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.

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.

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.

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.

Joshua Woodbury Phipps is a financial advisor at Johnson Wealth Inc. with one year of industry experience. He holds the Series 65 designation and has worked at firms including Johnson Bank, NorthRock Partners LLC, Vantage Financial Partners, and UMB Fund Services. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing approximately $10.35 billion in client assets. The firm serves high-net-worth individuals, families, trusts, foundations, not-for-profits, business and government entities, and other advisers, offering portfolio management, financial planning, retirement consulting, and access to private investments. Its investment approach emphasizes long-term, purpose-driven strategies based on asset allocation, model portfolios, and manager selection informed by both qualitative and quantitative analysis.

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 at Stephens with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Investment Management before joining Stephens. Outside of his advisory role, Lohman serves as an authorized signatory for Faith Evangelical Lutheran Church and School and works as an independent contractor for food service delivery. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management through various sponsored programs and investment committees.

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 licenses and has worked at firms including UBS Global Asset Management, William Blair, and BMO Asset Management. Outside of her advisory role, she serves on the board of the Special Gifts Theatre, which provides therapeutic theatre programs for children and adults with special needs. Simplicity Wealth serves a diverse client base ranging from individuals and high-net-worth investors to institutional and corporate clients, offering services that include financial planning, retirement plan management, and a managed account platform for advisers. The firm employs a fund-of-funds strategy utilizing ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through its private-label asset management software and back-office services.

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.

Scott Krempley is a financial advisor at Portfolio Medics, LLC in Kenosha, WI, holding a Series 65 designation. He joined the advisory industry in 2026 after prior work experience at Amazon and Uline. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a range of portfolio strategies that combine fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerances.

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 with Johnson Wealth Inc. in Racine, WI, holding Series 63 and Series 65 licenses and one year of industry experience. He has prior experience at NYLIFE Securities LLC and New York Life Insurance Company. Rescigno is also a full-time wealth advisor and dual employee at Johnson Bank. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in assets for high-net-worth individuals, families, trusts, foundations, not-for-profits, business and government entities, and other advisers. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analysis.

Heather Cortez is a financial advisor at &PARTNERS with eight years of industry experience. She holds the Series 66 designation and has worked previously at Old National Bank, LPL Financial, First Midwest Bank, and Chase Bank. &PARTNERS serves a wide range of clients, including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services, employing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.