Casey Divilbiss is a financial advisor at Packerland Brokerage Services, Inc. with a Series 66 designation and no prior industry experience. Before joining Packerland, Casey has worked in trucking and the electric power industry. Outside of finance, Casey has been involved with C&K Trucking LLC since 2017. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing $1.358 billion in assets. The firm offers financial planning, portfolio management, and retirement-plan consulting, delivering investment solutions directly and via third-party managers using a variety of account structures and strategies.

Danny Albertson is a financial advisor at Packerland Brokerage Services, Inc. in Winona, MN, holding a Series 66 designation with 17 years of industry experience. He has been with Packerland Brokerage Services since 2015. Outside of advisory work, Albertson is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Packerland Brokerage Services 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 or non-discretionary account management and offers multiple investment solutions through its SEC-registered investment adviser and FINRA broker-dealer registrations.

Gary Roth is a CFP® with 22 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2003. He has been self-employed since 1996, operating an insurance sales business offering life, health, fixed and equity indexed annuities, long-term care, and property and casualty products. Roth also assists with tax return preparation on a limited basis. 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, managing over $900 million in client assets.

Emily Soper is a financial advisor with Packerland Brokerage Services, Inc. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to joining Packerland in 2023, she worked at OneAmerica Securities and American United Life from 2019 to 2023. Outside of her advisory work, she serves as a board member of Connectors with a Cause, a charitable business networking group, and is involved in the sale of antiques and vintage collectibles. Packerland Brokerage Services serves individual and institutional clients through a network of 176 advisors and manages approximately $1.36 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan consulting, utilizing a platform that supports both discretionary and non-discretionary account management.

Mark Federation is a financial advisor with Packerland Brokerage Services, Inc. in Osceola, WI, holding Series 63 and Series 65 registrations with 26 years of industry experience. His prior work includes positions at Madison Avenue Securities, Secure Investment Management, J.D. Mellberg Financial, and Harbour Investments. Additionally, he is involved in insurance and fixed index annuity sales through Asset Marketing Systems, LLC. 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 a variety of investment models and third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.

Mark Scherba is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining Packerland in 2019, he worked at Questar Asset Management and Questar Capital from 2011 to 2019. 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 co-advisory arrangements on the Hilltop/Envestnet platform. The firm offers both brokerage and advisory services, combining individualized financial planning with discretionary or non-discretionary account management.

Richard Beam Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Woodbury Financial Services and H. Beck, Inc. In addition to his advisory role, he is president of a CPA firm specializing in tax preparation and accounting services and serves as managing member of a third-party administration LLC for defined contribution and defined benefit plans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory programs. The firm combines individualized planning with discretionary and non-discretionary account management and provides access to various managed account solutions through its dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Benjamin Maser is a financial advisor with Packerland Brokerage Services, Inc. in Hutchinson, Kansas, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Packerland since 2009 and also holds leadership roles in Solid Financial Solutions Inc. and Jab Properties. Outside of advising, he owns Moe Joe Advertising LLC, a digital billboard advertising business. 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 multiple platforms, including Hilltop/Envestnet, and manages approximately $909 million in client assets.

Carolyn Baeten is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Packerland Brokerage Services since 1999. Outside of her advisory role, Baeten is an owner and administrator of a local funeral home, where she handles bookkeeping and payroll duties. 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 both direct management and third-party money managers through a comprehensive platform.

Tina Piotrowicz is a financial advisor at Packerland Brokerage Services, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Packerland since 2007. Outside of advisory work, she is involved with the Legacy Tree Foundation, assisting clients in setting up charitable donations and planned giving programs. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes the Hilltop-cleared Envestnet platform to provide a range of investment solutions, including separately managed accounts and unified managed account structures, on both discretionary and non-discretionary bases.

Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Packerland since 2021 and concurrently serves as president of Sayler's Accounting & Tax Spec, Inc., a firm she founded in 1990. Additionally, Sayler serves as an officer and director on the board of the nonprofit organization Lenawee County Mission-Prospectives in Adrian, MI. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 178 advisors, managing over $1.3 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Keith Saunders is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with Packerland Brokerage Services, Inc. and has held prior roles at firms including Allstate Insurance Company, Primerica Advisors, Guardian Life Insurance Company of America, and MassMutual. Outside of his advisory work, Saunders is involved in marketing employee benefits programs. 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, combining individualized planning with routine client reviews and due diligence on third-party managers.

Michael Massey is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at ClearStep Financial, Harbour Investments, Inc., and The Strategic Financial Alliance, Inc. Since 2018, he has also been involved in Medicare insurance sales. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and manages approximately $1.358 billion in assets. The firm offers a range of investment and retirement planning services, utilizing both direct management and third-party managers through the Hilltop-cleared Envestnet platform.

Terry Timper is a financial advisor at Packerland Brokerage Services, Inc. with 39 years of industry experience. He holds the Series 63 designation and has been with Packerland since 2003. In addition to his advisory role, Timper is involved in insurance sales, including life, health, disability, long-term care, and annuities. 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 multiple platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Christopher Bokmuller is a financial advisor at Packerland Brokerage Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments and MI Advisors. Outside of his advisory role, he is involved with Bokmuller Retirement Services, focusing on insurance and investment-related 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 both direct management and third-party money managers through a variety of account structures.

David Stellpflug is a financial advisor with Packerland Brokerage Services, Inc. in Mondovi, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Packerland Brokerage Services since 2009 and also owns Family Financial Associates, Inc., where he is involved in life, health, fixed and indexed annuities, long-term care, and disability insurance. Packerland Brokerage Services, Inc. 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 a combination of discretionary and non-discretionary account management with tools such as separately managed accounts and model portfolios, and operates as both an SEC-registered investment adviser and a FINRA broker-dealer.

Jeffrey Holmes is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Wunderlich Securities, Inc./B. Riley Wealth Management and Stifel Nicolaus & Co Inc. 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, combining individualized planning with discretionary or non-discretionary account management through firm-managed portfolios and third-party programs.

Edward Davig is a financial advisor at Packerland Brokerage Services, Inc. with 49 years of industry experience. He holds the Series 63 designation and previously operated Davig Financial Corporation for 12 years before joining Packerland Brokerage Services in 2008. Outside of advisory work, he is involved in insurance sales through his ownership of DFC. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plan sponsors, through a network of 178 advisors and offers diverse advisory programs and third-party manager solutions. The firm combines direct and outsourced investment management using the Hilltop-cleared Envestnet platform, providing customizable account structures and both discretionary and non-discretionary management options.

Rose Koch is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Packerland Brokerage Services, Inc. since 2017. She previously worked at Questar Capital Corporation for nine years and was involved with Dennis Koch for 25 years. Rose is also a registered representative for Sanum Financial Services, where she provides financial planning and insurance services. Packerland Brokerage Services, Inc. supports individual and institutional clients through a network of 177 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm uses a platform that incorporates both direct and third-party investment solutions, including separately managed accounts and unified managed accounts.

Dana Sobleskey is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Packerland in 2018, he worked at several firms including Associated Investment Services, J.P. Morgan Securities, Chase Investment Services, Raymond James Financial, and Morgan Stanley. Outside of advising, he is involved in catering and event services, including operating a catering business and working with a wedding venue. Packerland Brokerage Services serves individual and institutional clients such as high-net-worth individuals, trusts, corporations, and retirement plan sponsors through a large network of advisors. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party managers via the Hilltop platform.