Christopher Sheeran is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Chief Advisors Corp., First Asset Financial, and Coca Cola. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through various account management options and maintains SEC registration alongside FINRA broker-dealer status.

Sam Sy is a financial advisor at Packerland Brokerage Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Foresters Equity Services, Inc. from 2010 to 2018. Outside of his advisory role, he sells health and travel insurance. 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 services through multiple platforms, including Hilltop/Envestnet, and manages over $900 million in client assets.

Thomas Bailey is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Avantax Advisory Services, JMA Wireless, and the U.S. Department of Health & Human Services. Outside of advising, Bailey operates his own income tax preparation and financial services LLC and works as a licensed New York State armed guard and retired police officer. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a large network of advisors managing over $1.3 billion in assets. The firm offers a range of investment solutions, including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.

Tyler Baer is a Series 66-credentialed financial advisor with one year of industry experience, currently with Packerland Brokerage Services, Inc. in Traverse City, MI. He has experience in real estate as a licensed agent at Manitou Commercial Real Estate, LLC, and operates Tyler Baer Coaching, providing leadership development and executive coaching services. Prior roles include work with The Mitten Real Estate Group and Modern Health. Packerland Brokerage Services, Inc. serves a diverse client base including individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory services through multiple program options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and providing both brokerage and advisory solutions.

Jason Rockman is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities Management & Research, Inc., BFC Planning, Inc., Questar Asset Management, and Questar Capital Corporation. Outside of advising, he is also an insurance agent involved in selling fixed insurance, long-term care, securities, and disability products. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary or non-discretionary management and utilizes various account structures and third-party managers through its dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Cody Hanke is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Packerland since 2016 and has also been involved with American Ginseng of Marathon and Prime Hunt. Outside of his advisory role, he operates Rib Mountain Financial Group, focusing on life, health, disability, fixed annuities, and long-term care insurance. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and manages over $1.3 billion in assets. The firm offers a range of financial planning and portfolio management services, utilizing the Hilltop-cleared Envestnet platform to provide various managed account solutions on both discretionary and non-discretionary bases.

Cody Beck is a financial advisor at Packerland Brokerage Services, Inc. with Series 63 and 65 licenses and four years of industry experience. He previously worked at Target Corp and Kohler Company and serves as a board member of the Kiel Chamber of Commerce, participating in committees for community events and local business development. 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 advisors, using both direct management and third-party managers via the Hilltop-enveloped Envestnet platform.

Benjamin Casselberry is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at AXA Advisors, Commonwealth Financial Network, Haas Financial, and Wells Fargo Home Mortgage. 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, wrap-fee programs, and retirement-plan consulting through a network of 176 advisors and utilizes both direct management and third-party money managers on the Hilltop/Hilltop-cleared Envestnet platform.

Duncan Pham is a financial advisor with Packerland Brokerage Services, Inc. He holds the Series 66 designation and has 14 years of industry experience. Prior to joining Packerland, he worked at Cetera and HD Vest, and he also operates a legal services firm, D T Pham & Associates PLLC. In addition, Pham serves as director and president of two charitable foundations in Houston. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 178 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting, employing a range of advisory and brokerage solutions delivered both directly and through third-party managers.

Theresa Manderski is a financial advisor at Packerland Brokerage Services, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Davenport & Company LLC for ten years. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access, offering both discretionary and non-discretionary account management through various platforms including Hilltop/Envestnet. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Alejandro Pastrana is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Packerland, he worked at Northwestern Mutual Wealth Management Company and other related entities. He is the sole proprietor of Serene Tax Solutions, where he provides tax return preparation, tax compliance, and business entity tax structuring services. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a large network of advisors. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers, utilizing a range of investment solutions via the Hilltop-cleared Envestnet platform.

Robert Balanoff is a financial advisor with Packerland Brokerage Services, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes roles at AllState Financial Services and multiple businesses he leads, such as Balanoff Tax Services LLC and Balanoff Insurance Agency, Inc. Outside of his advisory work, he is involved in mortgage origination through Nexa Mortgage LLC and assists clients with real estate transactions via Homevisor, LLC. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of managed portfolio options and third-party arrangements, managing over $900 million in client assets.

Scott Ryan is a financial advisor at Packerland Brokerage Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and has been with Packerland since 2012. Outside of his advisory role, he owns a certified public accounting practice and works as an independent insurance agent. 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 discretionary and non-discretionary account management through various platforms and maintains dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Shalen Stanley is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Waddell & Reed Inc., and Top Flite Financial, Inc. In addition to his advisory role, Stanley is involved with Shalen Corporation, a business entity focused on tax preparation and real estate services. 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 various account management strategies and manages over $900 million in client assets.

David Noakes is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Packerland in 2017, he worked at INVEST Financial Corp. for 15 years. Outside of his advisory role, he serves on the Board of Directors for the Eufaula Barbour Chamber of Commerce. 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, third-party arrangements, and fee-based programs on the Hilltop/Envestnet platform. The firm combines individualized planning with discretionary or non-discretionary management and offers tools such as separately managed accounts and automated rebalancing, while maintaining due diligence on third-party managers.

Chad Rohm is a financial advisor at Packerland Brokerage Services, Inc. in Depere, WI, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Packerland Brokerage Services since 2012. In addition to his advisory role, he is involved in fixed and fixed indexed annuity sales. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through a variety of platforms including Hilltop/Envestnet. The firm offers both brokerage and advisory services, combining individualized planning with discretionary or non-discretionary account management and incorporates third-party managers and automated rebalancing tools.

William Van Ess is a CFP® and ChFC® with 36 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 1995. He is chairman of the board at Packerland Brokerage and is involved in insurance sales, focusing on life, health, and disability products. Packerland Brokerage Services, Inc. provides financial planning, portfolio management, and advisory program access to individuals, charities, corporations, and retirement plan sponsors. The firm offers both brokerage and advisory services through a range of client-tailored solutions, including firm-managed portfolios, wrap programs, and third-party co-advisory arrangements.

Keith Bohle is a financial advisor with Packerland Brokerage Services, Inc. in Kingsley, Iowa. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role since 2011, he is co-owner of Bohle Farms and the Dynamix School of Dance, operating two dance studios. 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 portfolio management options and manages over $900 million in client assets.

Daniel Marx is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Packerland Brokerage Services since 2007 and has been involved in property management since 1989. Outside of his advisory work, Marx serves as a general partner and owner in a real estate development partnership and is involved in various non-securities-related business ventures including real estate and product development. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and over $1.3 billion in assets under management. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers, utilizing a variety of account structures and investment solutions.

Kristen Massie is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior work includes roles at Kestra Advisory Services, Riverstone Wealth Partners, Commonwealth Financial Network, Securities America, and Northwestern Mutual. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors and over $1.3 billion in assets under management. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing a mix of direct and third-party investment solutions on the Hilltop-cleared Envestnet platform.