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.

Nolan Mc Intyre is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience at the University of Wisconsin-Madison and the University of Wisconsin-LaCrosse. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments within a core-and-tactical framework.

Brandon Lehman is a CFP® and Series 66-registered advisor with 17 years of industry experience. He is currently with Merit Financial Advisors and previously worked at Annex Wealth Management, Mariner Wealth Advisors, Russell Financial Services, Russell Investment Management Company, and Thrivent Investment Management. Outside of his advisory role, he serves as a Company Commander in the Wisconsin Army National Guard and is Vice President of Cerakoting and Hunting Industry Sales at JB Manufacturing. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through centralized sleeves and model portfolios, combining internal management with third-party sub-advisers and offering tailored account arrangements.

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.

Carl Holzem is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at US Bank from 2010 to 2022. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm uses a team-oriented investment process with a core-and-tactical framework that incorporates a variety of asset types and strategies, and offers comprehensive wealth management and financial planning services.

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.

Granthem Beck is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Annex Wealth Management, LLC and has previously worked at Liberty Financial Group, Inc., RMB Capital Management, LLC, and 5C Capital Management, LLC. He also has experience outside traditional advisory roles, including a position at Rivermoor Golf Club and time at the University of Wisconsin Parkside. Annex Wealth Management serves a diverse client base including individuals, high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm uses a team-driven, core-and-tactical investment approach with multiple service models and holds unique affiliations such as a controlling interest in a CPA firm and an affiliated insurance agency that supports a charitable foundation.

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.

Mitchell Vanden Heuvel is a financial advisor at Annex Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Thrivent and Humana Insurance. Annex Wealth Management serves a diverse client base including individual and high-net-worth households, pension plans, trusts, corporations, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies and offers multiple service models tailored to client needs.

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.

Clayton Beilfuss is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at Johnson Financial Group, Altra Federal Credit Union, and Associated Bank. Outside of finance, he has worked in community and fitness roles, including at the YMCA and Westwood Health and Fitness. Annex Wealth Management is a multi-team SEC-registered firm managing approximately $8.05 billion for about 9,800 clients across various types of accounts. The firm uses a team-oriented investment process blending ETFs, mutual funds, equities, fixed income, options, and alternatives, offering discretionary management and financial planning services to individuals, institutions, and charitable organizations.

Edward Devinger is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including over a decade with Great Valley Advisor Group and LPL Financial. Devinger is also involved with Next Level Planning & Wealth Management. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across multiple platforms.

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.

David Panitzke is a CFP® and Series 65 credentialed advisor at Annex Wealth Management, LLC with one year of industry experience. Prior to his current role, he held positions at First Midwest Bank, Northshore Bank, and worked with St. Paul's Lutheran Church. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base including individuals, high-net-worth households, pension plans, trusts, corporations, and government agencies. The firm uses a team-driven investment approach with a core-and-tactical philosophy and offers multiple service models tailored to client needs, alongside affiliated tax preparation and insurance services.

Evan Jahnke is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Annex, he worked in various roles at Northwestern Mutual from 2024 to 2026 and served in the Armed Forces from 2015 to 2019. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management for a diverse client base including individuals, pension plans, and government agencies. The firm employs a team-driven investment approach with multiple service models and offers affiliated services such as tax preparation and insurance through related entities.

Derek Felske is a CFA® charterholder with 18 years of industry experience. He has been with Annex Wealth Management, LLC since 2011 and previously worked at H. Beck, Inc. from 2011 to 2018. Outside of his advisory work, he serves as an executor for the Cora Arden Trust. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process that integrates ETFs, mutual funds, equities, fixed income, options, and alternative investments, and it offers comprehensive wealth management, financial planning, and retirement consulting services.

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.