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.

Cary Mares is a CFP® professional with 21 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2007. He is also involved in his community as a youth basketball coach for the Appleton Blaze. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing a range of investment solutions both directly and via third-party managers.

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.

John Kaye is a financial advisor at Packerland Brokerage Services, Inc. with 18 years of industry experience. He holds the Series 63 designation and has a background in accounting as the owner of John H. Kaye CPA and an associate at KerberRose SC, where he focuses on tax preparation and consulting. His career also includes roles at Raymond James Financial Services and Crump Life Insurance Services, with additional experience in non-variable life insurance sales and estate planning. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various managed portfolios and fee-based programs on the Hilltop/Envestnet platform. The firm combines individualized planning with discretionary and non-discretionary management, providing tools such as separately managed accounts and automated rebalancing, and operates as both an SEC-registered investment adviser and FINRA broker-dealer.

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.

Robert Rivera is a financial advisor at KCD Financial, Inc. in Green Bay, WI, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Advisor Networks LLC and Central Financial States. Outside of his advisory role, Rivera is a member of the Knights of Columbus and serves on the Prince of Peace council. 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 investment strategies, offering both non-discretionary advisory services and access to third-party managed accounts.

Brad Roethlisberger is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, holding the ChFC® designation with 32 years of industry experience. His previous roles include positions at Capital Credit Union and LPL Financial. In addition to his advisory work, he prepares income taxes for about 10 family and friends for compensation. 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, and third-party co-advisory arrangements, managing approximately $909 million in client assets.

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.

Brandon Moehn is a financial advisor at Packerland Brokerage Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved in internet retail sales of hunting gear through OpenAir Outfitters LLC. Packerland Brokerage Services 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 a combination of firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Gail Thiry is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, with 23 years of industry experience. She holds a Series 63 designation and has been with Packerland since 2013. Outside of her advisory role, Gail is involved in insurance sales through her business, Gail Thiry Financial, focusing on life, fixed and indexed annuities, and long-term care 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 brokerage and advisory solutions, utilizing firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs through the Hilltop/Envestnet platform.

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.

Michael Roth is a financial advisor with Packerland Brokerage Services, Inc. in Appleton, WI, holding a Series 66 designation and three years of industry experience. He has been with Packerland Brokerage Services since 2022 and has also been self-employed since 2017. Outside of advising, Roth is a part owner of a local bar and engages in freelance composing, arranging, and orchestration work as a hobby. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary or non-discretionary account management and offers a range of investment solutions, including firm-managed portfolios and third-party manager arrangements, while operating as both an SEC-registered investment adviser and a FINRA broker-dealer.

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.

Thomas Coleman is a financial advisor with KCD Financial, Inc. in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with KCD Financial since 2004. Outside of his advisory role, he owns and operates an insurance business focused on fixed annuities. KCD Financial, Inc. is a registered investment adviser and dually registered broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical methods and investment strategies and offers both non-discretionary and discretionary advisory services, as well as access to managed account platforms through third-party providers.

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.

Jacob Kercher is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 66 designation and two years of industry experience. His work history includes roles at Packerland Brokerage Services since 2022, as well as positions at Kwik Trip and Chartwells. Packerland Brokerage Services serves individual and institutional clients through a network of 176 advisors managing approximately $1.358 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing multiple investment platforms and strategies to meet diverse client needs.

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.