David Packard is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Packerland in 2022, he worked at Cetera Advisor Networks and Voya Financial Advisors. Outside of his advisory role, Packard is involved in tax preparation and works as an independent insurance agent, as well as providing care for a disabled child. 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, and retirement plan consulting, utilizing the Hilltop-cleared Envestnet platform to deliver diversified investment solutions.

Paul Fuhrman is a financial advisor with Packerland Brokerage Services, Inc., holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has worked at Packerland Brokerage Services since 2009 and has operated Fuhrman Tax Service Ltd. since 1976, where he serves as president and tax return preparer. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm is dually registered as an SEC investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and providing both brokerage and advisory implementation options.

Benedict Schneider II is a financial advisor with Packerland Brokerage Services, Inc. in Oshkosh, WI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Packerland since 1997 and also operates Schneider Financial Corp. Outside of his advisory work, he is involved in managing rental properties. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory services delivered through a variety of platforms including firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. 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 options.

Thomas Barton is a financial advisor with Packerland Brokerage Services, Inc. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Packerland since 2010 and concurrently at Blue Cross Blue Shield and Anthem Blue Cross and Blue Shield since 2007. In addition to his advisory role, Barton is licensed as an insurance agent involved in life, health, long-term care, disability insurance, and fixed indexed annuities. 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 arrangements. The firm offers both discretionary and non-discretionary account management and combines brokerage and advisory services as a dually registered SEC investment adviser and FINRA broker-dealer managing over $900 million in client assets.

Robert Wachholz is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Packerland Brokerage Services since 2002. Outside of his advisory role, Wachholz is involved in insurance sales through Rib Mountain Financial Group. 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 services, utilizing firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Thomas Ehlers is a financial advisor with Packerland Brokerage Services, Inc. in Depere, WI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Packerland Brokerage Services since 2002. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, long-term care, disability insurance, and fixed annuities. 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, utilizing firm-managed portfolios, wrap programs, and third-party co-advisory arrangements on the Hilltop/Envestnet platform.

Dena Jerschefske is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at ITG Brands, LLC from 2015 to 2019. Outside of her advisory role, she manages two small residential rental properties. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various platforms, including firm-managed portfolios and third-party arrangements. The firm offers both discretionary and non-discretionary account management with routine client reviews and manages approximately $909 million in client assets.

Michael Schrank is a financial advisor at Packerland Brokerage Services, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and worked previously at RBC Capital Markets for 10 years before joining Packerland in 2012. Schrank is also licensed as an insurance agent, dedicating part of his time to life and fixed annuities sales. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, managing approximately $1.358 billion in assets. The firm provides financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers, offering investment solutions via both direct and third-party platforms including SMAs, ETF/mutual fund strategist portfolios, and unified managed accounts.

James Cooper Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Packerland in 2019, he worked at COUNTRY FINANCIAL from 2012 to 2019. Outside of advisory work, he is involved with Foundation Financial, LLC, which focuses on life insurance and property and casualty sales. Packerland Brokerage Services serves individuals, including high-net-worth clients, 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 employs due diligence and periodic monitoring of third-party managers.

Curtis Whitaker is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Packerland in 2023, he worked at Saxony Securities Inc from 2015 to 2023. Whitaker is also employed part-time as a care coordinator at The Caregiver Foundation, a role he has held since 2014. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of advisors with a range of investment solutions, including financial planning, portfolio management, and retirement-plan consulting. The firm uses the Hilltop/Hilltop-cleared Envestnet platform to offer various managed account programs and operates as both an SEC-registered investment adviser and a FINRA broker-dealer.

