Gerard Deprez is a CFP® with 27 years of industry experience, currently serving at Harbour Investments, Inc. since 1998. He also operates Deprez Financial Services as an independent insurance agent. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, offering customized portfolio management strategies that utilize mutual funds, ETFs, fixed income, annuities, and other instruments.

Parker Olson is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Jewelers Mutual Group and Festival Foods. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment approach combines fundamental and technical analysis supported by internal research and third-party sources.

Grace Anderson is a financial advisor at Johnson Wealth Inc. in Green Bay, WI, holding a Series 65 credential with six years of industry experience. She has worked at Johnson Bank and Johnson Wealth Inc. since 2023 and previously spent four years at Appleton Group LLC. Johnson Wealth is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing approximately $10.35 billion in client assets for a range of high-net-worth and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and specialized programs, employing a long-term, purpose-driven investment approach centered on asset allocation, model portfolios, and manager selection supported by qualitative and quantitative analysis.

Thomas Hart is a CFP® and holds a Series 65 license with three years of experience in the financial services industry. He has worked at Nicolet Wealth Management since 2023 and previously held roles at Power Home Remodeling Group and Business Talent Group. Nicolet Wealth Management provides retirement plan consulting and investment management services primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs an internal research team and an investment committee to oversee manager selection and portfolio implementation, offering discretionary fiduciary services under ERISA Section 3(38).

Anthony Wilhelms is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Nicolet Wealth Management in Green Bay, WI. He has worked at Nicolet Wealth Management since 2016 and previously at Private Client Services from 2018 to 2020. Wilhelms is also a representative for Nicolet Advisory Services, LLC. Nicolet Advisory Services specializes in retirement plan consulting and investment management for plan sponsors and fiduciaries, primarily focusing on 401(k) and 403(b) plans. The firm employs an internal investment research team and a management committee, offering a combination of fundamental and technical analysis and discretionary fiduciary services, and serves a client base that includes banking institutions and municipal plan sponsors.

Nathan Ongemach is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Nicolet Advisory Services, Private Client Services, Nicolet National Bank, and Associated Bank N.A. Nicolet Advisory Services specializes in retirement plan advisory and consulting for plan sponsors and fiduciaries, focusing primarily on participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm provides services including investment policy statement preparation and review, investment selection and monitoring, participant education, benchmarking, and plan service provider support.

Steven (Shlomo) Hoffman is a CFP® and ChFC® with 24 years of industry experience. He is currently with KCD Financial, Inc. and has previously worked at Fourstar Wealth Advisors, Cambridge Investment Research, and LPL Financial. Outside of his advisory role, he is an independent insurance agent and performs occasional handyman and odd jobs unrelated to financial markets. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors serving individuals, corporate pension plans, and charitable organizations. The firm offers asset management and financial planning services, using a range of investment strategies and third-party management programs.

Owen Deprez is a financial advisor at Harbour Investments, Inc. with Series 66 credentials and one year of industry experience. Prior to joining Harbour, he was associated with Deprez Financial Services for one year. His background includes roles in education and manufacturing, including positions at UW Lacrosse and N.E.W. Plastics. Harbour Investments serves a diverse client base that includes individual investors, trusts, pension and 401(k) plans, as well as institutional and corporate entities. The firm offers a variety of portfolio management and financial planning services, utilizing multiple investment approaches tailored by individual advisers and third-party managers.

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.

Natalie Mc Neal is a financial advisor with Nicolet Wealth Management in Green Bay, WI. She holds the Series 66 designation and has been in the industry for less than one year. Prior to joining the firm, her experience includes roles at Private Client Services and several short-term positions across various businesses. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment approach includes internal research and oversight by an investment committee, offering discretionary fiduciary authority and serving a diverse client base including banking institutions and municipal plan sponsors.

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.

Stephen Duhr is a financial advisor at KCD Financial, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior positions include roles at Northland Securities, Inc. for 11 years and First MidAmerica Investment Corporation for 3 years. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, utilizing third-party platforms and managers while tailoring strategies to client goals and risk tolerance.

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.

Michelle Krause is a financial advisor with Nicolet Wealth Management in Green Bay, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Robert Baird & Co., J.P. Morgan Securities, and Empower Financial 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 an internal investment research team and Investment Committee to guide manager selection and accepts discretionary fiduciary authority for plan implementation.

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 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.

Katherine Deprey is a CFP® professional at Facet with three years of industry experience. Her prior work includes roles at FIS Global and Skaliwags, as well as experience with the Muscular Dystrophy Association. Facet Wealth offers subscription-based financial planning and discretionary investment management to a wide range of individual clients, utilizing technology-driven processes and model-based asset allocations focused on exchange-traded funds. The firm serves both non-high-net-worth and high-net-worth households primarily through remote communication and a proprietary web platform.

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.