Suanne Cain is a financial advisor with Packerland Brokerage Services, Inc. in Oconto, WI, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Packerland since 2004 and also owns Cain Accounting, a CPA firm established in 2000. Cain serves as treasurer for several local nonprofit organizations, including the Oconto County Historical Society, the Oconto Area Chamber of Commerce, and Ducks Unlimited of Oconto County. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers a combination of discretionary and non-discretionary account management through various investment platforms and is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer.

Nicole Becker is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company, Principal Securities Inc, and Mutual of Omaha Investor Services. In addition to her advisory role, she operates a fixed insurance agency focused on life, annuities, long-term care, disability, and health insurance. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party arrangements on the Hilltop/Envestnet platform. The firm offers both brokerage and advisory services and manages over $900 million in client assets.

Danny Albertson is a financial advisor at Packerland Brokerage Services, Inc. in Winona, MN, holding a Series 66 designation with 17 years of industry experience. He has been with Packerland Brokerage Services since 2015. Outside of advisory work, Albertson is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized financial planning with discretionary or non-discretionary account management and offers multiple investment solutions through its SEC-registered investment adviser and FINRA broker-dealer registrations.

Christopher Warber is a financial advisor at Regal Investment Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Advisory Services Network, Nagel & Associates, and Warber Wealth Management, which he has been affiliated with since 2012. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and serves a diverse client base including individual, charitable, and corporate clients. The firm offers a variety of proprietary and third-party model portfolios, with financial advisers maintaining client relationships while Regal executes and manages the investment strategies.

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.

David Bernarde is a financial advisor at KCD Financial, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCD Financial since 2012. Bernarde also owns and operates Benefits Plus, where he sells life and health insurance, fixed annuities, and group benefit insurance plans. Outside of his advisory work, he assists with event management and announcements for the West De Pere School District and serves as church treasurer at New Hope United Methodist Church. 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 tailored investment strategies and access to third-party management programs, combining advisory and broker-dealer services.

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.

Seth Schwartz is a financial advisor at KCD Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at KCD Financial since 2010. In addition to his advisory role, he is involved in compliance-related consulting and serves as a FINRA arbitrator. He also participates as a member of a homeowners association board. 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, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and portfolio appraisal services that include both discretionary and non-discretionary strategies.

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 at Packerland Brokerage Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Packerland Brokerage Services since 2016. Outside of his advisory role, he is involved in online resale of items on platforms such as Facebook and eBay. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting through a network of 176 advisors and utilizes both direct and third-party managers on platforms like Envestnet.

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.

Brett Frum is a financial advisor with KCD Financial, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes roles at AEI Fund Management, AEI Securities, Patrick Capital Markets, Stratera Holdings, and BNY Mellon Securities Corporation. Outside of advisory work, he serves as Director of Sales and Distribution for TradeBacked Inc., focusing on leasebacks to small and medium enterprises. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

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.

Corey Grimes is a financial advisor with Principal Financial Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Van de Hey Financial Services Inc and Principal Life Insurance Company. Outside of his advisory work, he is a member of a hunting club LLC managing 400 acres for deer and turkey hunting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation generally carried out on a discretionary basis by those managers.

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.

Wesley Gallenberger is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Creative Planning, where he has been since 2022. Prior to that, he was with Wipfli Financial Advisors and has a background that includes experience at the University of Wisconsin–Madison and the Kewaunee School District. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by various portfolio management techniques and access to private market investments.

Tyler Listle is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Brokers International Financial Services, LLC and Secure Retirement Solutions since 2015. Listle also operates Listle Financial and Insurance Services, LLC, which focuses on mutual funds and insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.