Steven G Westenberg

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.

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 CFP® and ChFC® with 20 years of industry experience. He is affiliated with Equity Services, Inc. and has prior experience with National Life Group, Mass Mutual, and MetLife. He serves as a member of the finance committee for the Green Bay Area Catholic Education School System. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and frequently utilizes third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Edward Degeneffe is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Peshtigo, WI, holding Series 65 and Series 63 licenses and with 15 years of industry experience. His career includes roles at National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. He is co-owner and CFO of Midwest Insurance Solutions, LLC, a Medicare and health insurance business. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Jennifer Grant is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds a Series 66 designation. She has 12 years of industry experience, including roles at Merrill Lynch, Pierce, Fenner & Smith Inc., and several firms owned or operated by herself. Grant serves as an alderman on the Green Bay City Council. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading and specialized instruments, and operates as both a broker-dealer and SEC-registered investment adviser.

Curtis Kuchenberg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include a position at Northwestern Mutual and experience outside of finance at Great North Auto Wash and White's Grocery. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.