Robert Metzger is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Sierra Financial and ongoing involvement with Stateline Services SB Inc., where he serves as treasurer and secretary of a portable toilet rental and service business. He is also a licensed real estate broker, focusing on referrals, and works as an insurance agent specializing in property and casualty insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers a combination of discretionary and non-discretionary account management through various platforms and maintains dual registration as an SEC-registered investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Zohaib Tariq is a financial advisor with Packerland Brokerage Services, Inc. in Somerset, NJ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at American Global Wealth Management, Citigroup, JPMorgan Chase Bank, and several other firms. 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, and retirement-plan consulting, utilizing both direct management and third-party money managers through a comprehensive investment platform.

Michelle Micksch is a financial advisor with Packerland Brokerage Services, Inc. She holds Series 63 and Series 65 licenses and has six years of industry experience. In addition to her advisory role, Micksch has worked as an accountant and tax preparer at De Pere Business Center LLC since 1998. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers a range of advisory solutions including financial planning, portfolio management, and retirement-plan consulting. The firm utilizes platforms such as Envestnet to deliver both discretionary and non-discretionary investment management across multiple account structures.

Steven Fleck is a financial advisor with Packerland Brokerage Services, Inc. in Akron, Ohio. He holds the Series 66 designation and has 29 years of industry experience. Prior to joining Packerland in 2014, he has been involved in insurance-related sales through his own business, Fleck Financial, focusing on life, health, fixed and indexed annuities, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized financial planning with discretionary and non-discretionary account management and offers a range of investment solutions through both brokerage and advisory platforms.

Jerry Bien is a financial advisor with Packerland Brokerage Services, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Packerland since 2018 and previously served at Foresters Equity Services, New England Securities, and Equitable Advisors. Outside of his advisory work, he is involved in life insurance and fixed annuity sales through his own business, CENTRIC ADVISORS. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, through a network of 176 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers, delivering solutions via the Hilltop-cleared Envestnet platform with both discretionary and non-discretionary account options.

Dean Haack is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has also worked as a real estate agent with Coldwell Banker The Real Estate Group, Inc. since 2011 and performs seasonal tax preparation services. Packerland Brokerage Services, Inc. serves individual and institutional clients—including high-net-worth individuals, trusts, corporations, and retirement plan sponsors—with a range of advisory offerings such as financial planning, portfolio management, and retirement-plan consulting. The firm utilizes the Hilltop/Hilltop-cleared Envestnet platform to provide a variety of managed account programs and delivers investment solutions through both direct management and third-party managers.

Derek Border is a financial advisor with Packerland Brokerage Services, Inc. in Huntingdon, PA. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at Sorrento Pacific Financial, LLC and Edward Jones. Outside of his advisory role, he co-owns MET J Enterprises with his spouse. Packerland Brokerage Services serves individual and institutional clients through a team of 177 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment solutions, including third-party money managers and discretionary and non-discretionary account management, supported by the Hilltop/Hilltop-cleared Envestnet platform.

Suanne Cain is a financial advisor with Packerland Brokerage Services, Inc. in Oconto, WI, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Packerland since 2004 and also owns Cain Accounting, a CPA firm established in 2000. Cain serves as treasurer for several local nonprofit organizations, including the Oconto County Historical Society, the Oconto Area Chamber of Commerce, and Ducks Unlimited of Oconto County. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers a combination of discretionary and non-discretionary account management through various investment platforms and is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer.

Nicole Becker is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company, Principal Securities Inc, and Mutual of Omaha Investor Services. In addition to her advisory role, she operates a fixed insurance agency focused on life, annuities, long-term care, disability, and health insurance. Packerland Brokerage Services 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 arrangements on the Hilltop/Envestnet platform. The firm offers both brokerage and advisory services and manages over $900 million in client assets.

Kendall Smith is a financial advisor at Packerland Brokerage Services, Inc. with a Series 66 designation and no prior industry experience. Before entering the financial sector, he worked for the Alabama Department of Transportation for 15 years and has been self-employed since 2013. He is also involved with the Kendall and Jamie Smith Farm, which he has operated for 20 years. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms including Hilltop/Envestnet. The firm provides both brokerage and advisory services with a range of management options and maintains due diligence and monitoring of third-party managers.