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.

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.

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.

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.

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.