financial planning, and discretionary portfolio management services.

Michael Neumann is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors since 2020. In addition to his advisory role, Neumann is the CEO of Horizon Insurance Brokerage Group, where he has served since 2014. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Christopher Peck is a financial advisor with Harbour Investments, Inc. holding Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Harbour Investments since 1997 and also owns Peck Financial Group, where he provides tax preparation, estate planning, retirement planning, and wealth management services. Additionally, he operates as an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, utilizing a range of investment approaches and ongoing account monitoring.

Naomi Ackley is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with 11 years of industry experience. She previously worked at CedarPoint Investment Advisors (now Midland Financial Advisors) for five years before joining Annex Wealth Management in 2019. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process that combines discretionary portfolio management with a core-and-tactical framework utilizing ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments.

Michael Hug is a financial advisor with Infinity Financial Services Advisory in Brookfield, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Infinity Financial Services since 2016 and Infinity Financial Services Advisory since 2020. Outside of advising, he is also an independent life insurance agent. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm provides portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes fundamental, technical, and quantitative analyses alongside the use of complex investment strategies.

Vicki Kaminski is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include long-term tenures at Select Advisor Group, Inc. and Intervest International Equities Corporation. She is also an independent insurance agent, licensed to sell insurance products such as life insurance and annuities. 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, financial planning, and retirement-plan consulting, combining in-house strategies with third-party managers and platforms to tailor portfolios to client objectives.