Amanda Stark is a financial advisor at Operose Advisors LLC in Milwaukee, WI, holding a Series 65 designation with one year of industry experience. Prior to joining Operose Advisors, she worked at Vantage Financial Partners, LLC and EY. Operose Advisors provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and private funds. The firm employs a range of investment strategies including mutual funds, ETFs, separately managed accounts, and alternative investments, with oversight from an internal Investment Committee and external research partnerships.

Andrew Richman is a financial advisor with Packerland Brokerage Services, Inc. in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Packerland Brokerage Services since 2009. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, long-term care, fixed, and indexed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through various platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets, and offers both brokerage and advisory implementation pathways.

Michael Cox is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Johnson Wealth Inc. since 2016 and concurrently serves as Senior Vice President and Wealth Advisor at Johnson Bank since 2012. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, not-for-profit organizations, and institutional investors. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies, offering services through various investment vehicles and maintaining a distinctive Pilot Program for airline pilots’ 401(k) accounts.

Reece Piotter is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Curi Capital, LLC and has prior experience at firms including RMB Capital, Madison Investments, and Reinhart Partners, Inc. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a range of strategies and vehicles.

Robert Schneider is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Johnson Wealth Inc. in Milwaukee, WI. His prior experience includes roles at Wealth Enhancement Advisory Services and multiple positions within Johnson Bank and Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in client assets, serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other advisers. The firm’s investment approach emphasizes long-term asset allocation, model portfolios, and manager selection guided by qualitative and quantitative analysis.

Carla Zevnik Seufzer is a financial advisor with Harbour Investments, Inc. and ClearStep Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She is also a board member of the Xaverian Missionaries Advisory Board, a Catholic charity, where she participates in quarterly financial committee meetings. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multiple investment approaches tailored by individual advisors and third-party managers.

Peter Glowacki is a financial advisor at TCFG Investment Advisors, LLC with 43 years of industry experience. He has worked at City National Bank and RBC Capital Markets Corporation prior to joining TCFG. Glowacki holds Series 63 and Series 65 licenses. TCFG Investment Advisors manages approximately $639 million in assets and serves individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting through a team of 29 advisors using diverse analytical methods and strategies.

Justin Dahl is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Johnson Wealth Inc., he worked at Associated Trust Company, UMB Fund Services, and U.S. Bank. Dahl serves as a Senior Vice President Wealth Advisor at Johnson Bank, an investment-related affiliate of his firm. Johnson Wealth Inc. is an SEC-registered investment adviser managing over $10 billion in client assets for a diverse range of high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm employs a long-term, purpose-driven investment approach centered on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Roger Rama is a CFA® charterholder and Series 63 licensed advisor with seven years of experience at Silvercrest Asset Management Group LLC and four years at Cortina Asset Management. He is based in Milwaukee, WI. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions, managing over $28 billion in assets. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, alongside proprietary valuation tools and integrated quantitative risk analytics.

Nicole Gronholz is a CFP® professional with seven years of experience in financial advising. She has been with CliftonLarsonAllen Wealth Advisors, LLC since 2016. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios that include mutual funds and ETFs, combining both active and passive strategies with oversight from an Investment Committee.

Richard Burling is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with F L Putnam Investment Management Co., where he has worked since 2026. Prior to that, he held roles at F/M Investments LLC, Ziegler Capital Management, Red Granite Advisors, and Robert Baird & Co. F.L. Putnam serves individual investors, families, and various institutions, offering customized, team-based investment management and advisory services that include internally managed and third-party strategies across multiple asset classes. The firm integrates macroeconomic and security-level research with options for sustainable investing and tax-aware approaches.

Graham Kessel is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI, holding a Series 66 designation and 12 years of industry experience. He has worked at Johnson Wealth Inc. since 2020 and is also an Assistant Vice President and Wealth Advisor at Johnson Bank since 2022. His prior experience includes roles at Wells Fargo Clearing and Merrill. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, not-for-profits, and other entities. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and a specialized pre-retirement program.

David Johnson is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Harbour Investments since 2016. In addition to his advisory role, he operates a marketing and prospect identification business under the name ClearStep Financial, which is not investment related. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and utilizes a variety of investment approaches through both in-house and third-party managers.

Eric Zwicky is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 credentials with two years of industry experience. He has been affiliated with Johnson Wealth Inc. since 2024 and concurrently serves as Vice President-Retirement Plan Services Advisor at Johnson Bank since 2014. 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 focuses on long-term, goal-driven asset allocation and manager selection, employing proprietary methodologies and offering specialized programs such as discretionary management for 401(k) accounts of airline pilots.

Eli Kwas is a CFA® charterholder affiliated with Curi Capital, LLC in Milwaukee, WI. He joined Curi Capital in 2025 and previously worked at Artisan Partners from 2022 to 2025. Kwas has a range of prior work experiences in various industries, with less than one year of industry experience in financial advisory. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individual, high-net-worth, and institutional clients using a long-term, fundamentally driven investment approach across a variety of portfolio structures and strategies.

Brian Kleist is a CFP® professional with 21 years of industry experience. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2017 and previously spent seven years at RUSSELL Investments. Outside of his advisory role, he and his wife own and manage residential rental properties. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with mutual funds and ETFs, incorporates both active and passive strategies, and offers integrated planning through its Private Client Services model.

Ryan Van Blarcom is a CFP® with four years of industry experience, currently affiliated with Aprio Wealth Management, LLC. He previously worked at Annex Wealth Management and U.S. Bank. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives, risk tolerance, and time horizon, utilizing a variety of investment vehicles including stocks, bonds, mutual funds, ETFs, and derivatives.

Robert Du Charme is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at SCF Investment Advisors, Global View Capital Management, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he owns and operates Du Charme Financial Solutions and Du Charme Financial & Business Solutions, providing accounting, tax, and business consulting services. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, 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.

Kimberly Steinbrenner is a financial advisor at Saxony Capital Management, LLC with 17 years of industry experience. She holds a Series 66 designation and has previously worked at LaSalle St Investment Advisors and Steinbrenner Financial Group. Outside of her advisory work, she assists with seminars and trust and estate planning through Heartland Organization Ltd. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model and utilizes a variety of investment approaches, including discretionary asset management and third-party advisory services.

John Ceaglske is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including SagePoint Financial, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory role, he is a part-owner of an indoor baseball and softball training facility and is involved in real estate investment ventures, including an LLC focused on revitalization efforts in his hometown. Belpointe Asset Management serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios using a range of investment strategies and supports proprietary funds, real estate syndications, and provides platform services to other advisers.