Michael Honkamp is a CFA® charterholder with 25 years of industry experience. He has been with Dana Investment Advisors Inc. since 1999 and also maintains a long-term association with Rochambo. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm manages equity and fixed-income portfolios using separately managed accounts, wrap programs, and model-based platforms, with an investment approach that emphasizes relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity.

James Sayas is a financial advisor at Encompass More Asset Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, Global View Capital Management, and Royalty Financial Planning and Insurance, among others. Outside of advising, he holds a strategic account executive role at The Craneware Group, a healthcare software company, and serves as a board member of the Wisconsin Alumni Association Waukesha County Chapter. Encompass More Asset Management primarily 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 that integrates quantitative, qualitative, and fundamental analysis on the Amplify platform.

Brenda Gebhardt is a financial advisor with Harbour Investments, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining Harbour in 2023, she worked at Cetera Advisors LLC and First Allied Advisory Services in various capacities. Outside of advising, she owns and operates Gebhardt Financial LLC and is an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Adam Stern is a CFA® charterholder with one year of industry experience. He currently works at Johnson Wealth Inc. and Johnson Bank, and previously held roles at U.S. Bancorp Fund Services, the Milwaukee Bucks, and Delaware North. 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. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary scoring methodologies and offers a range of investment strategies including model portfolios, mutual funds, ETFs, and curated private investments.

John Kemnitzer is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked for Northern Trust Securities Inc. for 10 years before joining Johnson Wealth in 2022. Johnson Wealth Inc. serves high-net-worth individuals, families, trusts, nonprofits, foundations, and other entities with investment advisory and consulting services. The firm employs a long-term, goal-driven asset allocation approach using proprietary methodologies and offers specialized programs such as discretionary management for airline pilots’ 401(k) accounts and curated private investment options.

Jakob Patch is a financial advisor at Harbour Investments, Inc. in Milwaukee, WI, with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including RW Baird and Alongi Santas Insurance, where he was also an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with investment approaches that vary by adviser and manager, supported by multiple execution platforms.

Jeffrey Pierce is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Dimensional Fund Advisors, Wipfli Financial Advisors, Creative Planning, LLC, The Mather Group, and Annex Wealth Management. He is also Executive Vice President at Johnson Bank, an investment-related affiliate of 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, business and government entities, and other investment advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers a range of strategies including model portfolios, mutual funds, ETFs, and curated private investments.

Jessica Kirby is a financial advisor with Northern Trust Securities, Inc. in Milwaukee, WI, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. Her career includes roles at Northern Trust Bank and Securities since 2013, as well as prior positions at Raymond James & Associates, Gunnallen Financial, Inc., and Morgan Stanley DW Inc. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients through discretionary, model-driven portfolio management. The firm offers a range of managed account solutions combining proprietary and third-party products, with integrated advisory, brokerage, and custody services.

Scott Wisnewski is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and Northwestern Mutual. Outside of his advisory role, he serves as President of Genevieves Garden Homeowners Association and as Secretary of the Classic Lanes Mixed Classic Bowling League. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, foundations, and other entities. The firm emphasizes 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.

Kelsey Ellsworth is a CFA® credentialed financial advisor with seven years of industry experience. She has worked at Johnson Wealth Inc. and Johnson Bank since 2019 and previously worked at Fifth Third Bank from 2016 to 2019. Ellsworth holds a dual role as Assistant Vice President-Wealth Advisor at Johnson Bank alongside her advisory work. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, and various institutional clients. The firm focuses on long-term, purpose-driven investment strategies incorporating qualitative and quantitative analysis, and offers specialized programs including pre-retirement planning for airline pilots and curated access to private investments.

Bryant Shurn is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Raymond James & Associates, Merrill, Wells Fargo Clearing Services, and Scottrade. Outside of advising, he is a partner in Tranquil Partners LLC, a real estate investment business. Johnson Wealth is an SEC-registered investment adviser serving 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 using both qualitative and quantitative methods.

Charles Koehn is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 credentials and has 27 years of industry experience. His prior roles include positions at Morgan Stanley and Sigma Planning Corporation. He is also the owner and managing member of Water Street Wealth Management LLC, a service company supporting financial practice expenses. Advisory Services Network serves individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisor representatives, offering a range of portfolio management and financial planning services tailored to clients’ objectives and risk tolerances.

Darren Klump is a financial advisor at Calton & Associates, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Guardian Credit Union, Capital Financial Services, Inc., and MSI Financial Services, Inc. He is also a licensed insurance agent offering fixed insurance products. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines registered investment adviser, broker-dealer, and insurance agency registrations to provide fee-based portfolio management, financial planning, and commission-based brokerage and insurance products.

Ronald Lehmann is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding CFP® and Series 63 designations with seven years of industry experience. He has worked at Johnson Bank since 2016 and previously at Baker Tilly Investment Advisors from 2000 to 2005. Lehmann serves as Senior Vice President and Director of Retirement Plan Services at Johnson Bank. Johnson Wealth is an SEC-registered investment adviser affiliated with Johnson Financial Group, advising over $10 billion in assets for high-net-worth individuals, families, trusts, foundations, and institutions. The firm emphasizes a long-term, purpose-driven investment approach using asset allocation, model portfolios, and manager selection supported by quantitative and qualitative analysis, offering portfolio management, financial planning, retirement consulting, and access to private investments.

David Drzadinski is a Chartered Financial Analyst (CFA®) with 22 years of industry experience. He currently serves at F.L. Putnam Investment Management Co. and has held prior roles at F/M Investments LLC, Ziegler Capital Management, Red Granite Advisors LLC, and Robert Baird & Co. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management that integrates internally managed strategies and third-party managers across multiple asset classes. The firm provides a range of services such as discretionary and non-discretionary management, financial planning, and family office solutions.

Anthony Jones is a CFA® charterholder based in Milwaukee, WI, with 14 years of industry experience. He has worked at Robertson Stephens since 2026 and previously spent 20 years at Alpha Investment Consulting Group, LLC. Robertson Stephens serves individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans by providing discretionary and non-discretionary portfolio management, investment consulting, and planning services. The firm employs a range of investment strategies overseen by its Investment Office and Committee, managing $8.76 billion in assets as of December 31, 2025.

Breton Almstedt is a financial advisor at Johnson Wealth Inc. with one year of industry experience. He holds a Series 65 designation and has been a dual employee of Johnson Wealth Inc. and Johnson Bank since 2004, where he serves as Vice President and Service Manager for Retirement Plan Services. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, and institutional clients. 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) participants like airline pilots.

Christopher Wacker is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Global View Capital Management, SCF Investment Advisors, and Guardian Life Insurance Co. of America. Outside of advising, he works part-time in freight logistics and has managed self-employed real estate investments since 1978. Encompass More Asset Management primarily 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.

Benjamin Irons is an advisor at NorthRock Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining NorthRock, he worked at Vantage Financial Partners, LLC and held various roles in hospitality and administrative offices. NorthRock Partners offers comprehensive wealth management and advisory services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a tailored investment approach focused on asset allocation, diversification, and integrates private market allocations along with AI-supported tax-aware investing and portfolio monitoring.

Joel Vrabel is a CFA® charterholder with 31 years of experience in the investment industry. He currently serves at F L Putnam Investment Management Co. and has previously worked at firms including F/M Investments LLC, Ziegler Capital Management, Red Granite Advisors, and Robert Baird & Co. He is based in Milwaukee, WI. F L Putnam Investment Management Co. provides investment management and advisory services to a diverse client base, including individual investors, institutions, and family offices. The firm employs a team-based approach that integrates both internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.