Eric Zwicky is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 credentials with two years of industry experience. He has been affiliated with Johnson Wealth Inc. since 2024 and concurrently serves as Vice President-Retirement Plan Services Advisor at Johnson Bank since 2014. 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 advisers. 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) accounts of airline pilots.

Noaman Sharief is a financial advisor with Dana Investment Advisors Inc in Waukesha, WI, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Dana Investment Advisors since 2008. Dana Investment Advisors 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 offers discretionary and non-discretionary equity and fixed-income portfolio management, emphasizing relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity.

William Lamborne is a Series 65-licensed advisor with Annex Wealth Management, LLC, bringing three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and New York Life Insurance Company. He serves as trustee of the Marianne Lamborne Revocable Trust, managing the estate through probate. 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 and offers multiple service models to accommodate various client needs.

Eli Kwas is a CFA® charterholder affiliated with Curi Capital, LLC in Milwaukee, WI. He has one year of experience at Curi Capital and previously worked for Artisan Partners for three years. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies and third-party managers across equities and fixed income.

Eric Liek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. Outside of his advisory role, he is involved in non-variable insurance activities in the Milwaukee area. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers, providing both discretionary and non-discretionary investment management alongside financial planning and retirement consulting.

Brian Kleist is a CFP® professional with 21 years of industry experience. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2017 and previously spent seven years at RUSSELL Investments. Outside of his advisory role, he and his wife own and manage residential rental properties. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with mutual funds and ETFs, incorporates both active and passive strategies, and offers integrated planning through its Private Client Services model.

Martha Kuhn is a financial advisor at Annex Wealth Management, LLC with four years of industry experience. She holds the Series 63 and Series 65 designations. Her work history includes roles at Annex Wealth Management since 2021, Cetera Advisor Networks from 2020 to 2021, and The Benefits Companies, Inc. from 2016 to 2021. 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 combining core and tactical strategies, offering multiple service models and additional services such as pension consulting, sub-advisory, and affiliated tax preparation.

Ryan Van Blarcom is a CFP® and holds a Series 65 license with four years of experience in financial advisory roles. He is currently with Aprio Wealth Management, LLC and previously worked at Annex Wealth Management and U.S. Bank. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and trading strategies, while coordinating with an affiliated CPA firm for accounting and tax referrals.

Robert Du Charme is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at SCF Investment Advisors, Global View Capital Management, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he owns and operates Du Charme Financial Solutions and Du Charme Financial & Business Solutions, providing accounting, tax, and business consulting services. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors rather than corporate or charitable clients.

Kimberly Steinbrenner is a financial advisor at Saxony Capital Management, LLC with 16 years of industry experience. She holds a Series 66 credential and has worked at firms including LaSalle St Investment Advisors and Steinbrenner Financial Group. Outside of her advisory role, she assists with seminars and trust and estate planning through Heartland Organization Ltd. 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 operates a multi-team model with 38 advisors and offers a range of investment strategies alongside third-party advisory and annuity referral services.

John Ceaglske is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including SagePoint Financial, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory role, he is a part-owner of an indoor baseball and softball training facility and is involved in real estate investment ventures, including an LLC focused on revitalization efforts in his hometown. Belpointe Asset Management serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios using a range of investment strategies and supports proprietary funds, real estate syndications, and provides platform services to other advisers.

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.

Emerson Desjardins is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Harbour Investments, he worked at firms including Fisher Investments, Empower Advisory Group, and USAA. 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 multiple investment execution options tailored to advisor and client preferences.

James Sayas is a financial advisor at Encompass More Asset Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, Global View Capital Management, and Royalty Financial Planning and Insurance, among others. Outside of advising, he holds a strategic account executive role at The Craneware Group, a healthcare software company, and serves as a board member of the Wisconsin Alumni Association Waukesha County Chapter. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach that integrates quantitative, qualitative, and fundamental analysis on the Amplify platform.

Brenda Gebhardt is a financial advisor with Harbour Investments, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining Harbour in 2023, she worked at Cetera Advisors LLC and First Allied Advisory Services in various capacities. Outside of advising, she owns and operates Gebhardt Financial LLC and is an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Amy Kiiskila is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC since 2021. Her prior experience includes roles at Northwestern Mutual Investment Management and Michael Best & Friedrich, LLP. Outside of her advisory work, she serves as a trustee of the Barbara Ward Irrevocable Trust and holds board positions with the Women & Girls Fund of Waukesha County and the Catholic Community Foundation. Annex Wealth Management is an SEC-registered firm managing over $8 billion for nearly 10,000 clients across individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, and alternative investments, and offers comprehensive wealth management and financial planning services.

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.

Lori Salyers is a Series 65-licensed financial advisor with Dana Investment Advisors Inc., based in Waukesha, WI. She has 16 years of industry experience and has been with Dana Investment Advisors since 2007. Dana Investment Advisors 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 employs relative-value equity selection and fixed-income strategies that incorporate ESG screening and client-directed exclusions, managing portfolios through separately managed accounts, wrap programs, and model-based platforms.

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.