Jason Strandberg is a financial advisor at Nicolet Wealth Management with 20 years of industry experience. He holds the Series 66 designation and has previously worked at MidWestOne, LPL Financial, Cetera, and Great Western Bank. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment approach combines fundamental and technical analysis with third-party research and offers discretionary ERISA Section 3(38) fiduciary authority for plan-level implementation.

Chad Terry is a CFP® professional with 27 years of industry experience, currently affiliated with Nicolet Wealth Management in West Des Moines, IA. His prior roles include positions at Legacy Financial Group, Brokers International Financial Services, AMERIPRISE FINANCIAL SERVICES, and Blackrock Investments. Terry serves on the board of Revelton Distilling Company and Junior Achievement of Central Iowa. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm performs investment research and manager selection through an internal team and oversees plan implementation with discretionary fiduciary authority.

Parker Olson is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Jewelers Mutual Group and Festival Foods. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment approach combines fundamental and technical analysis supported by internal research and third-party sources.

Thomas Hart is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 credential with three years of industry experience. Prior to joining Nicolet, he worked at Power Home Remodeling Group and Business Talent Group. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs an internal research team and investment committee to perform investment selection and monitoring, offering services including policy drafting, benchmarking, and participant education.

Anthony Wilhelms is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Nicolet Wealth Management in Green Bay, WI. He has worked at Nicolet Wealth Management since 2016 and previously at Private Client Services from 2018 to 2020. Wilhelms is also a representative for Nicolet Advisory Services, LLC. Nicolet Advisory Services specializes in retirement plan consulting and investment management for plan sponsors and fiduciaries, primarily focusing on 401(k) and 403(b) plans. The firm employs an internal investment research team and a management committee, offering a combination of fundamental and technical analysis and discretionary fiduciary services, and serves a client base that includes banking institutions and municipal plan sponsors.

Nathan Ongemach is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Nicolet Advisory Services, Private Client Services, Nicolet National Bank, and Associated Bank N.A. Nicolet Advisory Services specializes in retirement plan advisory and consulting for plan sponsors and fiduciaries, focusing primarily on participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm provides services including investment policy statement preparation and review, investment selection and monitoring, participant education, benchmarking, and plan service provider support.

Jason Smerchek is a financial advisor with Nicolet Wealth Management in Marinette, WI, holding a Series 65 credential and eight years of industry experience. He has been with Nicolet Advisory Services since 2018 and previously worked at Nicolet National Bank for 12 years. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s approach includes drafting and reviewing investment policy statements, ongoing investment monitoring, benchmarking, and participant education, supported by an internal investment research team and oversight committee.

Mary Hines is a financial advisor with Nicolet Wealth Management, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at LPL Financial LLC from 2016 to 2026 before joining Nicolet Wealth Management. Nicolet Wealth Management provides retirement plan consulting and investment management services primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment process includes research and manager selection performed by an internal team and overseen by an investment committee, utilizing both fundamental and technical analysis alongside third‑party research sources.

Jared Lawatsch is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 designation with two years of industry experience. He has been with Nicolet Wealth Management since 2022 and previously worked in educational roles at the University of Wisconsin - Eau Claire and Neenah High School. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements, offering services including investment policy statement preparation, ongoing monitoring, participant education, and plan service provider support. The firm acts as an ERISA investment manager with discretionary authority and coordinates fiduciary services through Vestwell.

Dirk Ockerlander is a financial advisor at Nicolet Wealth Management with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Midwestone Bank and LPL Financial. Nicolet Advisory Services specializes in retirement plan consulting and investment management for plan sponsors and fiduciaries, primarily focusing on 401(k) and 403(b) plans. The firm utilizes both fundamental and technical analysis in its investment research and serves a distinctive client base including banking and municipal plan sponsors.

April Moeller is a financial advisor with Nicolet Wealth Management, holding a Series 66 designation and two years of industry experience. She previously worked at Nicolet National Bank for 25 years. Outside of her advisory role, Moeller serves as an Emergency Medical Responder for the towns of Bailey’s Harbor and Egg Harbor and participates in financial management for the Egg Harbor Firefighter’s Inc., a nonprofit supporting the local fire department. Nicolet Advisory Services focuses on retirement plan advisory and consulting for defined-contribution plans such as 401(k) and 403(b) arrangements, providing investment policy development, ongoing monitoring, participant education, and fiduciary services through a coordinated team approach.

Dana Mc Vey is a financial advisor at Nicolet Wealth Management in Green Bay, WI, with eight years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at LPL Financial LLC and Capital Credit Union. Mc Vey is also a notary public in Wisconsin. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily to participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements, offering investment policy preparation, monitoring, participant education, and fiduciary services through a structured investment oversight process.

