Philip Nybroten is a financial advisor at NorthRock Partners, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Vantage Financial Partners, The Leaders Group, and Principal Securities. Nybroten also engages in insurance sales through VF Insurance LLC. NorthRock Partners provides 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 broad asset allocation, diversification, and ongoing oversight, integrating private market allocations and using AI tools to support tax-aware investing and risk assessment.

Jonathan Henshue is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He has been with Johnson Wealth Inc. since 2015 in various roles. Johnson Wealth is an SEC-registered investment adviser and a subsidiary of Johnson Financial Group, managing over $10 billion in assets for a diverse client base including high-net-worth individuals and institutional investors. The firm’s long-term, purpose-driven investment approach emphasizes asset allocation and manager selection through qualitative and quantitative analysis, and it offers specialized services such as financial planning and a pre-retirement program for airline pilots.

Nicholas Brunsch is an advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 credential and with one year of industry experience. Prior to joining Johnson Wealth, he has held positions at Johnson Bank, U.S. Bank, and several other organizations. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other investment advisers. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analysis.

Walter Fahey is a financial advisor with Harbour Investments, Inc. in Elm Grove, WI, holding a Series 66 designation and one year of industry experience. He has worked with The Leist Group and is also involved with Tally's Tap, a bar in Waukesha, WI. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management, financial planning, and investment services tailored to different approaches and client needs.

Dugan Hettich is a financial advisor with Harbour Investments, Inc. and Nichols Creek Wealth Partners, holding Series 63 and Series 65 designations and has 16 years of industry experience. His prior roles include positions at Pruco Securities, LLC and The Prudential Insurance Company of America. He also works as an independent insurance agent, including involvement with equity indexed annuities. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and access to various investment platforms and third-party managers.

Taylor Koch is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. He previously worked at R.W. Baird for eight years before joining Johnson Wealth Inc. and Johnson Bank. Johnson Wealth is a subsidiary of Johnson Financial Group, advising over $10 billion in client assets for 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.

Luke Harris is a financial advisor at Crescent Grove Advisors in Milwaukee, WI, holding a Series 65 designation. He has been with Crescent Grove Advisors since 2023 and previously worked at Catholic Financial Life. Harris has no prior industry experience before joining the firm. Crescent Grove Advisors provides integrated wealth management, family office, and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, family offices, and institutional clients. The firm offers financial planning, trust and estate planning, tax and insurance consulting, and discretionary portfolio management across a range of investment vehicles.

Shane Olson is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation. He has one year of industry experience, including prior roles at Johnson Bank, UMB Bank, and the University of Wisconsin - Whitewater. Johnson Wealth is an SEC-registered investment adviser serving 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, supported by both qualitative and quantitative analysis.

Jerome Neary III is a CFP®-designated financial advisor at Core Planning with 12 years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services and SVA Wealth Management, LLC. Core Planning is a fee-only firm serving individual and high-net-worth clients with financial planning, wealth management, and ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated tools to manage asset allocation and conducts regular reviews tailored to clients’ objectives and risk tolerance.

Steven Lilly is a CFA® charterholder with 15 years of industry experience. He currently works at Silvercrest Asset Management Group LLC, where he has been since 2019. Prior to that, he spent 12 years at Cortina Asset Management. Silvercrest Asset Management Group provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, offering a range of services including separately managed accounts, OCIO, and risk advisory work.

John Fonaas is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 66 designations and possessing 15 years of industry experience. His prior roles include positions at Russell Investments and Transamerica Life Insurance Company. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm integrates discretionary and non-discretionary investment services with multidisciplinary planning through its parent company, emphasizing both strategic asset allocation and tactical adjustments.

Justin Landreman is a financial advisor at Johnson Wealth Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at U.S. Bank and The Boldt Company. Landreman serves as Vice President and Portfolio Manager at Johnson Bank, an investment-related affiliate of Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing approximately $10.35 billion in client assets. The firm serves high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other advisers, offering long-term, purpose-driven portfolio management alongside financial planning and specialized programs.

Dustin Wolk is a CFP® professional with 4 years of industry experience, currently serving at Crescent Grove Advisors since 2016. He is based in Milwaukee, WI. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer (OCIO) solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets using a customized investment policy framework that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

Bradley Mazola is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for PNC Investments and PNC Bank from 2010 to 2024. Since 2024, he has served as a Senior Vice President Wealth Advisor at Johnson Bank, concurrently with his role at Johnson Wealth. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in client assets for a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutions. The firm employs a long-term, asset allocation-focused investment approach supported by both qualitative and quantitative analysis, and leverages its affiliation with Johnson Bank to provide integrated wealth and retirement planning services.

Kent Demien Jr. is a CFA® and ChFC® credentialed advisor at Johnson Wealth Inc. in Milwaukee, WI, with eight years of industry experience. He has been with Johnson Wealth since 2016. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in assets for high-net-worth individuals, families, foundations, and other entities. The firm employs a long-term, purpose-driven investment strategy focused on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Kathleen Bilansky is a financial advisor with Kovack Advisors, Inc., holding a Series 66 credential and seven years of industry experience. She has worked at Kovack Securities, Inc. since 2019 and previously was with LPL Financial. Bilansky is also involved in client services management and administrative activities through AJH Wealth Management and Financial Services, LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and governmental entities, utilizing a mix of internally created models and third-party managers for portfolio construction and management.

Brandy Weiberg is a financial advisor at Wealthcare Capital Management LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Wealthcare Capital Management since 2004. Wealthcare Capital Management LLC is an SEC-registered multi-team advisory firm managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight by an Investment Policy Committee.

Robert Leuty is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Dana Investment Advisors, Inc. since 2002. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolios, emphasizing relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity, while integrating ESG screening and client-directed exclusions.

Dennis Webb Jr. is a financial advisor at Associated Investment Services, Inc. in Wauwatosa, WI, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Associated Investment Services since 2005. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers a variety of model portfolio and separately managed account programs through third‑party managers and affiliated entities, operating largely on a non-discretionary basis with integrated services supported by its affiliation with Associated Banc‑Corp and related financial institutions.

Elizabeth Wedward is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with Johnson Wealth since 2016. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in client assets across high-net-worth individuals, families, trusts, and various institutions. The firm’s investment approach emphasizes long-term asset allocation, model portfolios, and manager selection through qualitative and quantitative analysis, offering discretionary and non-discretionary portfolio management along with specialized programs and access to private investments.