Adam Dalke is a CFP® certified financial advisor with 23 years of industry experience. He has worked at Associated Investment Services, Inc. since 2005. 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 model portfolio and separately managed account programs through third-party managers and its affiliate, Kellogg Asset Management.

Bradley Hansen is a financial advisor at Associated Investment Services, Inc. with 29 years of industry experience. He has been with the firm since 1996 and holds Series 63 and Series 65 designations. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating primarily on a non-discretionary basis with approximately $1.169 billion in assets under management.

Andrea Zoeller is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. Her prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and Voya Financial Advisors. She is active in her community as a board member and committee chair for the De Pere Area Chamber of Commerce, organizing volunteer activities for youth. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy implemented through customizable model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.

Bradley Nagel is a financial advisor with Blueprint Financial Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Navigen Wealth Management since 2008 prior to joining Blueprint Financial Advisors in 2025. Blueprint Financial Advisors is an SEC-registered multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, employing a strategic-and-tactical investment framework that utilizes trend-following and momentum rules to build globally diversified portfolios across multiple asset classes.

James Magrane is a financial advisor at Nicolet Wealth Management with 9 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with LPL Financial LLC and MidWestOne Bank Investment 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 uses internal research and third-party sources to guide investment decisions and offers discretionary ERISA Section 3(38) fiduciary services.

William Morrison is a CFP® and CFA® with seven years of industry experience. He currently works at Merit Financial Advisors and has previously been affiliated with PKS Investments, Cambridge Investment Research Advisors, Rooted Planning Group, and Carl M. Hennig, Inc. Additionally, he serves as a Teaching Assistant Professor at the University of Wisconsin Oshkosh, where he teaches courses on finance, investments, and student-managed endowments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Sydney Thompson is a financial advisor with Merit Financial Advisors in De Pere, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Merit, Thompson worked at PKS Investments and LPL Financial, among other firms. Outside of finance, Thompson serves as head coach for the Panthers 17 Black volleyball team at One Wisconsin Volleyball Club. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

Stephanie Ehr is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Harbour Investments since 2006, as well as at Johnson & Wachholz Financial Services and Wachholz & Associates Wealth Management. Ehr is also president of MoneyLogik, Inc., an investment sales and consulting firm, and works as an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Kevin Koback is a financial advisor at Associated Investment Services, Inc. in Green Bay, WI, holding a Series 66 designation with 16 years of industry experience. He has been with Associated Investment Services since 2011. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services primarily via the Envestnet/NFS platform.

Tucker Paschen is a CFP® and holds a Series 66 license with four years of industry experience. He has been with Nicolet Wealth Management since 2021 and has prior experience at Nicolet National Bank. 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 both fundamental and technical analysis through an internal research team and serves diverse clients including banking institutions and municipal plan sponsors.

Patrick Madson is a CFP® professional with 23 years of industry experience, currently serving with Nicolet Wealth Management in Green Bay, WI. His prior experience includes 15 years at SII Investments, Inc. He is also the managing member of Fruit of the Sea, LLC, a passive investment in a private food distribution business. 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 investment policy development, monitoring, participant education, and fiduciary services. The firm operates under the ownership of Nicolet Bankshares, Inc., and utilizes a coordinated approach involving internal investment research and third-party custody arrangements.

Nathan Bodart is a CFP® and holds a Series 65 license, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with seven years of industry experience. His prior experience includes four years with Creative Planning, LLC and multiple roles at Wipfli Financial Advisors, LLC. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, as well as qualified retirement plans, offering wealth advisory, asset management, and financial and estate planning services. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing a mix of strategic asset allocation and tactical allocation strategies through firm-constructed model portfolios and third-party programs.

Shannon Bereza is a financial advisor at Nicolet Wealth Management with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and Edward Jones. Bereza also conducts notary services for the state of Wisconsin. Nicolet Advisory Services provides retirement plan consulting and investment management, primarily serving 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs an internal research team and investment committee to oversee manager selection and offers discretionary ERISA Section 3(38) fiduciary services.

Bridgett Starr is a financial advisor at Nicolet Wealth Management with three years of industry experience. She holds a Series 66 designation and has worked at firms including City National Bank, RBC Capital Markets, and Nicolet National Bank. Starr serves as a board member for the Boys and Girls Club of the Bay & Lakes Region. 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 monitoring, participant education, and plan service provider support, acting with discretionary authority when engaged as an ERISA investment manager.

Brian Mccleary is a financial advisor with Nicolet Wealth Management in Green Bay, WI, holding Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at LPL Financial LLC, American Trust, and MidwestOne Bank. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment research and manager selection are conducted by an internal research team and overseen by an investment committee, employing a combination of fundamental and technical analysis along with third-party research.

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.

Sonia Wasniak Bohn is a financial advisor at Nicolet Wealth Management with 21 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Nicolet Advisory Services and Private Client Services in 2019, she worked at U.S. Bancorp Investments, Inc. for nine years. Outside of her advisory role, she assists as an instructor at a martial arts studio. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans, offering services such as investment policy statement preparation, ongoing monitoring, participant education, and plan service provider support. The firm also acts as an ERISA investment manager with discretionary authority and coordinates custody and fiduciary services through Vestwell.

Brian Crispigna is a financial advisor with Harbour Investments, Inc. in Green Bay, WI, holding a Series 66 designation and four years of industry experience. He has previously worked at Crispigna Financial Services, Whitecap Sports Group, and BPC Capital LLC. Outside of his advisory work, he is involved with I.R.I.S in a personal care capacity. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including 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 investment strategies and offers model-based solutions through a subscription platform.

Jacob Rabas is a CFP® and ChFC® credentialed advisor with 12 years of industry experience. He currently works at Associated Investment Services, Inc., where he has been since 2021. Prior to that, he held roles at Thrivent Financial and Thrivent Investment Management. 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 utilizes model portfolios and separately managed accounts from third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform.

Nicole Geniesse is a ChFC® credentialed financial advisor with 17 years of industry experience. She has been with Johnson Wealth Inc. since 2016 and holds a concurrent senior vice president role at Johnson Bank, where she has worked since 2014. Her professional focus includes wealth management, and she is licensed to refer certain insurance products when appropriate. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit organizations, foundations, endowments, and other entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies, and it offers specialized services such as a discretionary 401(k) management program for airline pilots and curated private investment options for qualified clients.