Jacqueline Ruppel is a financial advisor at Johnson Wealth Inc. with a Series 65 designation and one year of experience at the firm. She has been associated with Johnson Bank since 2012. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing over $10 billion in assets for a wide range of clients including high-net-worth individuals, families, trusts, and institutions. The firm’s investment approach emphasizes long-term asset allocation and manager selection through qualitative and quantitative analysis, and it offers services such as portfolio management, financial planning, and access to private investments.

Stephan Weidman is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been affiliated with various entities within the Global View Capital network since 2010. Outside of advisory services, he has been involved with the Boy Scouts of America for 15 years. 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 centered on momentum, relative strength, and trend-following strategies applied to ETFs and mutual funds, supported by proprietary research and execution infrastructure.

Bronwyn Theisen is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 66 designations with 10 years of industry experience. She has worked at several firms including JPMorgan Chase Bank, J.P. Morgan Securities, PNC Bank, LPL Financial, and BMO Harris Financial Advisors. 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-driven investment approach with a core-and-tactical philosophy and offers multiple service models tailored to different client needs.

Steven Herbst is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab Bank, Charles Schwab & Co., TIAA-CREF, and Strategic Advisers, Inc. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group that manages over $10 billion in assets for high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm emphasizes a long-term, purpose-driven investment approach using asset allocation, model portfolios, and manager selection supported by qualitative and quantitative analysis, and offers services including portfolio management, financial planning, retirement consulting, and access to private investments.

Philip Nybroten is a financial advisor at NorthRock Partners, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Vantage Financial Partners, The Leaders Group, and Principal Securities. Nybroten also engages in insurance sales through VF Insurance LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and ongoing oversight, integrating private market allocations and using AI tools to support tax-aware investing and risk assessment.

Jonathan Henshue is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He has been with Johnson Wealth Inc. since 2015 in various roles. Johnson Wealth is an SEC-registered investment adviser and a subsidiary of Johnson Financial Group, managing over $10 billion in assets for a diverse client base including high-net-worth individuals and institutional investors. The firm’s long-term, purpose-driven investment approach emphasizes asset allocation and manager selection through qualitative and quantitative analysis, and it offers specialized services such as financial planning and a pre-retirement program for airline pilots.

Nicholas Brunsch is an advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 credential and with one year of industry experience. Prior to joining Johnson Wealth, he has held positions at Johnson Bank, U.S. Bank, and several other organizations. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other investment 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.

Walter Fahey is a financial advisor with Harbour Investments, Inc. in Elm Grove, WI, holding a Series 66 designation and one year of industry experience. He has worked with The Leist Group and is also involved with Tally's Tap, a bar in Waukesha, WI. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management, financial planning, and investment services tailored to different approaches and client needs.

Jacob Johnson is a financial advisor with Annex Wealth Management, LLC, holding a Series 65 designation. He has been with Annex Wealth Management since 2024, with prior experience at firms including Baird and Avalerian Capital. Outside of advisory work, he is involved with JTJ Consulting, providing supplemental research for alternative investments. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients across various sectors, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, and alternatives within a core-and-tactical framework, offering comprehensive wealth management and financial planning services.

Andrew Eichel is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, North Shore Bank, Russell Investments, The Vanguard Group, and UMB. Annex Wealth Management serves a diverse client base including individuals, high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-driven investment approach utilizing a core-and-tactical philosophy and offers multiple service models, along with affiliated tax preparation and insurance services through related entities.

Dugan Hettich is a financial advisor with Harbour Investments, Inc. and Nichols Creek Wealth Partners, holding Series 63 and Series 65 designations and has 16 years of industry experience. His prior roles include positions at Pruco Securities, LLC and The Prudential Insurance Company of America. He also works as an independent insurance agent, including involvement with equity indexed annuities. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and access to various investment platforms and third-party managers.

Thomas Bodin is a financial advisor at Harbour Investments, Inc. in Waukesha, WI, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has operated Bodin Financial Services since 2009 and serves as vice president and board member of Bodin, Inc., a family-owned corporation that sells grain cutting boards. Additionally, he owns Clipper Brewing LLC, a microbrewery involved in the manufacturing and distribution of fermented malt beverages. Harbour Investments 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 create customized strategies and offers a range of portfolio management and model-based solutions.

Kent Halleen is a financial advisor at Annex Wealth Management, LLC, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Carroll University, H.O. Bostrom, ADC, and the U.S. Marine Corps. Outside of his advisory work, he is a partner in a family real estate business. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for roughly 9,800 clients, including individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, and alternative investments, and offers comprehensive wealth management and financial planning services.

Taylor Koch is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. He previously worked at R.W. Baird for eight years before joining Johnson Wealth Inc. and Johnson Bank. Johnson Wealth is a subsidiary of Johnson Financial Group, advising over $10 billion in client assets for 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.

John Deroche Jr. is a Series 65-licensed advisor at Annex Wealth Management, LLC with four years of industry experience. His prior roles include positions at Foley & Lardner and Northwestern Mutual, as well as experience in various educational and community organizations. 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, and government agencies. The firm uses a team-driven, core-and-tactical investment approach and offers a range of service models to accommodate different client needs.

Kyle Gilbertson is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He previously worked at Robert W. Baird for twelve years and currently has other business activities including serving as an independent insurance agent and involvement with Two Birds Event Group as an event bartender. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities, offering a range of portfolio management and financial planning services with multiple investment approaches tailored by individual advisers and third-party managers.

Luke Harris is a financial advisor at Crescent Grove Advisors in Milwaukee, WI, holding a Series 65 designation. He has been with Crescent Grove Advisors since 2023 and previously worked at Catholic Financial Life. Harris has no prior industry experience before joining the firm. Crescent Grove Advisors provides integrated wealth management, family office, and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, family offices, and institutional clients. The firm offers financial planning, trust and estate planning, tax and insurance consulting, and discretionary portfolio management across a range of investment vehicles.

Eric Thompson is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, with a Series 65 credential and seven years of industry experience. He worked at Park Bank from 2014 to 2021 before joining Annex Wealth Management, where he has been advising clients since 2021. 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, trusts, and corporate entities. The firm employs a team-oriented investment process that integrates a core-and-tactical framework using ETFs, mutual funds, equities, fixed income, options, and alternative investments, offering comprehensive wealth management and financial planning services.

Shane Olson is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation. He has one year of industry experience, including prior roles at Johnson Bank, UMB Bank, and the University of Wisconsin - Whitewater. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, 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 Fono is a financial advisor at Annex Wealth Management, LLC in Brookfield, WI, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Amazon and US Bank. Annex Wealth Management serves 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 approach combining core and tactical strategies across various asset classes and offers multiple service models tailored to client needs.