Eric Trousil is a CFA® charterholder with eight years of industry experience, currently serving as a Senior Vice President and Wealth Advisor at Johnson Wealth Inc. and Johnson Bank in Green Bay, WI. Prior to this, he worked at Nicolet Advisory Services, LLC and Nicolet National Bank. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, and other entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies, offering strategies through model portfolios, mutual funds, ETFs, individual securities, and curated private investments for qualified clients.

Anita Resch is a CFP® professional with six years of industry experience. She has worked at Johnson Bank and Johnson Wealth Inc. since 2019 and previously spent twelve years at Nicolet National Bank. She holds the role of Senior Vice President and Wealth Regional Sales Manager at Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, and institutional entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary management for 401(k) participants like airline pilots.

Allison Moeschberger is a CFP® and Series 65 credentialed financial advisor with eight years of industry experience. She is currently affiliated with Johnson Wealth Inc. and Johnson Bank, serving as a Wealth Advisor. Her prior roles include positions at Annex Wealth Management, Creative Planning, LLC, and Wipfli Financial Advisors, LLC. Johnson Wealth is an SEC-registered investment adviser and a subsidiary of Johnson Financial Group, managing over $10 billion in assets for a diverse client base including high-net-worth individuals, families, and institutions. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative methods.

Jason Herried is a CFA® charterholder with 10 years of industry experience, currently serving as a portfolio manager at Johnson Wealth Inc. in Milwaukee, WI since 2016. He also holds a senior role as Director of Equity Strategy and portfolio manager at Johnson Bank, where he has worked since 2015. Johnson Wealth Inc. is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing over $10 billion in assets for high-net-worth individuals, families, trusts, and institutional clients. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection through both qualitative and quantitative analysis.

Alexander Stemberger is a CFP® and Series 65 designated advisor with Johnson Wealth Inc. in Milwaukee, WI, bringing four years of industry experience. His prior roles include positions at Northland Securities and The Legend at Brandybrook. He is also employed full-time as a Wealth Operations Trade Specialist at Johnson Bank. Johnson Wealth Inc. is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other advisers. The firm focuses on a long-term, purpose-driven investment approach that emphasizes asset allocation, model portfolios, and manager selection through qualitative and quantitative analysis.

Maureen Holsen is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Johnson Wealth Inc. in Milwaukee, WI, where she has worked since 2026. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Ehlers Investment Partners, LLC. Johnson Wealth Inc. is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, and various institutional clients. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Joseph Maier is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation and seven years of experience at Johnson Wealth and Johnson Bank. Prior to joining Johnson, he worked in legal roles at Foley & Lardner and O'Neil, Cannon Law Firm. He serves as Senior Vice President and Director of Wealth Strategy at Johnson Bank, a dual role alongside his advisory duties. Johnson Wealth is an SEC-registered investment adviser managing over $10 billion in client assets for high-net-worth individuals, families, trusts, foundations, and institutions. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, and it provides both discretionary and non-discretionary portfolio management along with specialized financial planning services.

Ronald Alberts Jr. is a CFA® charterholder with 20 years of industry experience. He has worked at Johnson Wealth Inc. since 2017 and previously operated Alberts Investment Management Inc. from 2005 to 2017. Outside of his advisory role, he provides conference-planning services for the Annual Municipal Bond Buyers Conference, handling contract negotiations, topic and speaker selection, and fee collection. Johnson Wealth Inc. serves high-net-worth individuals, families, trusts, nonprofit and senior living organizations, foundations, endowments, businesses, government entities, and other advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies, offering a range of portfolio management and consulting services.

Damir Hadzalic is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with seven years of industry experience. He holds the Series 65 designation and has worked at Johnson Wealth Inc. since 2018 and Johnson Bank since 2022. Prior to that, he spent 15 years at Waukesha State Bank. In addition to his advisory role, he serves as Vice President and Fixed Income Portfolio Manager at Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, institutions, and other investment advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing a proprietary multivariate scoring methodology and qualitative frameworks, and offers specialized programs such as discretionary management for airline pilots’ 401(k) accounts.

