Elizabeth Wedward is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with Johnson Wealth since 2016. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in client assets across high-net-worth individuals, families, trusts, and various institutions. The firm’s investment approach emphasizes long-term asset allocation, model portfolios, and manager selection through qualitative and quantitative analysis, offering discretionary and non-discretionary portfolio management along with specialized programs and access to private investments.

Kevin Tydrick is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding the CFP® designation with one year of industry experience. He has been associated with Johnson Bank since 2015, where he serves as Vice President and Retirement Plan Services Advisor. 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 using proprietary methodologies and offers specialized programs such as discretionary management for 401(k) participants, including airline pilots.

Joseph Guerin is a CFA® charterholder with eight years of industry experience. He is currently a Vice President and Director of Research at Johnson Bank and has worked at Johnson Wealth Inc. since 2016. He holds dual roles at Johnson Bank and Johnson Wealth Inc. in Milwaukee, WI. Johnson Wealth Inc. provides advisory and consulting services to high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies including discretionary portfolio management and curated private investments.

Scott Rescigno is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding Series 63 and Series 65 licenses. He has been with Johnson Wealth Inc. and its affiliate Johnson Bank since 2025. Prior to this, he held roles at NYLIFE Securities LLC, New York Life Insurance Company, and was involved with Rich Harvest Farms, Kishwaukee Country Club, Northern Illinois University, RX3 Communications, and Mt Rose Ski Tahoe. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, foundations, and other entities. The firm focuses on 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.

Nicole Geniesse is a ChFC® credentialed financial advisor with 17 years of industry experience. She has been with Johnson Wealth Inc. since 2016 and holds a concurrent senior vice president role at Johnson Bank, where she has worked since 2014. Her professional focus includes wealth management, and she is licensed to refer certain insurance products when appropriate. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit organizations, foundations, endowments, and other entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies, and it offers specialized services such as a discretionary 401(k) management program for airline pilots and curated private investment options for qualified clients.

Samuel Anhalt is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 credentials with 11 years of industry experience. His prior roles include positions at Northwestern Mutual and Scott Wedige. 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 and various institutional clients. The firm employs a long-term, purpose-driven investment approach based on asset allocation, model portfolios, and manager selection supported by qualitative and quantitative analysis.

Robert Mosley is a Series 65-licensed financial advisor with Johnson Wealth Inc. in Janesville, WI, where he has worked since 2017. He has a total of six years of industry experience and also serves as a wealth advisor at Johnson Bank, a position he has held since 2008. 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 advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies, and offers specialized programs such as discretionary 401(k) management for airline pilots and curated private investment options for qualified clients.

Michael Miller is a Series 65-credentialed financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with one year of industry experience. Prior to joining Johnson Wealth and Johnson Bank in 2025, he served in the United States Navy for ten years and held positions at the Internal Revenue Service and Milwaukee County District Attorney’s Office. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers a range of investment strategies including curated private investments for qualified clients.

Julie Grosso is a Series 65-licensed financial advisor with Johnson Wealth Inc. in Madison, WI, where she has worked since 2017. She has eight years of industry experience, including four years at SVA Plumb Trust Company prior to joining Johnson Wealth. Grosso also serves as an officer and wealth advisor at Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth clients, foundations, and other institutions, emphasizing long-term, goal-driven asset allocation and manager selection through proprietary methodologies. The firm offers a range of strategies, including model portfolios and private investment options, and supports specialized programs such as discretionary management for airline pilots’ 401(k) accounts.

Brett Staaland is a financial advisor with Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at United Bankers' Bank, Bankers' Bank of Madison, Raymond James Financial Services, and Wunderlich Securities. He also serves as an officer and wealth advisor at Johnson Bank, an affiliate of Johnson Wealth Inc. Johnson Wealth Inc. provides investment advisory and consulting services to a range of clients, including high-net-worth individuals, families, trusts, nonprofits, foundations, and institutional investors. The firm employs a long-term, goal-driven approach to asset allocation and manager selection, utilizing proprietary methodologies and offering a curated menu of private investments for qualified clients.

Sharon Christian is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation. She has one year of industry experience, previously working at Allspring Global Investments and Foley & Lardner. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in assets for 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 through qualitative and quantitative analysis.

David Mcevoy is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 licenses with nine years of industry experience. He has served as a Vice President Wealth Portfolio Manager at Johnson Bank since 2013 and has worked at Johnson Wealth Inc. since 2016. Johnson Wealth Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing over $10 billion in assets for a diverse range of clients, including high-net-worth individuals, trusts, foundations, and institutions. The firm’s investment approach is long-term and purpose-driven, combining qualitative and quantitative analysis to guide asset allocation, model portfolios, and manager selection.