Charles Ouimette is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Packerland since 2006. Ouimette is also the owner and president of Wisconsin Benefit Planning, an insurance sales business, and serves as a volunteer firefighter with the Minocqua Fire Department. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors managing approximately $1.358 billion in assets. The firm offers comprehensive financial planning, portfolio management, and retirement-plan consulting, utilizing both direct and third-party investment solutions via its Hilltop/Hilltop-cleared Envestnet platform.

Katrina O Neill is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at Packerland since 2020. Prior to that, she was employed at Sherwin Williams and is also involved with Wisconsin Benefit Planning and Robertson Ryan Associates as an insurance agent. Packerland Brokerage Services, Inc. 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 and non-discretionary account management, utilizing various investment vehicles and maintaining due diligence on third-party managers.