Amy Schmeckpeper is a financial advisor at N.E.W. Advisory Services, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including James Alberts, GENEOS Wealth Management Inc, and Woodbury Financial Services. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans with asset management, financial planning, and 401(k) consulting. The firm employs a long-term investment approach using model portfolios primarily composed of mutual funds and ETFs, while accommodating individual stocks, bonds, and options.

Keith Johnson is a financial advisor at Associated Investment Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors and Securities America Inc. He has been with Associated Investment Services since 2017. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform with a predominantly non-discretionary investment approach.

Brett Reiss is a CFP® professional with 26 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2005. He holds the Series 66 designation and is based in Green Bay, WI. Outside of his advisory role, he serves on the finance committee of Resurrection Catholic Parish, where he assists with budgeting and committee coordination. 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 discretionary and non-discretionary account management through various platforms, combining individualized financial planning with routine client reviews and due diligence on third-party managers.

Caden Hofacker is a financial advisor at Packerland Brokerage Services, Inc. with three years of industry experience. He holds the Series 66 designation and has prior work experience at the University of Wisconsin–Madison and JDC Poured Walls. Outside of his advisory role, Hofacker is involved in a tax and accounting business and provides Medicare Advantage and Supplement insurance services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory solutions, combining individualized planning with discretionary and non-discretionary account management, and manages over $900 million in client assets.

Jerrold Ganz is a CFP®-credentialed financial advisor with 38 years of industry experience. He has been with Packerland Brokerage Services, Inc. since 2003. Outside of his advisory role, Ganz owns a tax preparation business and serves as vice chairman, transitioning to chairman, of Pilgrim Lutheran Church. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through a variety of firm-managed and third-party platforms. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and providing both brokerage and advisory implementation options.

Richard Haffele is a financial advisor with Packerland Brokerage Services, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has been with Packerland Brokerage Services since 2014 and concurrently serves as president of Financial Partners of WI, LLC, where he is involved in insurance sales and investment activities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through a variety of platforms including firm-managed portfolios and third-party co-advisory arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management and offers various investment management tools, operating as both an SEC-registered investment adviser and a FINRA broker-dealer.

Zachary Kelly is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Packerland Brokerage Services since 2006. Outside of advising, he is involved in several non-investment-related ventures, including a woodworking and metalworking business and serving on the board of a software consulting service. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and manages over $1.3 billion in assets. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers on the Hilltop-cleared Envestnet platform.

Paul Pretti is a CFP® and ChFC® with 18 years of industry experience. He has been with Packerland Brokerage Services, Inc. since 2012. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, fixed and indexed annuities, and also provides tax preparation services through Badger State Financial Services. 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 planning with discretionary or non-discretionary account management and offers a variety of investment solutions through multiple platforms, including Hilltop/Envestnet.

Brian Vandehey is a financial advisor with Packerland Brokerage Services, Inc. in DePere, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Packerland Brokerage Services since 1996 and has also been associated with CNS Corp. and affiliated companies since 1989. Outside of his advisory role, Vandehey is involved in insurance and financial planning services through his own businesses. 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, with a range of investment solutions including firm-managed portfolios, wrap programs, and third-party co-advisory arrangements, operating as both an SEC-registered investment adviser and a FINRA broker-dealer.

Aaron Doelger is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 63 designation and over 25 years of industry experience. He has been with Packerland since 2005 and works there in multiple capacities. Outside of his advisory work, he is an independent insurance agent offering various non-securities insurance products. Packerland Brokerage Services, Inc. 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, delivering investment solutions both directly and through third-party managers across multiple account structures.

Steven (Shlomo) Hoffman is a financial advisor with KCD Financial, Inc. in Green Bay, WI, holding CFP®, ChFC®, and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory work, he is an independent insurance agent and occasionally performs handyman and odd jobs unrelated to financial markets. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering tailored investment strategies and access to third-party management programs.

Timothy Obermueller is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has nine years of industry experience, including two years at Edward Jones. Outside of advising, he has been involved in farming and land rental operations through Obermueller Farming and Obermueller Farms, LLC. Packerland Brokerage Services, Inc. serves individual and institutional clients with a network of 176 advisors and offers a variety of investment and financial planning solutions, including individual portfolio management and retirement-plan consulting. The firm utilizes third-party money managers and provides accounts managed on discretionary or non-discretionary bases through platforms like Hilltop-cleared Envestnet.

Jonathon Venhuizen is a ChFC® credentialed financial advisor with 18 years of industry experience, currently with Packerland Brokerage Services, Inc. in Green Bay, WI, where he has worked since 2013. Outside of his advisory role, he serves on the boards of the Waupun Kiwanis Club and the Pillar and Vine Foster Agency, is an elected member of the Fond du Lac County Board of Supervisors, participates on the legislative committee of Associated Builders and Contractors of Wisconsin, and coaches youth soccer. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through a combination of financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with a variety of account management options and routinely monitors third-party managers to support client investment goals.

Allen Mahnke is a financial advisor at Merit Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Outside of his advisory roles, he is involved with Mahnke Investments LLC, focusing on real estate rental. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors and $23.9 billion in client assets. The firm offers comprehensive wealth-management services with a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

Matthew Mayer is a CFP® with 17 years of industry experience, currently serving as an advisor at Packerland Brokerage Services, Inc. since 2011. He dedicates time to insurance sales, focusing on life insurance and fixed annuities, and holds a partnership interest in a separate investment property venture. Packerland Brokerage Services, Inc. supports individual and institutional clients through a network of 176 advisors and over $1.3 billion in assets under management, offering services that include financial planning, portfolio management, and retirement-plan consulting using both direct and third-party investment solutions.

Kyle Kurscheidt is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 66 license with four years of industry experience. Prior to his advisory role, he worked in chiropractic services for several years. Outside of finance, he is co-owner of Openair Outfitters LLC, a company that manufactures and sells replacement deer stand seats, and he also sells sports cards through a personal eBay account. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various delivery methods. The firm combines individualized planning with discretionary or non-discretionary account management, utilizing multiple managed account options and routinely monitoring third-party managers.

Stephen Duhr is a financial advisor at KCD Financial, Inc. in Green Bay, WI, with 28 years of industry experience. He has held positions at Northland Securities, Inc. since 2007 and previously worked at First MidAmerica Investment Corporation and Choreo, LLC. He holds Series 63 and Series 65 licenses. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services and uses a range of investment strategies tailored to client goals.

Joel Blumenschein is a financial advisor with KCD Financial, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with KCD Financial since 2010 and previously spent 18 years at Freedom Investors Corp. Blumenschein also serves as president and director of Freedom Securities, Inc. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, portfolio appraisal services, and access to third-party management programs.

Traci Martens is a financial advisor with Harbour Investments, Inc. She holds Series 63 and Series 65 credentials and has 29 years of industry experience. Martens has worked at Harbour Investments since 2002 and is currently associated with Pine Lake Financial LLC. Outside of her advisory role, she is an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized strategies across various asset classes and offers model-based solutions through a subscription platform.

Joshua Flanders is a financial advisor at Harbour Investments, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Seasons Wealth Management, Wachholz & Associates Wealth Management, and Thrivent Financial. Outside of his advisory work, he is the CEO of a woodworking business specializing in custom and rehabilitated furniture. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services with investment approaches tailored by individual advisers and third-party managers.