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.

Kyle Tripp is a financial advisor at Johnson Wealth Inc. in Appleton, WI, holding the CFP®, CFA®, and Series 65 designations with 17 years of industry experience. He has worked at Johnson Wealth Inc. since 2016 and has been a Senior Vice President Wealth Portfolio Manager at Johnson Bank since 2014. 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 proprietary methodologies, and it offers specialized programs such as discretionary management for airline pilots’ 401(k) accounts and curated private investment options.

Jill Spielmann Carter is a wealth advisor at Johnson Wealth Inc. in Waukesha, WI, with one year of industry experience. She holds Series 63 and Series 65 licenses and has been employed with Johnson Wealth Inc. since 2016 and Johnson Bank since 2015. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, 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 a range of strategies implemented through model portfolios, mutual funds, ETFs, individual securities, and curated private investments.

Karla Losey is a CFP® and Series 63 credentialed financial advisor with two years of experience. She currently serves as a Vice President and Wealth Advisor at Johnson Wealth Inc. and Johnson Bank in Madison, WI. Her prior experience includes roles at National Exchange Bank & Trust, Associated Investment Services, Inc., and Associated Bank. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group managing approximately $10.35 billion in assets for high-net-worth individuals, families, trusts, foundations, not-for-profits, business and government entities, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and specialized programs, applying a long-term, purpose-driven investment approach centered on asset allocation, model portfolios, and manager selection.

Nicholas Mcfadden is a Series 65-credentialed financial advisor with Johnson Wealth Inc. in Milwaukee, WI, where he has worked since 2026. His prior experience includes roles at Johnson Bank and ventures outside finance, such as managing Beachside Boat and Bait and involvement with The Legend Clubs. Johnson Wealth Inc. is an SEC-registered investment adviser managing over $10 billion in client assets, serving a diverse clientele including 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, supported by both qualitative and quantitative analysis.

Anisa Dunn is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding a Series 65 designation with seven years of industry experience. She has worked at Johnson Wealth Inc. and Johnson Bank since 2018 and previously held a position with Racine County from 2011 to 2018. Dunn also serves as Senior Vice President and Wealth Fiduciary Manager 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 advisers. The firm emphasizes 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.

Joseph Maestas is a financial advisor at Johnson Wealth Inc. in Appleton, WI, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Avaii Wealth Management, LLC, DWC - The 401(k) Experts, FuturePlan by Ascensus, and Qualified Pension Services, Inc. He is a dual employee of Johnson Wealth Inc. and Johnson Bank, where he also serves as a Retirement Plan Services Advisor. 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 emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary management for airline pilots’ 401(k) accounts and curated private investment options.

John Keller is a financial advisor at Johnson Wealth Inc. with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Johnson Wealth since 2017. Keller also serves as a Senior Vice President Wealth Advisor at Johnson Bank, where he manages client relationships in addition to his role at Johnson Wealth. 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 investment advisers. The firm employs a long-term, purpose-driven investment approach based on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Brian Schaefer is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation with 16 years of industry experience. He has worked at Johnson Wealth since 2017 and previously spent seven years at Alberts Investment Management Inc. Johnson Wealth is an SEC-registered investment adviser and a subsidiary of Johnson Financial Group, managing over $10 billion in client assets for a diverse range of clients including high-net-worth individuals, families, and institutional investors. The firm’s investment approach is long-term and purpose-driven, utilizing asset allocation, model portfolios, and a combination of qualitative and quantitative manager selection methods.

Timothy Foht is a financial advisor at Johnson Wealth Inc. in Madison, WI, with 20 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at Johnson Wealth Inc. since 2016. He is also a Senior Vice President and Wealth Portfolio Manager at Johnson Bank, where he has been employed since 2012. Johnson Wealth is an SEC-registered investment adviser and a 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 institutional clients. The firm’s investment approach emphasizes long-term, purpose-driven strategies focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative methods.

Jacqueline Ruppel is a financial advisor at Johnson Wealth Inc. with a Series 65 designation and one year of experience at the firm. She has been associated with Johnson Bank since 2012. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing over $10 billion in assets for a wide range of clients including high-net-worth individuals, families, trusts, and institutions. The firm’s investment approach emphasizes long-term asset allocation and manager selection through qualitative and quantitative analysis, and it offers services such as portfolio management, financial planning, and access to private investments.

Steven Herbst is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab Bank, Charles Schwab & Co., TIAA-CREF, and Strategic Advisers, Inc. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group that manages over $10 billion in assets for high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm emphasizes a long-term, purpose-driven investment approach using asset allocation, model portfolios, and manager selection supported by qualitative and quantitative analysis, and offers services including portfolio management, financial planning, retirement consulting, and access to private investments.

Jonathan Henshue is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He has been with Johnson Wealth Inc. since 2015 in various roles. 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 and institutional investors. The firm’s long-term, purpose-driven investment approach emphasizes asset allocation and manager selection through qualitative and quantitative analysis, and it offers specialized services such as financial planning and a pre-retirement program for airline pilots.

Nicholas Brunsch is an advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 credential and with one year of industry experience. Prior to joining Johnson Wealth, he has held positions at Johnson Bank, U.S. Bank, and several other organizations. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other investment advisers. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analysis.

Arnold Presser is a financial advisor at Johnson Wealth Inc. in Appleton, WI, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Johnson Wealth Inc. since 2024 and also serves as a full-time portfolio manager at Johnson Bank, where he has worked since 2014. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, and institutions. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary management for 401(k) plans for airline pilots.

Candice Baker is a financial advisor at Johnson Wealth Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has served as Vice President and Team Lead at Johnson Bank since 2014. Baker has worked at Johnson Wealth Inc. since 2017 and maintains a dual role with 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 organizations. The firm employs a long-term, goal-driven approach to asset allocation and manager selection, utilizing proprietary methodologies and offering services such as discretionary portfolio management and financial planning.

Shane Olson is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation. He has one year of industry experience, including prior roles at Johnson Bank, UMB Bank, and the University of Wisconsin - Whitewater. Johnson Wealth is an SEC-registered investment adviser serving 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, supported by both qualitative and quantitative analysis.

Justin Landreman is a financial advisor at Johnson Wealth Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at U.S. Bank and The Boldt Company. Landreman serves as Vice President and Portfolio Manager at Johnson Bank, an investment-related affiliate of Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing approximately $10.35 billion in client assets. The firm serves high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other advisers, offering long-term, purpose-driven portfolio management alongside financial planning and specialized programs.

Noah Recker is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding a Series 65 credential with one year of industry experience. Prior to joining Johnson Wealth, he worked at Johnson Bank and Morgan Stanley. He serves as a Wealth Portfolio Analyst with dual roles at Johnson Bank and Johnson Wealth Inc. Johnson Wealth 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, foundations, and 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.