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.

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.

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.

Steven Effert is a financial advisor with Trustmont Advisory Group, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Trustmont in 2020, he worked at Securities Service Network, Inc. from 2016 to 2020. Effert serves as treasurer for N.E.W. New Near North Club, a nonprofit supporting natural resource protection through outdoor activities. Trustmont Advisory Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a long-term investment approach drawing on multiple public research sources and manages approximately $1.3 billion, offering discretionary portfolio management as well as access to third-party managers and brokerage products.

Cary Mares is a CFP® professional with 21 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2007. He is also involved in his community as a youth basketball coach for the Appleton Blaze. 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. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing a range of investment solutions both directly and via third-party managers.

John Kaye is a financial advisor at Packerland Brokerage Services, Inc. with 18 years of industry experience. He holds the Series 63 designation and has a background in accounting as the owner of John H. Kaye CPA and an associate at KerberRose SC, where he focuses on tax preparation and consulting. His career also includes roles at Raymond James Financial Services and Crump Life Insurance Services, with additional experience in non-variable life insurance sales and estate planning. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various managed portfolios and fee-based programs on the Hilltop/Envestnet platform. The firm combines individualized planning with discretionary and non-discretionary management, providing tools such as separately managed accounts and automated rebalancing, and operates as both an SEC-registered investment adviser and FINRA broker-dealer.

Brad Roethlisberger is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, holding the ChFC® designation with 32 years of industry experience. His previous roles include positions at Capital Credit Union and LPL Financial. In addition to his advisory work, he prepares income taxes for about 10 family and friends for compensation. 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 firm-managed portfolios, wrap programs, and third-party co-advisory arrangements, managing approximately $909 million in client assets.

Brandon Moehn is a financial advisor at Packerland Brokerage Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved in internet retail sales of hunting gear through OpenAir Outfitters LLC. 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 through a combination of firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Gail Thiry is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, with 23 years of industry experience. She holds a Series 63 designation and has been with Packerland since 2013. Outside of her advisory role, Gail is involved in insurance sales through her business, Gail Thiry Financial, focusing on life, fixed and indexed annuities, and long-term care products. 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 brokerage and advisory solutions, utilizing firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs through the Hilltop/Envestnet platform.

Michael Roth is a financial advisor with Packerland Brokerage Services, Inc. in Appleton, WI, holding a Series 66 designation and three years of industry experience. He has been with Packerland Brokerage Services since 2022 and has also been self-employed since 2017. Outside of advising, Roth is a part owner of a local bar and engages in freelance composing, arranging, and orchestration work as a hobby. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary or non-discretionary account management and offers a range of investment solutions, including firm-managed portfolios and third-party manager arrangements, while operating as both an SEC-registered investment adviser and a FINRA broker-dealer.

Todd Kreuser is a CFP® professional with 27 years of experience in the financial services industry. He has been with Packerland Brokerage Services, Inc. since 2009. In addition to his advisory work, Kreuser owns and operates Kreuser Financial Inc., providing tax preparation services, and is involved in insurance sales focusing on life, long-term care, fixed and indexed annuities, as well as Medicare supplement and prescription drug plans. He also served as a poll worker for the Village of Suamico during the 2022 midterm elections. Packerland Brokerage Services, Inc. serves individuals, high-net-worth clients, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary and non-discretionary account management, offering various managed account options and routinely monitoring third-party managers while providing both brokerage and advisory implementation pathways.

Steven Sevcik is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. He holds Series 63 and Series 65 licenses and has one year of experience in the industry. Prior to joining Packerland Brokerage Services, he worked at State Farm VP Management Corp and Tiona Petrouske Insurance Agency. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of advisors managing over $1.3 billion in assets. The firm offers a range of advisory services and investment solutions both directly and via third-party managers, utilizing the Hilltop/Hilltop-cleared Envestnet platform for diverse account management options.

Zachary Westenberg is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at CCO Staffing, LLC, CCO Capital, LLC, Cole Capital Corporation, and Equity Fund Advisor. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm uses the Hilltop-cleared Envestnet platform to deliver investment solutions both directly and via third-party managers, accommodating discretionary and non-discretionary accounts.

Casey Brice is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Packerland in 2025, he worked at Ameriprise, Nicolet National Bank, Associated Bank, and St Norbert College. Outside of his advisory role, he is involved in the sale of term and long-term care insurance. 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, wrap-fee and unified managed account programs, and retirement-plan consulting, utilizing both direct and third-party managers through the Envestnet platform.

James Czubek is a financial advisor at Associated Investment Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Associated Investment Services since 2019, following 15 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as 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 services via the Envestnet/NFS platform with approximately $1.169 billion in regulatory assets under management.

Christopher Sheeran is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Chief Advisors Corp., First Asset Financial, and Coca Cola. 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 various account management options and maintains SEC registration alongside FINRA broker-dealer status.