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.

Robert Rivera is a financial advisor at KCD Financial, Inc. in Green Bay, WI, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Cetera Advisor Networks, Central Financial States, Capital Credit Union, Principal Financial Services, and Thrivent Investment Management. Rivera is also involved in community activities as a member of the Knights of Columbus and the Prince of Peace Council. 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 a range of investment approaches and access to third-party management programs.

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.

Thomas Coleman is a financial advisor at KCD Financial, Inc. with 35 years of industry experience. He has held his current role since 2004 and holds Series 63 and Series 65 licenses. Outside of advising, he is the owner of a separate insurance business focused on fixed annuity sales. 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 access to third-party management programs, implementing a range of investment strategies tailored to client goals and risk tolerance.

Jacob Kercher is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 66 designation and two years of industry experience. His work history includes roles at Packerland Brokerage Services since 2022, as well as positions at Kwik Trip and Chartwells. Packerland Brokerage Services serves individual and institutional clients through a network of 176 advisors managing approximately $1.358 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing multiple investment platforms and strategies to meet diverse client needs.

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 at Packerland Brokerage Services, Inc. with one year of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes roles at State Farm VP Management Corp and Tiona Petrouske Insurance Agency. Packerland Brokerage Services 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, retirement-plan consulting, and access to third-party money managers using a variety of managed account platforms.

Zachary Westenberg is a financial advisor at Packerland Brokerage Services, Inc. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at CCO Staffing, LLC, CCO Capital, LLC, Cole Capital Corporation, and Equity Fund Advisor. Outside of advisory work, he is involved with Westenberg Financial Services, where he provides life insurance and fixed indexed annuity sales. Packerland Brokerage Services 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, utilizing firm-managed portfolios, third-party co-advisory relationships, and fee-based programs on the Hilltop/Envestnet platform.

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.

Cody Beck is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. He holds Series 65 and Series 63 credentials and has four years of industry experience. Prior to his advisory role, Cody worked at Target Corp and Kohler Company, among other positions. He serves as a board member of the Kiel Chamber of Commerce, participating in committees focused on community events and local business development. 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 over $1.3 billion in assets. The firm offers financial planning, portfolio management, wrap-fee and unified managed account programs, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Chad Rohm is a financial advisor at Packerland Brokerage Services, Inc. in Depere, WI, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Packerland Brokerage Services since 2012. In addition to his advisory role, he is involved in fixed and fixed indexed annuity sales. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through a variety of platforms including Hilltop/Envestnet. The firm offers both brokerage and advisory services, combining individualized planning with discretionary or non-discretionary account management and incorporates third-party managers and automated rebalancing tools.

William Van Ess is a CFP® and ChFC® with 36 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 1995. He is chairman of the board at Packerland Brokerage and is involved in insurance sales, focusing on life, health, and disability products. Packerland Brokerage Services, Inc. provides financial planning, portfolio management, and advisory program access to individuals, charities, corporations, and retirement plan sponsors. The firm offers both brokerage and advisory services through a range of client-tailored solutions, including firm-managed portfolios, wrap programs, and third-party co-advisory arrangements.

Kristen Massie is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior work includes roles at Kestra Advisory Services, Riverstone Wealth Partners, Commonwealth Financial Network, Securities America, and Northwestern Mutual. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors and over $1.3 billion in assets under management. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing a mix of direct and third-party investment solutions on the Hilltop-cleared Envestnet platform.

Bryce Schneider is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. He holds the Series 66 designation and joined the industry in 2025. Prior to his current role, he has held positions at Wipfli and the University of Wisconsin - Milwaukee. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers through various advisory programs using the Hilltop-environment platform.