Jeffrey Stanich Jr. is a CFP® professional with seven years of industry experience, currently serving at Annex Wealth Management, LLC since 2020. His prior roles include positions at Nadler Financial Group, Ausdal Financial Partners, and Northwestern Mutual. Outside of advising, he is an owner of a Chicago Board of Trade full seat, which he has leased since 2017. Annex Wealth Management is an SEC-registered advisory firm managing over $8 billion for nearly 10,000 clients, including individuals, pensions, charitable organizations, and corporate entities. The firm employs a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options, and alternative investments within a discretionary management framework, alongside integrated accounting and insurance services.

Matt Porter is a financial advisor with Arkadios Wealth Advisors in New Berlin, WI, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Triad Advisors, Inc. from 2016 to 2018. Outside of investment advisory, he owns a business selling and servicing fixed insurance products and occasionally buys and sells collectibles. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of managed account options, access to third-party money managers, and financial planning. The firm employs an integrated model combining a network of advisory legal entities, an affiliated broker-dealer, and an internal portfolio team to support advisors and clients.

Patricia Beine is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has been affiliated with Harbour Investments and ClearStep Financial since 2016. Outside of her advisory role, she is involved in fixed insurance sales through ClearStep Financial. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and various account management services, utilizing a variety of investment strategies tailored by individual advisors and approved third-party managers.

Jessica Huerta is a financial advisor at Harbour Investments, Inc. She holds a Series 66 designation and has experience working at The Leist Group, LLC, Wisconsin Preferred Insurance, First Fidelity Home Mortgage, and AT&T. Outside of her advisory role, she is an independent insurance agent and works part-time as a mortgage loan officer. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Jason Herried is a CFA® charterholder with 10 years of industry experience, currently serving as a portfolio manager at Johnson Wealth Inc. in Milwaukee, WI since 2016. He also holds a senior role as Director of Equity Strategy and portfolio manager at Johnson Bank, where he has worked since 2015. Johnson Wealth Inc. is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing over $10 billion in assets for high-net-worth individuals, families, trusts, and institutional clients. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection through both qualitative and quantitative analysis.

Thomas Parks is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Annex Wealth Management since 2014 and previously worked at H. Beck, Inc. He serves on the boards of the Independent Business Association of Wisconsin and HPGM, organizations focused on business networking and Hispanic professional community engagement, respectively. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, alternatives, and custom indexing, supported by its affiliated accounting and insurance services and a range of client educational resources.

Robert Beseke is a financial advisor at Belpointe Asset Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Life Insurance Company, Massachusetts Mutual Life Insurance Company, Sage Point, and Freedom Wealth Alliance. Beseke is also involved as a portfolio manager and minority owner in private fund entities under the Trading Edge name. Belpointe Asset Management serves a diverse client base ranging from individual investors to corporations and retirement plans. The firm provides discretionary investment management and financial planning through customized portfolios and a variety of strategies, supported by an extensive network of affiliated businesses and product sponsorships.

Brian Jacobsen is a CFP® and CFA® with 21 years of industry experience. He is currently with Annex Wealth Management, LLC and previously spent 15 years at Allspring Funds Management, LLC. He serves as an Instructor of Practice at Marquette University, teaching courses in economics and finance. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-driven investment approach that integrates core and tactical strategies across various asset classes and offers multiple service models tailored to different client needs.

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.

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 at Annex Wealth Management, LLC with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at H. Beck, Inc. and BMO Harris Bank. Mihm is also involved with Annex Insurance Services LLC, which offers insurance to clients without receiving commissions. Annex Wealth Management is a multi-team advisory firm managing approximately $8.05 billion for nearly 9,800 clients across various segments, including high-net-worth individuals and institutional entities. The firm employs a team-oriented, core-and-tactical investment approach and integrates accounting, tax, and insurance services through affiliated businesses.

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.

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.