Douglas Waelchli is a financial advisor with Harbour Investments, Inc. in Peshtigo, WI, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior experience includes 11 years at SII Investments, Inc. He also operates as an independent insurance agent, which may include handling equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing a combination of fundamental and technical analysis to create customized strategies using various investment instruments.

Jared Lawatsch is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 designation with two years of industry experience. He has been with Nicolet Wealth Management since 2022 and previously worked in educational roles at the University of Wisconsin - Eau Claire and Neenah High School. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements, offering services including investment policy statement preparation, ongoing monitoring, participant education, and plan service provider support. The firm acts as an ERISA investment manager with discretionary authority and coordinates fiduciary services through Vestwell.

April Moeller is a financial advisor with Nicolet Wealth Management, holding a Series 66 designation and two years of industry experience. She previously worked at Nicolet National Bank for 25 years. Outside of her advisory role, Moeller serves as an Emergency Medical Responder for the towns of Bailey’s Harbor and Egg Harbor and participates in financial management for the Egg Harbor Firefighter’s Inc., a nonprofit supporting the local fire department. Nicolet Advisory Services focuses on retirement plan advisory and consulting for defined-contribution plans such as 401(k) and 403(b) arrangements, providing investment policy development, ongoing monitoring, participant education, and fiduciary services through a coordinated team approach.

Quinton Cretton Presnell is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. He holds a Series 66 designation and has five years of industry experience. Prior to joining Packerland Brokerage Services, he worked for the Wisconsin State Journal. 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, wrap-fee and unified managed account programs, and retirement-plan consulting, utilizing both direct and third-party investment solutions.

Joshua Flanders is a financial advisor with Harbour Investments, Inc. and Capital Seasons Wealth Management, holding Series 65 and Series 63 licenses with nine years of industry experience. He has worked previously at Thrivent Financial and Wachholz & Associates Wealth Management. Outside of finance, he operates a woodworking business, The Joshua Shop LLC, where he creates and sells custom and rehabilitated furniture. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing both fundamental and technical analysis alongside third-party manager strategies.

Katherine Deprey is a CFP® professional with three years of industry experience, currently advising at Facet. Her prior work includes roles at FIS Global and the Muscular Dystrophy Association. Katherine has experience in financial services as well as nonprofit and staffing sectors. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm uses a holistic Total Financial Life Resources framework and primarily ETF-based discretionary asset allocation, providing technology-driven features and flat annual fees rather than percentage-of-AUM charges.

Dana Mc Vey is a financial advisor at Nicolet Wealth Management in Green Bay, WI, with eight years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at LPL Financial LLC and Capital Credit Union. Mc Vey is also a notary public in Wisconsin. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily to participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements, offering investment policy preparation, monitoring, participant education, and fiduciary services through a structured investment oversight process.

Henry Pfeifer is a financial advisor at Nicolet Wealth Management in Petoskey, MI, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank. Outside of his advisory work, he serves as president of a local adult hockey league and is involved with the Petoskey Area Hockey Association, supporting youth hockey teams. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm offers services including investment policy statement preparation, ongoing investment monitoring, participant education, and plan service provider support, operating with discretionary authority in ERISA investment management.

Eric Trousil is a CFA® charterholder with eight years of industry experience, currently serving as a Senior Vice President and Wealth Advisor at Johnson Wealth Inc. and Johnson Bank in Green Bay, WI. Prior to this, he worked at Nicolet Advisory Services, LLC and Nicolet National Bank. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, and other entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies, offering strategies through model portfolios, mutual funds, ETFs, individual securities, and curated private investments for qualified clients.

Andrew Maertz is a financial advisor with Nicolet Wealth Management in Green Bay, WI, holding a Series 66 credential and 12 years of industry experience. His career includes roles at Private Client Services and SII Investments. Outside of finance, he is the founder and owner of Apex Apparel LLC, a business focused on designing and selling professional and athleisure wear. Nicolet Advisory Services specializes in retirement plan advisory and consulting for participant-directed defined-contribution plans, offering services such as investment policy statement preparation, ongoing monitoring, participant education, and fiduciary support. The firm operates under common control with Nicolet National Bank and integrates investment oversight with custody services through Vestwell.

Logan Dorner is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Nicolet, he has worked with Private Client Services and Pruco Securities LLC, among other roles. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements, offering services that include investment policy statement preparation, ongoing monitoring, participant education, and fiduciary support.

Samuel Scheer is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 66 designation with five years of industry experience. His career includes roles at Nicolet Wealth Management, Private Client Services, Nicolet National Bank, The Giersch Group, and the University of Wisconsin-Milwaukee. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm utilizes a combination of fundamental and technical analysis supported by third-party research and serves a distinctive client base that includes banking institutions and municipal plan sponsors.

Anita Resch is a CFP® professional with six years of industry experience. She has worked at Johnson Bank and Johnson Wealth Inc. since 2019 and previously spent twelve years at Nicolet National Bank. She holds the role of Senior Vice President and Wealth Regional Sales Manager at Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, and institutional entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary management for 401(k) participants like airline pilots.

Daniel Mangold is a financial advisor at Nicolet Wealth Management in Appleton, WI. He holds a Series 66 designation and has recently begun his career in the industry. His prior work experience includes roles at the Federal Deposit Insurance Corporation and Ameriprise Financial, among others. Nicolet Advisory Services provides retirement plan advisory and consulting primarily to plan sponsors and fiduciaries of participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm offers services including investment policy statement preparation, ongoing monitoring, participant education, and plan service provider support, with investment oversight conducted by an internal research team and investment committee.

Ariel Reque is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Nicolet, Ariel worked at CG Advisory Services and several banking institutions including Wells Fargo and Flagstar Bank. Ariel also serves as a Compliance Analyst at CG Advisory Services. Nicolet Advisory Services specializes in retirement plan consulting and investment management for plan sponsors and fiduciaries, focusing primarily on 401(k) and 403(b) plans. The firm employs a research-driven investment approach supported by an internal team and serves distinctive client segments such as banking institutions and municipal plan sponsors.

Joshua Kohnhorst is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 66 designation with six years of industry experience. His career includes roles at Private Client Services, Nicolet National Bank, State Farm Insurance, and Festival Foods. Nicolet Advisory Services specializes in retirement plan advisory and consulting for participant-directed defined-contribution plans, providing investment policy preparation, monitoring, participant education, and fiduciary services with discretionary authority under ERISA.

Darren Grayson is a financial advisor with Nicolet Wealth Management in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. He has worked with Nicolet National Bank since 2015 and has been involved with Nicolet Wealth Management since 2016, along with prior experience at SII Investments. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs a combination of fundamental and technical analysis, supported by third-party research, and serves a distinctive client base that includes banking institutions and municipal plan sponsors.

Peter Schaefer is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Nicolet Wealth Management. His prior roles include positions at Legacy Private Trust Company and J.P. Morgan Securities LLC. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily for participant-directed defined-contribution plans, offering investment policy development, ongoing monitoring, participant education, and fiduciary services. The firm operates under Nicolet Bankshares, Inc. and utilizes an internal investment research team alongside third-party custody arrangements in delivering its services.

Justin Regnier is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Nicolet Wealth Management, where he has worked since 2021. Prior to that, he spent five years at WoodTrust Bank in various advisory roles. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries, offering services including investment policy statement drafting, ongoing monitoring, benchmarking, participant education, and rollover assistance. The firm conducts investment research through an internal team and accepts discretionary ERISA Section 3(38) fiduciary authority when engaged as an investment manager.

Brady Bellue is a financial advisor at CreativeOne Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Client One Securities, LLC since 2013. Outside of his advisory role, he serves as president of The Bellue Agency, Inc., where he works as an independent insurance agent, and is a member of Flying House Media, a business consulting and financing company. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary advisory platform.