Michael Arbet

Milestone Investment Advisors LLC (Milestone) is an independent, boutique firm and wealth manager headquartered in Middleton, Wisconsin. The firm was founded in 2013 by Robert Armstrong and Daniel Kauper. Milestone provides portfolio management and financial consulting services to high-net worth individuals.

Johnson Bank (Investment Management) (Johnson Bank-IM) is the investment management division of Johnson Bank, an international financial services company headquartered in Racine, Wisconsin. The firm is a subsidiary of Johnson Financial Group, Inc., a banking and financial services firm. Founded in 2007, Johnson Bank-IM offers banking, trust, insurance and investment solutions to individuals, families and businesses.

BMO Harris Private Banking provides banking services. The firm’s services include wealth planning, banking and borrowing, investment management, trust and estates services, financial care and management, tax planning, business succession and philanthropy. The company is headquartered in Toronto, Canada.

Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI.

A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO.