Andrew Meyer is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with NorthRock Partners, LLC, where he has worked since 2026. His prior experience includes roles at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Outside of advisory work, Meyer is a partial owner of entities providing tax preparation services. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, frequently utilizing independent managers and incorporating private market investments into client portfolios.

Alexander Stemberger is a CFP® and Series 65 designated advisor with Johnson Wealth Inc. in Milwaukee, WI, bringing four years of industry experience. His prior roles include positions at Northland Securities and The Legend at Brandybrook. He is also employed full-time as a Wealth Operations Trade Specialist at Johnson Bank. 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 advisers. The firm focuses on a long-term, purpose-driven investment approach that emphasizes asset allocation, model portfolios, and manager selection through qualitative and quantitative analysis.

Thomas Michalowski is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and six years of industry experience. He has worked with several firms, including Thrive Wealth Group and Portfolio Medics. In addition to his advisory role, he operates as an independent insurance agent. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach to manage client investments.

Maureen Holsen is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Johnson Wealth Inc. in Milwaukee, WI, where she has worked since 2026. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Ehlers Investment Partners, LLC. Johnson Wealth Inc. is an SEC-registered investment adviser serving 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, supported by both qualitative and quantitative analysis.

Jesse Niederbaumer is a financial advisor with NorthRock Partners, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at Vantage Financial Partners, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Outside of advising, he is involved in managing tax preparation services and private equity funds through several related business ventures. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and using AI tools alongside human oversight.

Joseph Maier is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation and seven years of experience at Johnson Wealth and Johnson Bank. Prior to joining Johnson, he worked in legal roles at Foley & Lardner and O'Neil, Cannon Law Firm. He serves as Senior Vice President and Director of Wealth Strategy at Johnson Bank, a dual role alongside his advisory duties. Johnson Wealth is an SEC-registered investment adviser managing over $10 billion in client assets for 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, and it provides both discretionary and non-discretionary portfolio management along with specialized financial planning services.

Michael Stewart is a CFA® charterholder with 30 years of industry experience. He has been with Dana Investment Advisors, Inc. and Ohio National Life Insurance since 2001. His credentials also include Series 63 and Series 65 licenses. 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 emphasizes relative-value equity selection and fixed-income strategies, integrating ESG screening and accommodating client-directed social or faith-based exclusions.

Ronald Alberts Jr. is a CFA® charterholder with 20 years of industry experience. He has worked at Johnson Wealth Inc. since 2017 and previously operated Alberts Investment Management Inc. from 2005 to 2017. Outside of his advisory role, he provides conference-planning services for the Annual Municipal Bond Buyers Conference, handling contract negotiations, topic and speaker selection, and fee collection. Johnson Wealth Inc. serves high-net-worth individuals, families, trusts, nonprofit and senior living organizations, foundations, endowments, businesses, government entities, and other advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies, offering a range of portfolio management and consulting services.

Damir Hadzalic is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with seven years of industry experience. He holds the Series 65 designation and has worked at Johnson Wealth Inc. since 2018 and Johnson Bank since 2022. Prior to that, he spent 15 years at Waukesha State Bank. In addition to his advisory role, he serves as Vice President and Fixed Income Portfolio Manager at Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, institutions, and other investment advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing a proprietary multivariate scoring methodology and qualitative frameworks, and offers specialized programs such as discretionary management for airline pilots’ 401(k) accounts.

Michael Mihm is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI. He holds the ChFC® designation and has 32 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management, BMO Harris Bank, and H. Beck, Inc. He is also involved with Annex Insurance Services LLC, which offers insurance solutions to clients without receiving commissions. 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, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies across multiple asset classes and offers various service models tailored to different client needs.

David Dauchy is a CFA® charterholder with four years of industry experience, currently serving as Senior Vice President and Wealth Portfolio Manager at Johnson Wealth Inc. and its affiliate Johnson Bank in Milwaukee, WI. He previously worked at PNC Private Bank for 13 years. 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, as well as other investment advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary scoring methodologies and a qualitative framework to implement strategies through various investment vehicles and curated private offerings.

Eric Bernal is a financial advisor with Johnson Wealth Inc. in Racine, WI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes roles at Charles Schwab and Johnson Bank. He serves as a full-time portfolio manager and is a dual employee of Johnson Bank and 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, businesses, government entities, and other investment advisers. The firm emphasizes 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 and curated private investment options.

Jacob Vander Galien is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI. He holds a Series 65 designation and has one year of industry experience, including prior work at Northwestern Mutual and Culvers. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves a diverse client base with comprehensive wealth management, discretionary portfolio management, and retirement consulting, employing a team-oriented investment process that integrates ETFs, mutual funds, individual equities, fixed income, options, and alternative investments.

Dominic Ceci is a CFA® charterholder with three years of industry experience, currently serving at Johnson Wealth Inc. in Milwaukee, WI. He has held roles at Johnson Wealth Inc. and Johnson Bank since 2022 and was previously employed at U.S. Bank for ten years. Outside of his financial career, he assists his spouse with administrative tasks at Awaken Life Family Chiropractic LLC. 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 focuses on 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.

Austin Grandinetti is a CFP® with five years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC. He has held prior roles at Morgan Stanley and Robert W. Baird. Outside of finance, his background includes positions in diverse industries such as Red Bull North America and the University of Wisconsin Athletic Department. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management for a varied client base, including high-net-worth individuals, pension plans, charitable organizations, and government agencies. The firm employs a team-driven investment process and offers multiple service models tailored to different client needs, supported by distinctive affiliations including a CPA firm and an insurance services affiliate.

Heather Shutta is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 designation with nine years of experience at the firm. Prior to joining Annex, she worked at Aldi and the University of Wisconsin Oshkosh. 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, charitable organizations, and government agencies. The firm employs a team-based investment approach using a core-and-tactical philosophy and offers multiple service models tailored to clients’ varying needs.

Noi Sayaovong is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining Annex in 2020, he worked for Voit & Company, LLC for 10 years. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion across a diverse client base, including individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments, and offers comprehensive wealth management, retirement consulting, and a goals-based online service called Annex Ignite.

David Spano is a CFP® with 37 years of experience in financial advising at Annex Wealth Management, LLC. He has held roles at Annex Tax Services, LLC, Annex Insurance Services, LLC, and H. Beck, Inc. Spano is a member of Annex Insurance Services, an entity involved in the sale of non-registered insurance contracts. Annex Wealth Management is an SEC-registered advisory 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 featuring a core-and-tactical approach with diversified asset classes and offers a range of services including comprehensive wealth management, discretionary portfolio management, and retirement consulting.

Kevin Seufzer is a financial advisor with Harbour Investments, Inc. and ClearStep Financial, holding Series 63 and Series 65 licenses. He has 23 years of industry experience and has been with Harbour Investments since 2016. Outside of his advisory role, he is a partner in ClearStep Financial, where he facilitates contracts and commission payouts related to fixed insurance products. 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, employing various investment approaches tailored by individual advisors and third-party managers.

Susan Baran is a CFP® professional with 12 years of industry experience. She is currently a wealth advisor at Johnson Wealth Inc. and Johnson Bank in Milwaukee, WI, having previously worked at PNC Private Bank for 10 years. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, and other entities. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots and curated private investment options.