Henry Pfeifer is a financial advisor at Nicolet Wealth Management in Petoskey, MI, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank. Outside of his advisory work, he serves as president of a local adult hockey league and is involved with the Petoskey Area Hockey Association, supporting youth hockey teams. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm offers services including investment policy statement preparation, ongoing investment monitoring, participant education, and plan service provider support, operating with discretionary authority in ERISA investment management.

Andrew Maertz is a financial advisor with Nicolet Wealth Management in Green Bay, WI, holding a Series 66 credential and 12 years of industry experience. His career includes roles at Private Client Services and SII Investments. Outside of finance, he is the founder and owner of Apex Apparel LLC, a business focused on designing and selling professional and athleisure wear. Nicolet Advisory Services specializes in retirement plan advisory and consulting for participant-directed defined-contribution plans, offering services such as investment policy statement preparation, ongoing monitoring, participant education, and fiduciary support. The firm operates under common control with Nicolet National Bank and integrates investment oversight with custody services through Vestwell.

Logan Dorner is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Nicolet, he has worked with Private Client Services and Pruco Securities LLC, among other roles. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements, offering services that include investment policy statement preparation, ongoing monitoring, participant education, and fiduciary support.

Samuel Scheer is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 66 designation with five years of industry experience. His career includes roles at Nicolet Wealth Management, Private Client Services, Nicolet National Bank, The Giersch Group, and the University of Wisconsin-Milwaukee. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm utilizes a combination of fundamental and technical analysis supported by third-party research and serves a distinctive client base that includes banking institutions and municipal plan sponsors.

Daniel Mangold is a financial advisor at Nicolet Wealth Management in Appleton, WI. He holds a Series 66 designation and has recently begun his career in the industry. His prior work experience includes roles at the Federal Deposit Insurance Corporation and Ameriprise Financial, among others. Nicolet Advisory Services provides retirement plan advisory and consulting primarily to plan sponsors and fiduciaries of participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm offers services including investment policy statement preparation, ongoing monitoring, participant education, and plan service provider support, with investment oversight conducted by an internal research team and investment committee.

Ariel Reque is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Nicolet, Ariel worked at CG Advisory Services and several banking institutions including Wells Fargo and Flagstar Bank. Ariel also serves as a Compliance Analyst at CG Advisory Services. Nicolet Advisory Services specializes in retirement plan consulting and investment management for plan sponsors and fiduciaries, focusing primarily on 401(k) and 403(b) plans. The firm employs a research-driven investment approach supported by an internal team and serves distinctive client segments such as banking institutions and municipal plan sponsors.

Joshua Kohnhorst is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 66 designation with six years of industry experience. His career includes roles at Private Client Services, Nicolet National Bank, State Farm Insurance, and Festival Foods. Nicolet Advisory Services specializes in retirement plan advisory and consulting for participant-directed defined-contribution plans, providing investment policy preparation, monitoring, participant education, and fiduciary services with discretionary authority under ERISA.

Darren Grayson is a financial advisor with Nicolet Wealth Management in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. He has worked with Nicolet National Bank since 2015 and has been involved with Nicolet Wealth Management since 2016, along with prior experience at SII Investments. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs a combination of fundamental and technical analysis, supported by third-party research, and serves a distinctive client base that includes banking institutions and municipal plan sponsors.

Peter Schaefer is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Nicolet Wealth Management. His prior roles include positions at Legacy Private Trust Company and J.P. Morgan Securities LLC. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily for participant-directed defined-contribution plans, offering investment policy development, ongoing monitoring, participant education, and fiduciary services. The firm operates under Nicolet Bankshares, Inc. and utilizes an internal investment research team alongside third-party custody arrangements in delivering its services.

Justin Regnier is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Nicolet Wealth Management, where he has worked since 2021. Prior to that, he spent five years at WoodTrust Bank in various advisory roles. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries, offering services including investment policy statement drafting, ongoing monitoring, benchmarking, participant education, and rollover assistance. The firm conducts investment research through an internal team and accepts discretionary ERISA Section 3(38) fiduciary authority when engaged as an investment manager.

Erik Zurek is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Nicolet Wealth Management since 2023. Prior to joining Nicolet, he worked at Guggenheim Partners from 2016 to 2023. Nicolet Wealth Management is a multi-team firm that provides retirement plan advisory and consulting services primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm offers investment policy development, ongoing monitoring, participant education, and fiduciary services through its coordinated team and research oversight.

