Chandra L Hackett

Tanner Russo is a financial advisor at Associated Investment Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Associated Bank, N.A. and several companies in other industries, including JL Business Interiors, Inc. and Keystone Staffing Group LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with a predominantly non-discretionary management approach.

Erin Haugh is a financial advisor at Associated Investment Services, Inc. with 10 years of industry experience. She holds a Series 66 designation and has been with her current firm since 2016. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management.

Micah Snyder is a financial advisor at Packerland Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Integrity Wealth & Financial, LLC, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as vice president of the Wisconsin Weigh In Club, promoting wrestling and supporting training activities, and is involved in youth sports and community fundraising as president of the Sauk Prairie Sports Boosters and a director with Sauk Prairie Rebels Baseball, Inc. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management, utilizing tools such as separately managed accounts and automated rebalancing, while maintaining due diligence and monitoring of third-party managers.

Daily Erickson is a financial advisor with Associated Investment Services, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Before joining Associated Investment Services in 2022, he worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of his advisory role, Erickson is involved in the hospitality industry as a bartender at Murmuring Waters Lodge, a restaurant and tavern in St. Germain, Wisconsin. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating mostly on a non-discretionary basis.

Ann Doty Mitchell is a financial advisor with Advisory Solutions Group, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Cetera and Summit Brokerage Services. Outside of her advisory work, she is involved in small entrepreneurial ventures including production and sales of handmade bows and homemade fudge, as well as operating a reusable litter collection business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm utilizes a diversified investment approach combining quantitative, momentum, and fundamental analysis, and offers portfolio management, financial planning, and consulting services.

Donald Brovick is a financial advisor with Principal Financial Services in Cazenovia, WI, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2016. In addition to his advisory role, Brovick serves as a Bank/Trust Officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.