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 Appleton, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Packerland Brokerage Services since 2006. Outside of his advisory role, he owns and operates Daffodil Designs, LLC, a business selling handmade woodworking and metalworking projects and furniture online, and holds a board position with My Talent Planner LLC. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and access to advisory programs. The firm offers both discretionary and non-discretionary account management with a variety of investment options and is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer.

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.

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.

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.

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 financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 credential with three years of industry experience. Prior to joining Nicolet, he worked at Power Home Remodeling Group and Business Talent Group. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs an internal research team and investment committee to perform investment selection and monitoring, offering services including policy drafting, benchmarking, and participant education.

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 financial advisor at KCD Financial, Inc. with 23 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. Hoffman has worked with Cambridge Investment Research advisors, Inc. since 2015 and is also affiliated with Fourstar Wealth Advisors, LLC. Outside of financial advising, he is an independent insurance agent and performs occasional handyman and odd jobs. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and strategies, offering both discretionary and non-discretionary advisory services, with 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.

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.

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.

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.

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.