Carolyn Baeten is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Packerland Brokerage Services since 1999. Outside of her advisory role, Baeten is an owner and administrator of a local funeral home, where she handles bookkeeping and payroll duties. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers through a comprehensive platform.

Dana Sobleskey is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Packerland in 2018, he worked at several firms including Associated Investment Services, J.P. Morgan Securities, Chase Investment Services, Raymond James Financial, and Morgan Stanley. Outside of advising, he is involved in catering and event services, including operating a catering business and working with a wedding venue. Packerland Brokerage Services serves individual and institutional clients such as high-net-worth individuals, trusts, corporations, and retirement plan sponsors through a large network of advisors. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party managers via the Hilltop platform.

Carson Bresser is a financial advisor at Packerland Brokerage Services, Inc. based in Green Bay, WI. He holds a Series 66 designation and has been with Packerland since 2025. Prior to his advisory role, his work experience includes positions at CaddieMaster and the University of Wisconsin-Whitewater. 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 managing over $1.3 billion in assets. The firm offers a range of advisory services and utilizes a variety of investment platforms, combining direct management with third-party money managers.

Natalie Boyd is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked with National Life Group, Equity Services, Inc., and Bankers Life Securities Inc. Outside of her advisory role, Boyd is the owner of an independent insurance agency specializing in Medicare and group health plans, and she is involved with the Mosinee Chamber of Commerce, the Cinderella Leadership Foundation, and serves as an ambassador for the USOA Ms. Wisconsin pageant. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers comprehensive financial planning, portfolio management, and retirement-plan consulting. The firm provides both direct and third-party managed investment solutions utilizing the Hilltop/Hilltop-cleared Envestnet platform.

Jacob Fuhrman is a financial advisor at Packerland Brokerage Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked in both advisory and tax preparation roles, including operating Fuhrman Tax Service Ltd. Outside of finance, he is involved as a musician and videographer with the Ludington Guard Band and serves as an election poll worker for the City of Menomonie. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms. The firm combines individualized financial planning with discretionary or non-discretionary account management and provides multiple investment implementation options, including separately managed accounts and unified managed accounts.

Matthew Streckenbach is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Packerland Brokerage Services since 2016 and previously was involved with Shipwrecked from 2007 to 2022. Outside of his advisory role, he manages an online resale business on platforms such as Facebook and eBay. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and manages over $1.3 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing both in-house and third-party managers via the Hilltop-cleared Envestnet platform.

David Vanoss is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Packerland Brokerage Services since 1996 and operates Van Oss Financial concurrently. Outside of advisory work, Vanoss is involved in insurance sales and real estate sales through Coldwell Banker. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various platforms. The firm offers both discretionary and non-discretionary account management, routinely conducts client reviews, and combines brokerage and advisory services as a dually registered investment adviser and broker-dealer.

Eric Brinen is a financial advisor at Packerland Brokerage Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Packerland since 2014. In addition to his advisory role, he is an insurance agent at Brinen & Associates, where he has been involved in insurance sales since 2008. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through a variety of platforms, including firm-managed portfolios 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.

Jolanta Godwod is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She previously worked at Stifel Nicolaus & Co., Inc. for 12 years before joining Packerland in 2018. Outside of her advisory role, she serves as trustee for the Green Saulnier Family Irrevocable Trust, overseeing non-investment related rent collection activities. 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, utilizing firm-managed portfolios, third-party co-advisory relationships, and fee-based programs on the Hilltop/Envestnet platform.

Deborah Teske is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. She has worked at Creative Planning since 2022 and previously spent over two decades at Wipfli, LLP and Wipfli Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a wide range of supplemental investment options and integrated retirement plan services.

Brianne Burnett is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and one year of industry experience. She has previously worked at Kerberrose Wealth Management, LLC, and has roles outside of finance including coaching junior varsity volleyball and working as a waitress at Archies Heavenly Spirits. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Michael Kresl is a financial advisor at Equity Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Life Group, Packerland Brokerage Services, Anico Financial Services, and American National Insurance Company. In addition to his advisory role, Kresl is a Certified Public Accountant involved in tax return preparation and agency work in fixed insurance sales. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, serving clients through a network of investment adviser representatives.

Susan Mcdougal is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021, following five years at Wells Fargo Clearing and another five years at Wells Fargo Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement planning with written Recommendation Reports and ongoing advice based on proprietary research and third-party data. The firm’s approach includes restrictive enrollment criteria and integrates assets managed within Ameriprise’s affiliated product ecosystem.

Ross Farley is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at C.H. Robinson for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

Mark Zurowski is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2019 and was previously affiliated with Grace Community Church from 2016 to 2019. Outside of advising, he owns a commercial real estate business in Green Bay that leases office space to Edward Jones dual financial advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Jonathan Schweiger is a financial advisor with Edward Jones in Suamico, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he is involved in music as a singer and songwriter with Spirit in the Machine LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Jenifer Zobro is a financial advisor at Edward Jones in Hobart, WI, holding a Series 66 designation with one year of industry experience. Her background includes roles in dental care and health services, as well as self-employment with NuSkin Health & Beauty. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 advisors.

Chris Thelen is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Fox Communities Credit Union, BMO Harris Financial Advisors, Inc., and M&I Financial Advisors, Inc. He is currently associated with Fox Communities Credit Union Investment Services in conjunction with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Ted Matuszak is a financial advisor with LPL Financial in Pulaski, Wisconsin, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Denmark State Bank, Wells Fargo Clearing, and Edward Jones. Outside of advising, he has worked as an Uber driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad platform of non-advisory financial services.

Ilya Dayter is a Senior Financial Advisor at Merrill Lynch Wealth Management in Green Bay, Wisconsin. He serves a diverse clientele across the country, including business owners, entrepreneurs, corporate executives, and individuals seeking to manage and grow their wealth effectively. Ilya's advisory approach emphasizes understanding clients’ financial situations, goals, and challenges to develop tailored wealth management strategies. He specializes in employee benefits for businesses, trust and wealth transfer planning for families, and exit planning, frequently collaborating with clients' legal and accounting advisors to integrate various financial aspects. Before entering financial services, Ilya served in the United States Air Force, participating in Operation Enduring Freedom and Operation Iraqi Freedom, and held roles including Air Force Coalition Coordinator in Kyrgyzstan. He holds a Bachelor's Degree from Chapman University and has earned several professional designations: Accredited Asset Management Specialist (AAMS), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Retirement Accredited Financial Advisor (RAFA). Ilya is actively involved in his community, serving on the Police and Fire Commission for the Village of Howard, previously presiding over the Howard Suamico Business & Professional Association, and participating in groups such as the Bank of America Military Support & Assistance Group and the Northeast Wisconsin Veterans Alliance. He is bilingual in English and Russian. Outside of work, Ilya enjoys spending time with his family, as well as activities including gardening, golfing, pickleball, scuba diving, skiing, tennis, and traveling.