Joshua Kohnhorst is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 66 designation with six years of industry experience. His career includes roles at Private Client Services, Nicolet National Bank, State Farm Insurance, and Festival Foods. Nicolet Advisory Services specializes in retirement plan advisory and consulting for participant-directed defined-contribution plans, providing investment policy preparation, monitoring, participant education, and fiduciary services with discretionary authority under ERISA.

Darren Grayson is a financial advisor with Nicolet Wealth Management in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. He has worked with Nicolet National Bank since 2015 and has been involved with Nicolet Wealth Management since 2016, along with prior experience at SII Investments. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs 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.

Peter Schaefer is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Nicolet Wealth Management. His prior roles include positions at Legacy Private Trust Company and J.P. Morgan Securities LLC. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily for participant-directed defined-contribution plans, offering investment policy development, ongoing monitoring, participant education, and fiduciary services. The firm operates under Nicolet Bankshares, Inc. and utilizes an internal investment research team alongside third-party custody arrangements in delivering its services.

Justin Regnier is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Nicolet Wealth Management, where he has worked since 2021. Prior to that, he spent five years at WoodTrust Bank in various advisory roles. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries, offering services including investment policy statement drafting, ongoing monitoring, benchmarking, participant education, and rollover assistance. The firm conducts investment research through an internal team and accepts discretionary ERISA Section 3(38) fiduciary authority when engaged as an investment manager.

Brady Bellue is a financial advisor at CreativeOne Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Client One Securities, LLC since 2013. Outside of his advisory role, he serves as president of The Bellue Agency, Inc., where he works as an independent insurance agent, and is a member of Flying House Media, a business consulting and financing company. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary advisory platform.

Erik Zurek is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Nicolet Wealth Management since 2023. Prior to joining Nicolet, he worked at Guggenheim Partners from 2016 to 2023. Nicolet Wealth Management is a multi-team firm that provides retirement plan advisory and consulting services primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm offers investment policy development, ongoing monitoring, participant education, and fiduciary services through its coordinated team and research oversight.

Justin Manning is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Schneider National. In addition to his advisory role, he is an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm offers customized portfolio management using a variety of investment vehicles and employs both fundamental and technical analysis in its strategies.

Kyle Brunette is a financial advisor at Nicolet Wealth Management in Green Bay, WI, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services and Bank of Luxemburg. In addition to his advisory work, he serves as a power of attorney for his mother's investment account. Nicolet Advisory Services provides retirement plan consulting and investment management primarily to 401(k) and 403(b) plan sponsors and fiduciaries. The firm uses a combination of internal research and third-party sources to support its investment decisions and serves a range of clients including banking institutions and municipal plan sponsors.

Genevieve Strenski is a financial advisor at Encompass More Asset Management LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Global View Capital and Experior Financial, as well as several positions in the transportation sector. Outside of her advisory work, she owns and manages a property management business. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach and focuses exclusively on individual investors rather than corporate or charitable clients.

Barry Martzahl is a CFP® with 40 years of experience in the financial services industry. He is currently a financial advisor at Nicolet Wealth Management and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Martzahl serves as a board member and finance committee member for the Boys & Girls Club of Green Bay and is involved with the Green Bay Area Catholic High School Foundation. 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 investment policy development, monitoring, participant education, and acts as an ERISA investment manager with discretionary authority.

Drew Redard is a financial advisor at Associated Investment Services, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at Associated Bank, Menards, and Bay Port High School. 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 various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform.

John Wheeler is a financial advisor at Harbour Investments, Inc. in Green Bay, WI, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 37 years of industry experience, including 14 years with Harbour Investments and over four decades with John Patrick Planning Group, where he also operates as an independent insurance agent. Outside of financial advising, he has worked as an independent contractor for Lyft. Harbour Investments serves a diverse client base, including individuals across wealth levels, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and providing clients access to multiple execution platforms.

Alexis Mc Carthy is a CFP® with two years of industry experience, currently advising at Nicolet Wealth Management. Prior to joining Nicolet, Alexis worked at Private Client Services and held roles at the State of Wisconsin Department of Revenue and Door County Medical Center. Outside of financial advising, Alexis is a gymnastics instructor for young children at the Door County YMCA. Nicolet Wealth Management provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors, utilizing internal research and third-party sources to support investment decisions. The firm operates under the ownership of Nicolet Bankshares, Inc. and serves a range of clients including banking institutions and municipal plan sponsors.

Eric Martzahl is a CFP® professional with 11 years of experience in financial advisory services. He currently works at Nicolet Wealth Management and has previously held roles at Morgan Stanley and Ameriprise Financial Services. He serves on the finance committee of Notre Dame Academy, a Catholic high school in Green Bay, WI. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm offers investment policy development, ongoing monitoring, participant education, and fiduciary services, operating under common control with Nicolet National Bank.

John Horak is a financial advisor with Nicolet Wealth Management in Green Bay, WI. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2025. His prior work includes roles at Northwestern Mutual and involvement with the University of Wisconsin Football program. Nicolet Advisory Services specializes in retirement plan advisory and consulting for plan sponsors and fiduciaries, focusing on participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm provides services including investment policy statement preparation, ongoing monitoring, participant education, and acts as an ERISA investment manager with discretionary authority.

Jordyn Herzog is a CFP® and Series 65-licensed financial advisor with four years of industry experience, currently with Nicolet Wealth Management in Green Bay, WI. Prior to joining Nicolet Wealth Management in 2022, she worked at Grant Thornton for six years. Nicolet Wealth Management provides retirement plan consulting and investment management primarily to 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs an internal investment research team and committee to guide discretionary ERISA Section 3(38) fiduciary decisions, serving a diverse client base that includes banking institutions and municipal plan sponsors.

Steven Crispigna is a CFP® and ChFC® with 43 years of industry experience. He has been affiliated with Harbour Investments, Inc. and Crispigna Financial since 1989. Outside of his advisory work, he is involved in a family-owned pizza business and provides commodity options to clients through MCVEAN TRADING COMPANY. Harbour Investments, Inc. offers investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles and provides ongoing account monitoring and model-based solutions.

Rachel Patterson is a CFP® professional with two years of experience in financial advising, currently with Nicolet Wealth Management in Green Bay, WI. She has worked in various roles within Nicolet Wealth Management and Nicolet National Bank since 2017. Prior to joining the financial industry, she was employed at Walgreens for five years. 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 fiduciary support. The firm operates under common control with Nicolet National Bank and employs a coordinated approach to investment management and ERISA fiduciary services.

Seth Larreau is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Nicolet Wealth Management and has held prior roles at MidwestOne Bank, Bremer Bank, Bell Bank, and U.S. Bancorp Investments. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs an internal research team and an investment committee to oversee investment selection and offers discretionary fiduciary authority for plan-level management.

Mike Demeuse is a financial advisor with CreativeOne Wealth, LLC in Green Bay, WI. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining CreativeOne Wealth in 2025, he worked at Cetera and Cetera Advisor Networks LLC from 2013 to 2025. CreativeOne Wealth provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.