Kyle Brunette is a financial advisor at Nicolet Wealth Management in Green Bay, WI, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services and Bank of Luxemburg. In addition to his advisory work, he serves as a power of attorney for his mother's investment account. Nicolet Advisory Services provides retirement plan consulting and investment management primarily to 401(k) and 403(b) plan sponsors and fiduciaries. The firm uses a combination of internal research and third-party sources to support its investment decisions and serves a range of clients including banking institutions and municipal plan sponsors.

Barry Martzahl is a CFP® with 40 years of experience in the financial services industry. He is currently a financial advisor at Nicolet Wealth Management and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Martzahl serves as a board member and finance committee member for the Boys & Girls Club of Green Bay and is involved with the Green Bay Area Catholic High School Foundation. Nicolet Advisory Services specializes in retirement plan advisory and consulting for plan sponsors and fiduciaries, focusing primarily on participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm provides investment policy development, monitoring, participant education, and acts as an ERISA investment manager with discretionary authority.

Alexis Mc Carthy is a CFP® with two years of industry experience, currently advising at Nicolet Wealth Management. Prior to joining Nicolet, Alexis worked at Private Client Services and held roles at the State of Wisconsin Department of Revenue and Door County Medical Center. Outside of financial advising, Alexis is a gymnastics instructor for young children at the Door County YMCA. Nicolet Wealth Management provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors, utilizing internal research and third-party sources to support investment decisions. The firm operates under the ownership of Nicolet Bankshares, Inc. and serves a range of clients including banking institutions and municipal plan sponsors.

Eric Martzahl is a CFP® professional with 11 years of experience in financial advisory services. He currently works at Nicolet Wealth Management and has previously held roles at Morgan Stanley and Ameriprise Financial Services. He serves on the finance committee of Notre Dame Academy, a Catholic high school in Green Bay, WI. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm offers investment policy development, ongoing monitoring, participant education, and fiduciary services, operating under common control with Nicolet National Bank.

John Horak is a financial advisor with Nicolet Wealth Management in Green Bay, WI. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2025. His prior work includes roles at Northwestern Mutual and involvement with the University of Wisconsin Football program. Nicolet Advisory Services specializes in retirement plan advisory and consulting for plan sponsors and fiduciaries, focusing on participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm provides services including investment policy statement preparation, ongoing monitoring, participant education, and acts as an ERISA investment manager with discretionary authority.

Jordyn Herzog is a CFP® and Series 65-licensed financial advisor with four years of industry experience, currently with Nicolet Wealth Management in Green Bay, WI. Prior to joining Nicolet Wealth Management in 2022, she worked at Grant Thornton for six years. Nicolet Wealth Management provides retirement plan consulting and investment management primarily to 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs an internal investment research team and committee to guide discretionary ERISA Section 3(38) fiduciary decisions, serving a diverse client base that includes banking institutions and municipal plan sponsors.

Rachel Patterson is a CFP® professional with two years of experience in financial advising, currently with Nicolet Wealth Management in Green Bay, WI. She has worked in various roles within Nicolet Wealth Management and Nicolet National Bank since 2017. Prior to joining the financial industry, she was employed at Walgreens for five years. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements, offering services including investment policy statement preparation, ongoing monitoring, participant education, and fiduciary support. The firm operates under common control with Nicolet National Bank and employs a coordinated approach to investment management and ERISA fiduciary services.

Seth Larreau is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Nicolet Wealth Management and has held prior roles at MidwestOne Bank, Bremer Bank, Bell Bank, and U.S. Bancorp Investments. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs an internal research team and an investment committee to oversee investment selection and offers discretionary fiduciary authority for plan-level management.

Iryna Barkley is a financial advisor at Nicolet Wealth Management with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Securities and Fifth Third Bank. Barkley is based in Petoskey, Michigan. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm offers services including investment policy statement preparation, ongoing investment monitoring, participant education, and plan service provider support.

Adam Henningsen is a CFA® charterholder with three years of industry experience, currently serving at Nicolet Wealth Management in Green Bay, WI. His prior experience includes roles at the University of Wisconsin - Madison and Town Bank. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements, offering investment policy development, monitoring, participant education, and fiduciary services.

Adam Longlais is a CFA® charterholder with 12 years of industry experience. He has been with Nicolet Advisory Services, LLC since 2019 and previously worked at Associated Trust Company for 10 years. He holds the Series 66 license and is based in Green Bay, WI. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm offers services including investment policy statement preparation and review, investment selection and monitoring, and participant education, acting as an ERISA investment manager with discretionary authority when engaged.

Jacob Dinkel is a CFP® professional with seven years of experience in the financial services industry. He has worked at Nicolet Wealth Management and Private Client Services since 2018 and previously held roles at Skyward, SII Investments, The Route-Finance, and UW-Stevens Point. Nicolet Advisory Services, where Jacob is affiliated, provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements, offering services including investment policy statement preparation, ongoing monitoring, participant education, and fiduciary support.

