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.

Steven Effert is a financial advisor with Trustmont Advisory Group, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Trustmont in 2020, he worked at Securities Service Network, Inc. from 2016 to 2020. Effert serves as treasurer for N.E.W. New Near North Club, a nonprofit supporting natural resource protection through outdoor activities. Trustmont Advisory Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a long-term investment approach drawing on multiple public research sources and manages approximately $1.3 billion, offering discretionary portfolio management as well as access to third-party managers and brokerage products.

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.

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 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.

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 worked previously with Cetera Advisor Networks, Central Financial States, Capital Credit Union, Principal Financial Services, and Thrivent Investment Management. Rivera is also involved in community activities as a member of the Knights of Columbus and the Prince of Peace Council. 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 a range of investment approaches and access to third-party management programs.

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, with two years of industry experience. He holds the Series 66 designation. Prior to joining Nicolet Wealth Management, he gained experience with Private Client Services and has held various roles outside finance, including work with Sprinview Landscaping and Englebert Training Systems. Nicolet Wealth Management provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm uses a combination of fundamental and technical analysis for investment research and serves a range of clients including banking institutions and municipal plan sponsors.

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 at KCD Financial, Inc. with 35 years of industry experience. He has held his current role since 2004 and holds Series 63 and Series 65 licenses. Outside of advising, he is the owner of a separate insurance business focused on fixed annuity sales. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and access to third-party management programs, implementing a range of investment strategies tailored to client goals and risk tolerance.