Nicole Farbo is a CFP® with 12 years of industry experience, currently serving as a wealth advisor at Johnson Wealth Inc. and Johnson Bank. Her prior roles include positions at LPL Financial, Johnson Financial Group, U.S. Bank, and PNC Bank. She is also a commissioned notary in Wisconsin. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, and various institutional clients. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies including discretionary management and curated private investments.

Suzuanne Foster is a CFP® and holds a Series 66 license with 22 years of industry experience. She has worked at OneAscent Financial Services LLC since 2021 and previously spent 16 years at Ameriprise Financial Services, Inc. Foster serves as an election poll worker in her community. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers customized asset management, financial planning, and consulting services through advisor teams and utilizes various model-based and overlay management platforms.

Kathy Ciszewski is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding CFP® and Series 63 credentials. Although she has no prior advisory experience, she has worked at Johnson Bank since 1999 as a Senior Vice President and Private Client Banker. She serves as a dual employee of both Johnson Bank and Johnson Wealth Inc. 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 quantitative and qualitative methodologies.

Trent Martin is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Thrive Wealth Group, Magellan Financial, and United Advisors. In addition to his advisory role, he is involved with Thrive Wealth Group, where he works as a financial professional offering life insurance and annuities. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a range of investment strategies and delivers services through a large network of affiliated offices and representatives.

Jason Yorgensen is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His previous roles include positions at Wells Fargo Clearing and J.P. Morgan Securities. Outside of advising, he owns two ventures focused on luxury assets and investment-related activities. Gateway Wealth Partners serves individuals, corporations, and retirement plans by offering financial planning, wealth management, and retirement plan consulting. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, managing approximately $2.28 billion in assets as of the end of 2025.

Brent Griffin is a financial advisor at Spire Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Merrill Lynch, PNC Investments, and JP Morgan Securities. Outside of his advisory role, he owns The Soap Boxx Company, which manages his household product invention, and serves on the board of the Legacy Reentry Foundation. Spire Wealth Management serves individuals, corporations, trusts, and retirement plans, providing discretionary and non-discretionary portfolio management along with manager-of-managers arrangements. The firm employs a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches to manage approximately $4.5 billion in assets across more than 6,100 clients.

Laura Jocius is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and seven years of industry experience. She has worked at Concorde Asset Management since 2021 and has been associated with related firms including Concorde Investment Services, LLC and TADA Wealth Advisors since 2015. Outside of advising, she holds a role as Vice President at Thornwood Financial, focusing on fee-based financial planning. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm employs individualized asset allocation and model-based portfolio construction, acting as Overlay Manager for its UMA, and offers alternative investment products alongside ERISA fiduciary services.

Thomas Michalowski is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and six years of industry experience. He has worked with several firms, including Thrive Wealth Group and Portfolio Medics. In addition to his advisory role, he operates as an independent insurance agent. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach to manage client investments.

Eric Bernal is a financial advisor with Johnson Wealth Inc. in Racine, WI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes roles at Charles Schwab and Johnson Bank. He serves as a full-time portfolio manager and is a dual employee of Johnson Bank and Johnson Wealth Inc. 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, businesses, government entities, and other investment advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection, using proprietary methodologies and offers specialized programs such as discretionary management for airline pilots’ 401(k) accounts and curated private investment options.

Scott Zempel is a financial advisor at Summit Financial, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Gordon Asset Management and Empower Retirement. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, serving about 17,800 clients. The firm offers a variety of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through both discretionary and consultative approaches.

Jeremy Lohman is a financial advisor with Stephens in Antioch, IL, holding Series 63 and Series 65 licenses, and has 19 years of industry experience. He has been with Stephens since 2012. Outside of his advisory role, Lohman serves as an authorized signatory for a local church and school and works as an independent contractor delivering food services. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Maria Fliess is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Retirement Advocates since 2017, Retirement Wealth Advisors since 2016, and founded Fliess Financial Services, LLC, where she worked from 2006 to 2017. In addition to her advisory roles, Ms. Fliess is an independent insurance broker through Retire Advocates Inc., selling insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm utilizes a range of investment strategies including diversified portfolios of mutual funds, ETFs, stocks, and bonds, combining fundamental, technical, and cyclical analysis to tailor solutions to client objectives and risk tolerance.

Dwight Ower is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 designation and 17 years of industry experience. He previously worked at Mitchell, Vaught and Taylor for 18 years before joining Integrated Advisors Network and Shields Capital Advisors in 2025. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and often utilizes third-party sub-adviser platforms while providing ongoing portfolio oversight.

Anne Coupe is a financial advisor at Simplicity Wealth with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including UBS Global Asset Management, BMO Asset Management, and Aegon USA Investment Management. Outside of her advisory role, she serves on the board of Special Gifts Theatre, a therapeutic theatre program for children and adults with special needs. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, portfolio management, and a managed account platform. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support for other advisers.

James Hill is a CFP® and Series 65 licensed advisor with Apollon Wealth Management, LLC, based in Mount Pleasant, WI. He has three years of industry experience and previously worked at Boardwalk Financial Strategies LLC, Goodwill Industries of SE WI, Mattress Firm, Faithbridge Church, and Carthage College. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, retirement plans, pooled vehicles, and insurance company clients. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment approaches, including ESG models, Direct Indexing, and the use of third-party sub-managers.

Anisa Dunn is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding a Series 65 designation with seven years of industry experience. She has worked at Johnson Wealth Inc. and Johnson Bank since 2018 and previously held a position with Racine County from 2011 to 2018. Dunn also serves as Senior Vice President and Wealth Fiduciary Manager at Johnson Bank. 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 emphasizes 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.

Candice Baker is a financial advisor at Johnson Wealth Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has served as Vice President and Team Lead at Johnson Bank since 2014. Baker has worked at Johnson Wealth Inc. since 2017 and maintains a dual role with Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional organizations. The firm employs a long-term, goal-driven approach to asset allocation and manager selection, utilizing proprietary methodologies and offering services such as discretionary portfolio management and financial planning.

Joshua Zoerner is a financial advisor with Harbour Investments, Inc. He holds the ChFC® designation and has 23 years of industry experience. His prior roles include work at Securities America and MWA Financial Services, and he is the owner of Zoerner Financial. Outside of advising, Zoerner is an author of the book "20 Point System." Harbour Investments serves a broad range of clients, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers various portfolio management and financial planning services, utilizing diverse investment approaches tailored to each advisor and client.

Kevin Tydrick is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding the CFP® designation with one year of industry experience. He has been associated with Johnson Bank since 2015, where he serves as Vice President and Retirement Plan Services Advisor. 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 emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers specialized programs such as discretionary management for 401(k) participants, including airline pilots.

Scott Rescigno is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding Series 63 and Series 65 licenses. He has been with Johnson Wealth Inc. and its affiliate Johnson Bank since 2025. Prior to this, he held roles at NYLIFE Securities LLC, New York Life Insurance Company, and was involved with Rich Harvest Farms, Kishwaukee Country Club, Northern Illinois University, RX3 Communications, and Mt Rose Ski Tahoe. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, foundations, and other entities. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers specialized programs such as discretionary management for airline pilots’ 401(k) accounts.