James Magrane is a financial advisor at Nicolet Wealth Management with 9 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with LPL Financial LLC and MidWestOne Bank Investment Services. Nicolet Advisory Services specializes in retirement plan consulting and investment management for plan sponsors and fiduciaries, focusing primarily on 401(k) and 403(b) plans. The firm uses internal research and third-party sources to guide investment decisions and offers discretionary ERISA Section 3(38) fiduciary services.

Tucker Paschen is a CFP® and holds a Series 66 license with four years of industry experience. He has been with Nicolet Wealth Management since 2021 and has prior experience at Nicolet National Bank. Nicolet Advisory Services specializes in retirement plan consulting and investment management for plan sponsors and fiduciaries, focusing primarily on 401(k) and 403(b) plans. The firm employs both fundamental and technical analysis through an internal research team and serves diverse clients including banking institutions and municipal plan sponsors.

Patrick Madson is a CFP® professional with 23 years of industry experience, currently serving with Nicolet Wealth Management in Green Bay, WI. His prior experience includes 15 years at SII Investments, Inc. He is also the managing member of Fruit of the Sea, LLC, a passive investment in a private food distribution business. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements, offering investment policy development, monitoring, participant education, and fiduciary services. The firm operates under the ownership of Nicolet Bankshares, Inc., and utilizes a coordinated approach involving internal investment research and third-party custody arrangements.

Jon Woo is a CFA® charterholder with one year of experience in financial advising, currently with Nicolet Wealth Management. Prior to joining the firm, he worked at United Natural Food Services and Wells Fargo Private Bank. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily for participant-directed defined-contribution plans, including 401(k) and 403(b) arrangements. The firm offers investment policy development, ongoing monitoring, participant education, and fiduciary services with a coordinated custody model.

Shannon Bereza is a financial advisor at Nicolet Wealth Management with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and Edward Jones. Bereza also conducts notary services for the state of Wisconsin. Nicolet Advisory Services provides retirement plan consulting and investment management, primarily serving 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs an internal research team and investment committee to oversee manager selection and offers discretionary ERISA Section 3(38) fiduciary services.

Bridgett Starr is a financial advisor at Nicolet Wealth Management with three years of industry experience. She holds a Series 66 designation and has worked at firms including City National Bank, RBC Capital Markets, and Nicolet National Bank. Starr serves as a board member for the Boys and Girls Club of the Bay & Lakes Region. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm offers services including investment policy statement preparation, ongoing monitoring, participant education, and plan service provider support, acting with discretionary authority when engaged as an ERISA investment manager.

Brian Mccleary is a financial advisor with Nicolet Wealth Management in Green Bay, WI, holding Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at LPL Financial LLC, American Trust, and MidwestOne Bank. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment research and manager selection are conducted by an internal research team and overseen by an investment committee, employing a combination of fundamental and technical analysis along with third-party research.

Sonia Wasniak Bohn is a financial advisor at Nicolet Wealth Management with 21 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Nicolet Advisory Services and Private Client Services in 2019, she worked at U.S. Bancorp Investments, Inc. for nine years. Outside of her advisory role, she assists as an instructor at a martial arts studio. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans, offering services such as investment policy statement preparation, ongoing monitoring, participant education, and plan service provider support. The firm also acts as an ERISA investment manager with discretionary authority and coordinates custody and fiduciary services through Vestwell.

Dalton Guyette is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Nicolet National Bank, Tundraland, Verizon, and Best Buy. Nicolet Advisory Services specializes in retirement plan advisory and consulting for participant-directed defined-contribution plans, providing services such as investment policy statement preparation, ongoing investment monitoring, participant education, and plan service provider support. The firm acts as an ERISA investment manager with discretionary authority and coordinates custody and fiduciary services through Vestwell.

William Neal is a financial advisor at Nicolet Wealth Management with seven years of industry experience. He holds a Series 65 credential and has worked at several firms, including MidWestOne Bank and First Community Trust. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs both fundamental and technical analysis in its investment research and serves a client base that includes banking institutions and municipal plan sponsors.

Jason Johnson is a financial advisor at Nicolet Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including SII Investments and Nicolet National Bank. Outside of his advisory role, he is a silent investor in a food distribution company through Fruit of the Sea, LLC. Nicolet Advisory Services specializes in retirement plan advisory and consulting for participant-directed defined-contribution plans, providing services such as investment selection and monitoring, participant education, and fiduciary support. The firm operates under common control with Nicolet National Bank and employs an internal investment research team for portfolio management.