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🔒 Behind the Scenes: Source TEN

At a shoot with Source TEN, a Milwaukee video production company, every detail matters. The late July shoot was for...

🔒 Getting There: Dan Lindberg

Applied AI Lab director Waukesha County Technical College Age: 36 Hometown: Geneva, IL Education: Bachelor’s in economics and political science with a marketing...

🔒 Scale, succession driving wealth management consolidation

Merit Financial Advisors entered the Wisconsin market in August 2022 by acquiring Sheboygan Falls-based Mersberger Financial Group. The Georgia-based...
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Notable Women in Wealth Management: Joan Klimpel

Joan Klimpel, shareholder and member of the Estate Planning practice at Milwaukee-based Godfrey & Kahn s.c., is a leader...

Notable Women in Wealth Management: Stacy Williams

Stacy Williams, director and senior investment consultant at Baird’s The Hodge Williams Group in Milwaukee, provides investment consulting to...

Notable Women in Wealth Management: Emily Phillips

Emily Phillips, a director and lead financial advisor with Baird’s Phillips Ristau Group in Milwaukee, has extensive experience and...

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