Justin Dahl is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 65 and Series 66 licenses. He has over 20 years of industry experience, including roles at U.S. Bank, UMB Fund Services, and Associated Trust Company. Dahl is also a senior vice president and wealth advisor at Johnson Bank, an investment-related affiliate. 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, using proprietary methodologies and offering a range of investment strategies including private investments and 401(k) discretionary management for airline pilots.

Roger Rama is a CFA® charterholder and Series 63 licensed advisor with seven years of experience at Silvercrest Asset Management Group LLC and four years at Cortina Asset Management. He is based in Milwaukee, WI. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions, managing over $28 billion in assets. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, alongside proprietary valuation tools and integrated quantitative risk analytics.

Nicole Gronholz is a CFP® professional with seven years of experience in financial advising. She has been with CliftonLarsonAllen Wealth Advisors, LLC since 2016. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios that include mutual funds and ETFs, combining both active and passive strategies with oversight from an Investment Committee.

Stuart Friberg is a financial advisor with Harbour Investments, Inc. holding Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Harbour, he worked at Northwestern Mutual in various roles and is also involved as a children's ministry assistant at Open Door Bible Church. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering portfolio management, financial planning, and various advisory services tailored to individual adviser strategies.

Matthew Morzy is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2025. His prior experience includes roles at Annex Wealth Management, H. Beck, Inc., and SCOTTRADE. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in assets. The firm provides coordinated wealth-management services with an investment approach centered on long-term, diversified portfolios managed through centrally managed sleeves and standard models, allowing for advisor customization.

John Jonas is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and 24 years of industry experience. He has been with Great Valley Advisor Group since 2016 and affiliated with LPL Financial since 2015. Outside of his advisory work, he is a commissioned notary public in Wisconsin. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers across various platforms.

Richard Burling is a CFA charterholder with 24 years of industry experience. He is currently with F L Putnam Investment Management Co. and has prior experience at Ziegler Capital Management, LLC and F/M Investments LLC. Burling holds Series 63 and Series 66 licenses. F.L. Putnam Investment Management Co. serves a diverse client base including individuals, institutions, foundations, and registered investment companies. The firm offers a range of investment management and advisory services, utilizing both internally managed strategies and third-party managers across multiple asset classes within a strategic asset allocation framework.

Paul Tourville is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Great Valley Advisor Group since 2016 and concurrently associated with LPL Financial, LLC since 2015. Tourville is also involved with Next Level Planning & Wealth Management in Brookfield, WI. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a mix of in-house strategies and third-party managers or platforms such as LPL, Fidelity, Schwab, and SEI.

Beau Gross is a financial advisor at Annex Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Lido Advisors, LLC and Pegasus Partners. His background also includes roles outside finance, such as positions at Costco Wholesale and the University of Wisconsin - Oshkosh. Annex Wealth Management offers 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 various asset classes and provides multiple service models to accommodate different client needs.

Graham Kessel is a Series 66 registered financial advisor with 12 years of industry experience. He is currently with Johnson Wealth Inc. and Johnson Bank in Milwaukee, WI, where he serves as an assistant vice president and wealth advisor. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Johnson Wealth is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, advising over $10 billion in client assets across high-net-worth individuals, families, trusts, foundations, 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.

David Johnson is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Harbour Investments since 2016. In addition to his advisory role, he operates a marketing and prospect identification business under the name ClearStep Financial, which is not investment related. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and utilizes a variety of investment approaches through both in-house and third-party managers.

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.

William Lamborne is a financial advisor at Annex Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual Investment Services and New York Life Insurance Company. Lamborne also 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, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-based investment process that combines core and tactical strategies across various asset classes and offers multiple service models tailored to different 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 in Brookfield, WI, with four years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Annex Wealth Management, she worked at Cetera Advisor Networks and The Benefits Companies, Inc., and spent over a decade at LifeTouch National School Studios. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities, offering comprehensive wealth management, discretionary portfolio management, and goals-based financial planning through a team-oriented investment process.

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.

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.