Sarah Kyle is a financial advisor at Annex Wealth Management, LLC with 21 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at BMO Harris Private Bank, TIAA-CREF, and RBC Capital Markets. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process using a core-and-tactical framework across multiple asset classes and offers comprehensive wealth management, financial planning, and discretionary portfolio management services.

Jeffrey Stanich Jr. is a CFP® professional with seven years of industry experience, currently serving at Annex Wealth Management, LLC since 2020. His prior roles include positions at Nadler Financial Group, Ausdal Financial Partners, and Northwestern Mutual. Outside of advising, he is an owner of a Chicago Board of Trade full seat, which he has leased since 2017. Annex Wealth Management is an SEC-registered advisory firm managing over $8 billion for nearly 10,000 clients, including individuals, pensions, charitable organizations, and corporate entities. The firm employs a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options, and alternative investments within a discretionary management framework, alongside integrated accounting and insurance services.

Matt Porter is a financial advisor with Arkadios Wealth Advisors in New Berlin, WI, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Triad Advisors, Inc. from 2016 to 2018. Outside of investment advisory, he owns a business selling and servicing fixed insurance products and occasionally buys and sells collectibles. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of managed account options, access to third-party money managers, and financial planning. The firm employs an integrated model combining a network of advisory legal entities, an affiliated broker-dealer, and an internal portfolio team to support advisors and clients.

Patricia Beine is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has been affiliated with Harbour Investments and ClearStep Financial since 2016. Outside of her advisory role, she is involved in fixed insurance sales through ClearStep Financial. 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 various account management services, utilizing a variety of investment strategies tailored by individual advisors and approved third-party managers.

Jessica Huerta is a financial advisor at Harbour Investments, Inc. She holds a Series 66 designation and has experience working at The Leist Group, LLC, Wisconsin Preferred Insurance, First Fidelity Home Mortgage, and AT&T. Outside of her advisory role, she is an independent insurance agent and works part-time as a mortgage loan officer. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Jason Herried is a CFA® charterholder with nine years of industry experience. He has worked at Johnson Wealth Inc. since 2016 and holds a dual role as Senior Vice President and Director of Equity Strategy/Portfolio Manager at Johnson Bank. Herried is based in Milwaukee, WI. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, nonprofit and senior living organizations, foundations, endowments, and government entities. The firm employs a long-term, goal-driven approach to asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots.

Thomas Parks is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Annex Wealth Management since 2014 and previously worked at H. Beck, Inc. He serves on the boards of the Independent Business Association of Wisconsin and HPGM, organizations focused on business networking and Hispanic professional community engagement, respectively. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, alternatives, and custom indexing, supported by its affiliated accounting and insurance services and a range of client educational resources.

Lucas Kraft is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2023. He previously worked at Cion Securities, LLC for eight years. Outside of his advisory role, Kraft is active in professional and community organizations, including serving as President of the Financial Planning Association of Wisconsin, volunteering as a financial literacy coach for teenagers, and holding leadership positions in local alumni and community clubs. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies, utilizing a range of instruments such as mutual funds, ETFs, and separately managed accounts.

Robert Beseke is a financial advisor at Belpointe Asset Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Life Insurance Company, Massachusetts Mutual Life Insurance Company, Sage Point, and Freedom Wealth Alliance. Beseke is also involved as a portfolio manager and minority owner in private fund entities under the Trading Edge name. Belpointe Asset Management serves a diverse client base ranging from individual investors to corporations and retirement plans. The firm provides discretionary investment management and financial planning through customized portfolios and a variety of strategies, supported by an extensive network of affiliated businesses and product sponsorships.

Brian Jacobsen is a CFP® and CFA® with 21 years of industry experience. He is currently with Annex Wealth Management, LLC and previously spent 15 years at Allspring Funds Management, LLC. He serves as an Instructor of Practice at Marquette University, teaching courses in economics and finance. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-driven investment approach that integrates core and tactical strategies across various asset classes and offers multiple service models tailored to different client needs.

Lisa Mumper is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds a Series 66 designation and previously worked at Russell Investments for 12 years before joining Harbour Investments and Wealth Distribution Strategies. Outside of her advisory role, she works as a bartender at Reggie & Gerry’s in Cudahy, WI. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a mix of fundamental and technical analysis to construct customized investment strategies and offers model-based solutions through a subscription platform.

Andrew Meyer is a financial advisor with NorthRock Partners, LLC in Elm Grove, WI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Meyer is also a part-owner of businesses providing tax preparation services. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and rebalancing, offering a range of advisory and personal office services including tax preparation and bill pay.

Alexander Stemberger is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 credential and four years of industry experience. His prior work includes roles at Johnson Bank and Northland Securities. He is employed full-time as a Wealth Operations Trade Specialist with Johnson Bank, an investment-related affiliate of Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser managing over $10 billion in client assets for high-net-worth individuals, families, trusts, foundations, and various institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and specialized programs such as a pre-retirement Pilot Program, employing a long-term, purpose-driven investment approach centered on asset allocation, model portfolios, and manager selection.

Maureen Holsen is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Johnson Wealth Inc. in Milwaukee, WI, where she has worked since 2026. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Ehlers Investment Partners, LLC. Johnson Wealth Inc. is an SEC-registered investment adviser serving 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.

Jesse Niederbaumer is a financial advisor at NorthRock Partners, LLC with 26 years of industry experience. He previously worked at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Niederbaumer is a partial owner of VF Tax Service LLC, which provides tax preparation services, and VF Ventures LLC, which manages private equity and pooled investment vehicles. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm uses a tailored, holistic investment approach emphasizing diversification and broad asset allocation, offering both public and private market strategies alongside personal office services such as tax preparation and bill pay.

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.

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.

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.

Michael Mihm is a financial advisor at Annex Wealth Management, LLC with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at H. Beck, Inc. and BMO Harris Bank. Mihm is also involved with Annex Insurance Services LLC, which offers insurance to clients without receiving commissions. Annex Wealth Management is a multi-team advisory firm managing approximately $8.05 billion for nearly 9,800 clients across various segments, including high-net-worth individuals and institutional entities. The firm employs a team-oriented, core-and-tactical investment approach and integrates accounting, tax, and insurance services through affiliated businesses.