William Harrington is a CFP®-certified financial advisor with 35 years of industry experience. He has worked at Packerland Brokerage Services, Inc. since 2019 and was previously with Nepsis Advisory Services, Inc. for six years. Harrington is also involved in insurance sales, including fixed and equity-indexed annuities and asset-based long-term care products. 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, retirement-plan consulting, and access to third-party money managers using a variety of investment platforms and account structures.

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.