Anthony Krance is a CFP® with 16 years of industry experience and is the principal of Circle R Wealth LLC, an independent advisory firm based in Crivitz, WI. He has held roles including sole proprietor and operator of AFK Solutions Provider, focusing on funding, tax planning, and retirement planning for small businesses. Approximately 50% of his time is dedicated to these outside business activities, including insurance products and services. Circle R Wealth LLC provides portfolio management and ongoing financial planning to individuals and entities such as pension plans, trusts, and businesses. The firm manages client assets on a non-discretionary basis using model portfolios from Altruist LLC’s Model Marketplace and may refer clients to third-party money 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.

Tyler Degeneffe is a financial advisor with Equity Services, Inc. in Green Bay, WI, holding CFP® and ChFC® designations and over 20 years of industry experience. His career includes roles at National Life Group, Mass Mutual Investors Services, and Metlife Securities. He serves on the finance committee for the Green Bay Area Catholic Education School System. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines advisory services with broker-dealer product distribution, utilizing a mix of proprietary and third-party platforms to deliver tailored investment strategies.

Edward Degeneffe is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, Degeneffe is involved in several insurance and financial services ventures, including Medicare sales and co-ownership of Midwest Insurance Solutions, LLC. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm utilizes a combination of proprietary and third-party investment platforms and offers both discretionary and client-approved trading strategies focused on long-term asset allocation and manager-driven model portfolios.

Jennifer Grant is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and several other firms. Grant also serves as an alderman on the Green Bay City Council and is a commissioned notary. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers a range of proprietary and third-party investment platforms and combines advisory services with broker-dealer product distribution.

Curtis Kuchenberg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include a position at Northwestern Mutual and experience outside of finance at Great North Auto Wash and White's Grocery. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Justin Oberg is a financial advisor with Edward Jones in Peshtigo, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he is involved in managing a rental property in Peshtigo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Lea Schneider is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.