David Pagel is a CFP® professional with 10 years of industry experience, currently serving at Harbour Investments, Inc. and Pagel Wealth Management since 2021. His prior experience includes roles at Pagel Financial Group and R.M. Stark & Co, Inc. He also operates a professional photography business specializing in landscape photos. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing a range of strategies including fundamental and technical analysis to construct customized portfolios using mutual funds, ETFs, fixed income, annuities, and other instruments.

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.

Aaron Armstrong is a financial advisor at Saxony Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at LaSalle St Investment Advisors, LaSalle St Securities, and ZMI. In addition to his advisory work, Armstrong is an associate professor of engineering at the Milwaukee School of Engineering and operates an engineering consulting business, Armstrong Engineering, LLC. 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 range of investment strategies, including fundamental, technical, and quantitative analysis.

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.

Jeffrey Butler is a financial advisor with Global View Capital Management LLC in Waukesha, Wisconsin. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. His prior roles include work at Nextstep Financial Wellness, Fortune Financial Services, and Uvest Financial Services Group. Outside of advisory services, he manages operations for Butler Tree and Land LLC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm emphasizes a quantitative investment approach using technical analysis applied to ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

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.

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.

Philip Schweik is a financial advisor with Global View Capital Management LLC, holding a Series 65 designation and nine years of industry experience. He has been associated with multiple Global View entities since 2015 and operates a fishing guide service under the name Hooksetters. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and manages models to specific objectives rather than individual customization.

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.

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.

Aaron Schmanski is a financial advisor with Hilltop Securities Inc. in Grafton, WI, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at LPL Financial, First Business Bank, Piper Jaffray & Co., and BOK Financial Securities. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering a range of managed account programs, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities, delivering services on an open-architecture platform with both discretionary and non-discretionary management options.

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.

Shane Rockweiler is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2015. Outside of advisory work, he is involved in insurance sales through his roles with Rockweiler & Jorandby Solutions LLC and as a one-third owner of 32Thirty Health Solutions LLC, which sells various health insurance products including Medicare plans. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and utilizes third-party money managers through a platform relationship with Envestnet.

Derek Kohn is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Midland National and Ergo Bank, as well as various affiliated firms within the Global View Capital group. Outside of his advisory role, he serves as treasurer of American Legion Post #395, a nonprofit military veterans organization. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate, AdvisorGuide, LLC.

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.

Monica Tennie is a financial advisor at Global View Capital Management LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple entities affiliated with Global View since 2010. Outside of her advisory role, she owns and operates the Lawson House Bed & Breakfast. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and model-driven portfolio management.

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.

Michael Schelble is a CFA® charterholder with 27 years of industry experience. He has been with Provident Trust Company in Waukesha, WI since 1999. Provident Trust Company provides investment advisory, fiduciary, and custody services to a diverse client base that includes individuals, trusts, estates, corporations, and investment companies. The firm employs a multi-cap, "Growth at Reasonable Prices" equity discipline with focused portfolios and balanced strategies, combining bottom-up stock selection with top-down economic forecasts.