Matthew Heling

Ronald Blasczyk is a financial advisor with RB Investment Management Inc. in Little Suamico, WI. He holds Series 63 and Series 66 registrations and has 27 years of industry experience. Prior to founding RB Investment Management in 2022, he worked at Wells Fargo Clearing Services and Wells Fargo Advisors for a combined 11 years. RB Investment Management Inc. provides discretionary asset management and standalone financial planning services to individuals and trusts, managing approximately $11.5 million for about two dozen clients. The firm offers customized portfolios using a range of asset allocation strategies and employs multiple analysis methods while assisting clients with selecting and monitoring third-party money managers.

Steven Westenberg is a financial advisor at Packerland Brokerage Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Packerland since 1995. Outside of advising, he serves on Packerland Brokerage’s Board of Directors. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with a range of account management options and manages approximately $909 million in client assets.

Jason Jacobson is a financial advisor at Packerland Brokerage Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Associated Investment Services, Inc. and Thrivent Financial for Lutherans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through a range of managed portfolios and fee-based programs on the Hilltop/Envestnet platform, combining individualized financial planning with discretionary or non-discretionary account management.

Tyler Degeneffe is a financial advisor with Equity Services, Inc. in Green Bay, WI, holding CFP® and ChFC® designations and over 20 years of industry experience. His career includes roles at National Life Group, Mass Mutual Investors Services, and Metlife Securities. He serves on the finance committee for the Green Bay Area Catholic Education School System. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines advisory services with broker-dealer product distribution, utilizing a mix of proprietary and third-party platforms to deliver tailored investment strategies.

Edward Degeneffe is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, Degeneffe is involved in several insurance and financial services ventures, including Medicare sales and co-ownership of Midwest Insurance Solutions, LLC. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm utilizes a combination of proprietary and third-party investment platforms and offers both discretionary and client-approved trading strategies focused on long-term asset allocation and manager-driven model portfolios.

Jennifer Grant is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and several other firms. Grant also serves as an alderman on the Green Bay City Council and is a commissioned notary. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers a range of proprietary and third-party investment platforms and combines advisory services with broker-dealer product distribution.