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 with KCD Financial, Inc. in Green Bay, WI, holding CFP®, ChFC®, and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory work, he is an independent insurance agent and occasionally performs handyman and odd jobs unrelated to financial markets. 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 tailored investment strategies and 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.

Allen Mahnke is a financial advisor at Merit Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Outside of his advisory roles, he is involved with Mahnke Investments LLC, focusing on real estate rental. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors and $23.9 billion in client assets. The firm offers comprehensive wealth-management services with a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

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.

Stephen Duhr is a financial advisor at KCD Financial, Inc. in Green Bay, WI, with 28 years of industry experience. He has held positions at Northland Securities, Inc. since 2007 and previously worked at First MidAmerica Investment Corporation and Choreo, LLC. He holds Series 63 and Series 65 licenses. 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 portfolio appraisal services and uses a range of investment strategies tailored to client goals.

Joel Blumenschein is a financial advisor with KCD Financial, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with KCD Financial since 2010 and previously spent 18 years at Freedom Investors Corp. Blumenschein also serves as president and director of Freedom Securities, Inc. 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 asset management, financial planning, portfolio appraisal services, and access to third-party management programs.

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.