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.

Chad Rohm is a financial advisor at Packerland Brokerage Services, Inc. in Depere, WI, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Packerland Brokerage Services since 2012. In addition to his advisory role, he is involved in fixed and fixed indexed annuity sales. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through a variety of platforms including Hilltop/Envestnet. The firm offers both brokerage and advisory services, combining individualized planning with discretionary or non-discretionary account management and incorporates third-party managers and automated rebalancing tools.

William Van Ess is a CFP® and ChFC® with 36 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 1995. He is chairman of the board at Packerland Brokerage and is involved in insurance sales, focusing on life, health, and disability products. Packerland Brokerage Services, Inc. provides financial planning, portfolio management, and advisory program access to individuals, charities, corporations, and retirement plan sponsors. The firm offers both brokerage and advisory services through a range of client-tailored solutions, including firm-managed portfolios, wrap programs, and third-party co-advisory arrangements.

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.

Kristen Massie is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior work includes roles at Kestra Advisory Services, Riverstone Wealth Partners, Commonwealth Financial Network, Securities America, and Northwestern Mutual. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors and over $1.3 billion in assets under management. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing a mix of direct and third-party investment solutions on the Hilltop-cleared Envestnet platform.

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.

Peter Hermes is a financial advisor with CreativeOne Securities, LLC in Green Bay, WI. He holds the Series 63 and Series 65 designations and has 24 years of industry experience, including 13 years with Client One Securities, LLC. He is also the owner and president of Peter Hermes Retirement Planning, LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management.

Adam Henningsen is a CFA® charterholder with three years of industry experience, currently serving at Nicolet Wealth Management in Green Bay, WI. His prior experience includes roles at the University of Wisconsin - Madison and Town Bank. 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, offering investment policy development, monitoring, participant education, and fiduciary services.

Adam Longlais is a CFA® charterholder with 12 years of industry experience. He has been with Nicolet Advisory Services, LLC since 2019 and previously worked at Associated Trust Company for 10 years. He holds the Series 66 license and is based in Green Bay, WI. 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 and review, investment selection and monitoring, and participant education, acting as an ERISA investment manager with discretionary authority when engaged.

Bryce Schneider is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. He holds the Series 66 designation and joined the industry in 2025. Prior to his current role, he has held positions at Wipfli and the University of Wisconsin - Milwaukee. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers through various advisory programs using the Hilltop-environment platform.

Jacob Dinkel is a CFP® professional with seven years of experience in the financial services industry. He has worked at Nicolet Wealth Management and Private Client Services since 2018 and previously held roles at Skyward, SII Investments, The Route-Finance, and UW-Stevens Point. Nicolet Advisory Services, where Jacob is affiliated, 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.

Christine Truttmann is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She worked at Biltmore Investment Management, LLC for 19 years prior to joining her current firm. Outside of advisory work, she serves as treasurer for the Green Bay Estate Planning Forum, a nonprofit group of estate planning professionals. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing fundamental and cyclical security analysis, model asset allocations, and access to third-party managers through its proprietary advisory platform.

Michael Gu is a CFP® and Series 66-licensed advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. He has held various roles within the financial services industry since 2021, including positions at Cambridge Financial Group, NYLIFE Securities LLC, and Eagle Strategies LLC. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm provides a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing both direct and third-party investment solutions through the Hilltop/Hilltop-cleared Envestnet platform.

Lisa Brassington is a financial advisor at Packerland Brokerage Services, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Packerland Brokerage Services since 2021. In addition to her advisory role, she owns Macro Financial, LLC, which engages in the sale of whole life and disability insurance, and is scheduled to begin work as a medical specimen courier for Options Lab, Inc. in 2024. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory options through a variety of managed portfolios and third-party arrangements, combining individualized financial planning with discretionary and non-discretionary account management.

Jeffery Steely is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including LPL Enterprise and Prudential Insurance Company of America. Steely serves as a non-profit board member for the Milwaukee Armed Services Committee, which sponsors Armed Forces Week in Milwaukee. Packerland Brokerage Services serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm uses a range of advisory programs and third-party money managers, managing accounts through the Hilltop-cleared Envestnet platform with both discretionary and non-discretionary options.

Timothy Frey is a financial advisor at Packerland Brokerage Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Sagepoint Financial. Outside of his advisory role, he is a children’s book author and serves on the board of the Lakeland Family Resource Center, which provides family support services in Washburn County. 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 through a variety of managed portfolios and third-party arrangements, combining individualized planning with discretionary or non-discretionary account management.