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 66 and Series 63 designations and has worked at firms including LPL Enterprise and Prudential Insurance Company of America. Steely serves as a non-profit board member for the Milwaukee Armed Services Committee, which sponsors Armed Forces Week in Milwaukee. Packerland Brokerage Services serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm uses a range of advisory programs and third-party money managers, managing accounts through the Hilltop-cleared Envestnet platform with both discretionary and non-discretionary options.

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.

Adam Dalke is a CFP® certified financial advisor with 23 years of industry experience. He has worked at Associated Investment Services, Inc. since 2005. Associated Investment Services, Inc. provides advisory and brokerage services primarily 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.

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.

Andrea Zoeller is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. Her prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and Voya Financial Advisors. She is active in her community as a board member and committee chair for the De Pere Area Chamber of Commerce, organizing volunteer activities for youth. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy implemented through customizable model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.

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.

William Morrison is a CFP® and CFA® with seven years of industry experience. He currently works at Merit Financial Advisors and has previously been affiliated with PKS Investments, Cambridge Investment Research Advisors, Rooted Planning Group, and Carl M. Hennig, Inc. Additionally, he serves as a Teaching Assistant Professor at the University of Wisconsin Oshkosh, where he teaches courses on finance, investments, and student-managed endowments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Sydney Thompson is a financial advisor with Merit Financial Advisors in De Pere, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Merit, Thompson worked at PKS Investments and LPL Financial, among other firms. Outside of finance, Thompson serves as head coach for the Panthers 17 Black volleyball team at One Wisconsin Volleyball Club. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

Thomas Beno Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Wealth Watch Advisors, LLC and Cambridge Investment Research Advisors, along with operating under his own name since 2009. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with asymmetric rebalancing, and utilizes third-party sub-advisers and custodians.

Timothy Steffen is a ChFC®-designated financial advisor with 37 years of industry experience, currently serving at KCD Financial, Inc. since 2004. Prior to this, he worked for Eagle Strategies (NY Life) for five years. Outside of financial advising, he owns and operates a tree farm specializing in timber production, and he is the newly elected chairman of the Shawano County Republican Party. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm offers asset management, financial planning, and portfolio appraisal services to individuals, corporate pension plans, and charitable organizations, utilizing a range of investment strategies and third-party management programs.

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.

Stephanie Ehr is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Harbour Investments since 2006, as well as at Johnson & Wachholz Financial Services and Wachholz & Associates Wealth Management. Ehr is also president of MoneyLogik, Inc., an investment sales and consulting firm, and works as an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Nathan Bodart is a CFP® and holds a Series 65 license, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with seven years of industry experience. His prior experience includes four years with Creative Planning, LLC and multiple roles at Wipfli Financial Advisors, LLC. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, as well as qualified retirement plans, offering wealth advisory, asset management, and financial and estate planning services. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing a mix of strategic asset allocation and tactical allocation strategies through firm-constructed model portfolios and third-party programs.

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 65 and Series 63 credentials and has six years of industry experience, including seven years at Packerland. In addition to her advisory role, she 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 services including financial planning, portfolio management, and retirement-plan consulting. The firm uses the Hilltop/Hilltop-cleared Envestnet platform to provide various managed account options and serves both discretionary and non-discretionary accounts.

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.