David Dauchy is a CFA® charterholder with four years of industry experience, currently serving as Senior Vice President and Wealth Portfolio Manager at Johnson Wealth Inc. and its affiliate Johnson Bank in Milwaukee, WI. He previously worked at PNC Private Bank for 13 years. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, as well as other investment advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary scoring methodologies and a qualitative framework to implement strategies through various investment vehicles and curated private offerings.

Eric Bernal is a financial advisor with Johnson Wealth Inc. in Racine, WI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes roles at Charles Schwab and Johnson Bank. He serves as a full-time portfolio manager and is a dual employee of Johnson Bank and Johnson Wealth Inc. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, businesses, government entities, and other investment advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection, using proprietary methodologies and offers specialized programs such as discretionary management for airline pilots’ 401(k) accounts and curated private investment options.

Dominic Ceci is a CFA® charterholder with three years of industry experience, currently serving at Johnson Wealth Inc. in Milwaukee, WI. He has held roles at Johnson Wealth Inc. and Johnson Bank since 2022 and was previously employed at U.S. Bank for ten years. Outside of his financial career, he assists his spouse with administrative tasks at Awaken Life Family Chiropractic LLC. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, and institutional entities. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies including private investments for qualified clients.

Susan Baran is a CFP® professional with 12 years of industry experience. She is currently a wealth advisor at Johnson Wealth Inc. and Johnson Bank in Milwaukee, WI, having previously worked at PNC Private Bank for 10 years. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, and other entities. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots and curated private investment options.

Cruz Bernal is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation. He has one year of industry experience, including his current role at Johnson Wealth and prior work at Johnson Bank. Before entering the industry, he spent eight years in full-time education. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing approximately $10.35 billion in assets for a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutions. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Tyler Jensen is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 credential. He has been with Johnson Wealth Inc. and Johnson Bank since 2024 and previously worked at Johnson Financial Group and Savaglia Financial Advisors. He also has experience working in academic settings at the University of Wisconsin-Madison and University of Wisconsin-Whitewater. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other investment advisers, including its affiliate Johnson Bank. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers services such as portfolio management, investment policy development, trustee and board education, and specialized retirement planning.

Grant Moll is a CFP® with six years of industry experience, currently serving as a financial advisor at Johnson Wealth Inc. in Madison, WI. His prior experience includes six years at Fisher Investments and earlier roles in various sectors, including a moving company and catering. Johnson Wealth is an SEC-registered investment adviser managing over $10 billion in client assets for high-net-worth individuals, families, trusts, foundations, and other entities. The firm uses a long-term, purpose-driven investment approach emphasizing asset allocation, model portfolios, and manager selection through qualitative and quantitative analysis.

Claire Wordell is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation with two years of industry experience. She has worked at Johnson Wealth Inc. since 2022 and previously held roles at Johnson Bank and U.S. Bank. Claire’s work includes a dual role as a Wealth Portfolio Analyst at Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other investment advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing a proprietary multivariate scoring methodology and qualitative framework, and offers a range of strategies including model portfolios, mutual funds, ETFs, individual securities, and curated private investments.

Kenneth Bellinger Jr. is a CFA® charterholder with three years of industry experience. He is currently a Vice President and Fixed Income Analyst at Johnson Bank and Johnson Wealth Inc., where he has worked since 2025. Prior to this, he held roles at Annex Wealth Management, Carroll University, and Uniplan Investment Counsel. Johnson Wealth Inc. provides investment advisory and consulting services to a broad range of clients, including high-net-worth individuals, families, trusts, and institutional investors. The firm focuses on long-term, goal-driven asset allocation and manager selection, employing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots.

Samantha Kolb is a Series 65-licensed financial advisor with Johnson Wealth Inc., based in Appleton, WI, and has four years of industry experience. She has worked at Johnson Bank and Johnson Wealth Inc. since 2023 and previously held roles at The Appleton Group LLC and several other local organizations. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, nonprofit and senior living organizations, foundations, endowments, business and government entities, and other investment advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection using a proprietary scoring methodology and qualitative framework, offering a range of investment strategies including private investments for qualified clients.

Broc Berge is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with two years of industry experience. He is also a Vice President and Retirement Plan Services Advisor at Johnson Bank, where he has worked since 2013. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other investment advisers, including its affiliate Johnson Bank. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers specialized services such as discretionary management for 401(k) participants like airline pilots and curated private investment options.