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.

Nicholas Abt is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Global View Capital Management and its affiliate since 2022. Outside of advisory work, he serves as treasurer for a fraternal organization, Ozaukee Lodge #17, and works as a system analyst II at Fidelity Information Services. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm emphasizes technical and quantitative analysis using proprietary research, managing model portfolios to specific objectives across ETFs and mutual funds with downside risk controls.

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.

Joshua Te Stroete is a financial advisor with Intrua Financial in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial LLC, Harbour Investments, Inc, and Concorde Investment Services, LLC. Outside of his advisory work, he is employed part-time as a high school wrestling coach for Cedar Grove-Belgium High School. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary management, including access to third-party managers and wrap programs.

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.

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.

Daniel Shvartsman is a Series 66 licensed financial advisor with 20 years of experience, currently practicing at Associated Investment Services, Inc. since 2006. He is based in Port Washington, Wisconsin. 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 utilizes third-party model portfolio and separately managed account programs through providers like BlackRock, Envestnet, and Vanguard, and operates as a broker-dealer and insurance agency affiliated with Associated Banc-Corp and related entities.

Nathan Baumann is a financial advisor with Intrua Financial in Brookfield, WI, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Intrua Financial, he worked at Northwestern Mutual and has experience in hospitality as a part-time cook. Baumann also performs contract work assisting Larson Financial Group’s trading team with trading and rebalancing tasks. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized investment strategies, managing approximately $1.76 billion in client assets as of the end of 2024.

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.

Susan Baran is a CFP® professional with 12 years of industry experience. She is currently a wealth advisor at Johnson Wealth Inc. and Johnson Bank in Milwaukee, WI, having previously worked at PNC Private Bank for 10 years. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, and other entities. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots and curated private investment options.

Randy Derbick is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Global View Capital Management since 2014 and also operates Derbick Enterprises, LLC, an investment-related business he has owned since 2000. 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 an established trading and operations infrastructure.

Megan Behnke is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked with several affiliated firms within the Global View Capital network and has served as Treasurer for her local Riverside Elementary School Parent Teacher 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 and model-based portfolio management.

James Hamer is a financial advisor at Global View Capital Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including McDermott Investment Services, Experior Financial Group, and Purshe Kaplan Sterling Investments. Hamer also has a long-standing involvement with Global View Capital Insurance Services, where he sells life, long-term care, and disability insurance. 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, utilizing proprietary research through AdvisorGuide, LLC, which it wholly owns.

Michael Fishman Salnick is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Guthmann Tax Services LLC and EY. Outside of advisory work, he is a partner in a tax and accounting firm in Chicago and has involvement in other non-investment business activities. Harbour Investments serves a diverse client base including individual, trust, pension, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisers and approved third-party managers.

Clayton Tyree is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Harbour Investments, Inc. and has prior experience at NEXT Financial Group, Inc. and The Leist Group, LLC. Outside of his advisory roles, he is an independent insurance agent affiliated with The Leist Group, LLC. Harbour Investments, Inc. provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to construct customized portfolios using various instruments, and offers model-based solutions through a subscription platform.

Joseph Czukas is a financial advisor with Harbour Investments, Inc., holding a Series 66 designation and 23 years of industry experience. He has worked concurrently at Harbour Investments, Czukas, McCall & Assoc., Inc., and Capital Solutions since 2003. Outside of advising, Czukas is involved in community and educational activities, including serving as a volunteer festival coordinator for St. John Vianney Parish, instructing retirement planning courses at the Prepare Institute, and acting as an assistant varsity football coach at Marquette University High School. He also serves on the board of the Conservancy of Healing and Heritage and is a co-owner of a publishing company. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies, offering both discretionary and non-discretionary portfolio management along with model-based solutions through a subscription platform.

Cruz Bernal is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation. He has one year of industry experience, including his current role at Johnson Wealth and prior work at Johnson Bank. Before entering the industry, he spent eight years in full-time education. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing approximately $10.35 billion in assets for a diverse client base including 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, supported by both qualitative and quantitative analysis.

Carl Sellen is a CFP® and Series 66-licensed advisor at Associated Investment Services, Inc. in Brookfield, WI, with 22 years of industry experience. He has been with Associated Investment Services since 2006. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm utilizes model portfolio and separately managed account programs from third-party managers and its affiliate Kellogg Asset Management, serving clients primarily through the Envestnet/NFS platform with a focus on predominantly non-discretionary management.