Cody Beck is a financial advisor at Packerland Brokerage Services, Inc. with Series 63 and 65 licenses and four years of industry experience. He previously worked at Target Corp and Kohler Company and serves as a board member of the Kiel Chamber of Commerce, participating in committees for 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. The firm offers financial planning, portfolio management, and retirement-plan consulting through a network of advisors, using both direct management and third-party managers via the Hilltop-enveloped 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.

Michael Gu is a CFP® and Series 66-licensed advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. He has held various roles within the financial services industry since 2021, including positions at Cambridge Financial Group, NYLIFE Securities LLC, and Eagle Strategies LLC. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm provides a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing both direct and third-party investment solutions through the Hilltop/Hilltop-cleared Envestnet platform.

Lisa Brassington is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. She holds a Series 66 designation and has five years of industry experience. In addition to her advisory role, she operates Macro Financial, LLC, which involves the sale of whole life and disability insurance, and she plans to begin working as a medical specimen courier for Options Lab, Inc. in 2024. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 177 advisors. The firm offers financial planning, portfolio management, and retirement-plan consulting, delivering investment solutions both directly and via third-party managers using the Hilltop/Hilltop-cleared Envestnet platform.

Jeffery Steely is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Apex Wealth Advisors LLC. He serves on the board of the Milwaukee Armed Services Committee, supporting Armed Forces Week activities. 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 a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing platforms such as Envestnet to provide both discretionary and non-discretionary investment solutions.

Timothy Frey is a financial advisor at Packerland Brokerage Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Sagepoint Financial. Outside of his advisory role, he is a children’s book author and serves on the board of the Lakeland Family Resource Center, which provides family support services in Washburn County. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of managed portfolios and third-party arrangements, combining individualized planning with discretionary or non-discretionary account management.

Mick Scheuer is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 66 designation and six years of industry experience. He has been with Packerland Brokerage Services and Scheuer Insurance & Financial Services since 2015. Outside of advisory work, he operates as an independent insurance agent focusing primarily on health insurance, including ACA and Medicare sales, along with disability and life insurance 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 discretionary and non-discretionary account management through various platforms and combines brokerage and advisory services as a dually registered SEC investment adviser and FINRA broker-dealer.

Mark Swenson is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Packerland since 2015. Outside of his advisory role, Swenson owns and operates a retail liquor store in Winona, MN. 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, third-party co-advisory and solicitor arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Pamela Eggers is a CFP® professional with 23 years of experience in the financial industry, currently serving at Packerland Brokerage Services, Inc. since 2008. She holds Series 63 and Series 65 licenses and is based in Pulaski, Wisconsin. In addition to her advisory role, she is involved in insurance sales, focusing on life, health, disability, long-term care, funeral trusts, and fixed and indexed annuities. Packerland Brokerage Services, Inc. serves individuals, including high-net-worth clients, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary or non-discretionary account management and utilizes a range of investment vehicles and platforms, including Hilltop/Envestnet, while maintaining dual SEC investment adviser and FINRA broker-dealer registrations.

Paul Fuhrman is a financial advisor with Packerland Brokerage Services, Inc., holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has worked at Packerland Brokerage Services since 2009 and has operated Fuhrman Tax Service Ltd. since 1976, where he serves as president and tax return preparer. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm is dually registered as an SEC investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and providing both brokerage and advisory implementation options.

Thomas Ehlers is a financial advisor with Packerland Brokerage Services, Inc. in Depere, WI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Packerland Brokerage Services since 2002. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, long-term care, disability insurance, and fixed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services, utilizing firm-managed portfolios, wrap programs, and third-party co-advisory arrangements on the Hilltop/Envestnet platform.

Robert Metzger is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Sierra Financial and ongoing involvement with Stateline Services SB Inc., where he serves as treasurer and secretary of a portable toilet rental and service business. He is also a licensed real estate broker, focusing on referrals, and works as an insurance agent specializing in property and casualty insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers a combination of discretionary and non-discretionary account management through various platforms and maintains dual registration as an SEC-registered investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Michelle Micksch is a financial advisor with Packerland Brokerage Services, Inc. She holds Series 63 and Series 65 licenses and has six years of industry experience. In addition to her advisory role, Micksch has worked as an accountant and tax preparer at De Pere Business Center LLC since 1998. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers a range of advisory solutions including financial planning, portfolio management, and retirement-plan consulting. The firm utilizes platforms such as Envestnet to deliver both discretionary and non-discretionary investment management across multiple account structures.

Dean Haack is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has also worked as a real estate agent with Coldwell Banker The Real Estate Group, Inc. since 2011 and performs seasonal tax preparation services. Packerland Brokerage Services, Inc. serves individual and institutional clients—including high-net-worth individuals, trusts, corporations, and retirement plan sponsors—with a range of advisory offerings such as financial planning, portfolio management, and retirement-plan consulting. The firm utilizes the Hilltop/Hilltop-cleared Envestnet platform to provide a variety of managed account programs and delivers investment solutions through both direct management and third-party managers.

Suanne Cain is a financial advisor with Packerland Brokerage Services, Inc. in Oconto, WI, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Packerland since 2004 and also owns Cain Accounting, a CPA firm established in 2000. Cain serves as treasurer for several local nonprofit organizations, including the Oconto County Historical Society, the Oconto Area Chamber of Commerce, and Ducks Unlimited of Oconto County. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers a combination of discretionary and non-discretionary account management through various investment platforms and is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer.

Nicole Becker is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company, Principal Securities Inc, and Mutual of Omaha Investor Services. In addition to her advisory role, she operates a fixed insurance agency focused on life, annuities, long-term care, disability, and health insurance. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party arrangements on the Hilltop/Envestnet platform. The firm offers both brokerage and advisory services and manages over $900 million in client assets.

Danny Albertson is a financial advisor at Packerland Brokerage Services, Inc. in Winona, MN, holding a Series 66 designation with 17 years of industry experience. He has been with Packerland Brokerage Services since 2015. Outside of advisory work, Albertson is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized financial planning with discretionary or non-discretionary account management and offers multiple investment solutions through its SEC-registered investment adviser and FINRA broker-dealer registrations.