Brayden Border is a financial advisor at Packerland Brokerage Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Border Financial LLC and served as a district attorney for Centre County. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory and solicitor arrangements. The firm offers both discretionary and non-discretionary account management, utilizing tools such as separately managed accounts and automated rebalancing, and is dually registered as an SEC-registered investment adviser and FINRA broker-dealer.

Gary Goldade is a financial advisor at Packerland Brokerage Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Packerland since 2012. Goldade also operates Goldade Financial Service, where he is involved in insurance sales including life, term, long-term care, and fixed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various platforms including Hilltop/Envestnet. The firm offers both discretionary and non-discretionary account management with a range of investment options and combines SEC-registered investment adviser and FINRA broker-dealer capabilities.

Keith Schaber is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he operates College Point Tax Service, providing tax preparation services, and serves as a trustee and executor for the Harvey Whiting Trust and Estate. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and routinely monitors third-party managers.

Connor Buechel is a financial advisor at Packerland Brokerage Services, Inc. with one year of industry experience. He holds the Series 66 designation and has held roles at Packerland Brokerage Services and Rib Mountain Financial Group. Outside of advising, he is an agent for Wachholz Investments and Insurance, focusing on life, health, and long-term care insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through a range of financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management and combines brokerage and advisory services to provide multiple implementation pathways.

Steven Sevcik is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. He holds Series 63 and Series 65 licenses and has one year of experience in the industry. Prior to joining Packerland Brokerage Services, he worked at State Farm VP Management Corp and Tiona Petrouske Insurance Agency. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of advisors managing over $1.3 billion in assets. The firm offers a range of advisory services and investment solutions both directly and via third-party managers, utilizing the Hilltop/Hilltop-cleared Envestnet platform for diverse account management options.

Lucas Breeden is a financial advisor with Packerland Brokerage Services, Inc. He holds the Series 66 designation and has 11 years of industry experience. His prior work includes roles at Sigma Planning Corporation, Parkland Securities LLC, Primerica Advisors, and Guardian Life Insurance Co. In addition to his advisory work, he is involved with Breeden Insurance Services, an independent insurance agency owned by his family since 1967 that serves clients across North Carolina and the Southeast. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of managed account options and emphasizes due diligence and monitoring of third-party managers.

Zachary Westenberg is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at CCO Staffing, LLC, CCO Capital, LLC, Cole Capital Corporation, and Equity Fund Advisor. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm uses the Hilltop-cleared Envestnet platform to deliver investment solutions both directly and via third-party managers, accommodating discretionary and non-discretionary accounts.

Brian Grogan is a financial advisor at Packerland Brokerage Services, Inc. in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience, including prior roles at Western International Securities, Inc. and Financial West Group. Grogan is also the owner of Optimum Financial Group, LLC, a financial planning business. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through a variety of platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation pathways.

Casey Brice is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Packerland in 2025, he worked at Ameriprise, Nicolet National Bank, Associated Bank, and St Norbert College. Outside of his advisory role, he is involved in the sale of term and long-term care insurance. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, wrap-fee and unified managed account programs, and retirement-plan consulting, utilizing both direct and third-party managers through the Envestnet platform.

Shiow Yun Wu is a financial advisor at Packerland Brokerage Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including CETERA Advisor Networks LLC, Voya Financial Advisors, Inc., and Royal Alliance Associates, INC. Outside of her advisory role, Wu is also engaged in insurance sales as an independent contractor. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various firm-managed and third-party platforms. The firm offers both discretionary and non-discretionary account management with routine client reviews and employs a mix of separately managed accounts, model portfolios, and automated rebalancing tools.

Todd Jasperson is a financial advisor at Packerland Brokerage Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Packerland since 2021, following seven years at Woodbury Financial Services. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting using both direct management and third-party managers via the Hilltop/Hilltop-cleared Envestnet platform.

Corbin Yutzy is a financial advisor at Packerland Brokerage Services, Inc. with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Solid Financial Solutions Inc, Jackson Dairy, Arconic, UPS, and Glenn's Bulk Food Shoppe & Gospel Bookstore. He volunteers to lead a monthly financial education class for foster children through Youthrive in Hutchinson, KS. 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 discretionary and non-discretionary account management and utilizes firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Jo Swope is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial and Diversified Investment Solutions, Inc. Outside of her advisory work, she serves as a board member and vice president for the United Way of Huntingdon County and volunteers with local nonprofit efforts such as The Brenna Project. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of managed portfolios and third-party arrangements, supported by routine client reviews and due diligence.

Todd Whitmore is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Whitmore has held roles at Solid Financial Strategies, Packerland Brokerage Services, Inc., Whitmore Financial, and operates as a notary public in Colorado. He is also involved with American Family Estate Preservation, Inc., which offers estate preservation and planning services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm combines individualized planning with discretionary and non-discretionary account management, offering access to various managed account solutions and routinely monitoring third-party 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.

Casey O'Leary is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He has held positions at Trinity Wealth Management LLC, J.P. Morgan Securities, and Chase Investment Services Corp. O'Leary serves on the board of Youth Five O’s, a youth baseball organization, overseeing its budget and fundraising activities. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing a platform that supports both direct and third-party managed investment solutions.

Patrick Radachi is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has 13 years of industry experience. His career includes roles at Independent Financial Group and Spira Benefits, where he is also president. Radachi is involved in tax preparation and retirement plan consulting through Radachi & Company and Spira Benefits LLC. 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 with a range of account management options and routinely monitors third-party managers.

Ronald Burrow is a financial advisor with Packerland Brokerage Services, Inc. in Visalia, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Packerland Brokerage Services since 2016 and previously at Signator Investors, Inc. Additionally, he is involved with A&R Burrow's Financial & Estate Planning Inc., focusing on life, fixed, long-term care, and estate planning. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting through a network of 176 advisors and utilizes both direct and third-party investment solutions via the Hilltop-cleared Envestnet platform.

Norman Moore is a financial advisor with Packerland Brokerage Services, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Packerland since 2010. Outside of his advisory role, Moore is involved in insurance sales and service through Moore Financial Services and served as an election poll worker for the Franklin County Board of Elections in 2022. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.

Scott Reiber is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. His work history includes roles at Concorde Investment Services, SCF Investment Advisors, and World Financial Group. Outside of advisory work, he is a senior agent and broker associate with Redfin Corporation, focusing on real estate brokerage. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through various account management strategies and third-party arrangements. The firm is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets.