Cody Beck is a financial advisor at Packerland Brokerage Services, Inc. with Series 63 and 65 licenses and four years of industry experience. He previously worked at Target Corp and Kohler Company and serves as a board member of the Kiel Chamber of Commerce, participating in committees for community events and local business development. 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, and retirement-plan consulting through a network of advisors, using both direct management and third-party managers via the Hilltop-enveloped Envestnet 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 12 years of experience in financial advisory roles, currently with Nicolet Wealth Management. His prior experience includes positions 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 consulting and investment management services, primarily for 401(k) and 403(b) plan sponsors. The firm’s investment approach integrates fundamental and technical analysis with third-party research, and it serves a diverse client base including banking institutions and municipal plan sponsors.

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 industry experience, currently with Nicolet Wealth Management in Green Bay, WI. His career includes roles at several financial institutions, including U.S. Bancorp Investments, Bell Bank, and Bremer Bank. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm utilizes a combination of internal research and third-party analysis to support investment decisions and offers discretionary fiduciary services under ERISA Section 3(38).

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 at CreativeOne Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Cetera and its affiliated firms over a combined period of more than 20 years. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a variety of investment methods including ETFs, mutual funds, options strategies, and select private investments.

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 13 years of industry experience. He has worked at Nicolet Advisory Services, LLC since 2019 and previously spent 10 years at Associated Trust Company. He holds a Series 66 license and is based in Green Bay, WI. 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 investment research team and an investment committee that utilize fundamental and technical analysis alongside third-party research, offering services that include investment policy development, ongoing monitoring, benchmarking, and participant education.

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 24 years of industry experience. She worked at Biltmore Investment Management, LLC for 19 years before joining her current firm. Outside of her advisory role, 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 through a network of 127 advisors. The firm combines project-based planning with ongoing asset management using fundamental and cyclical security analysis, model asset allocations, and external money manager referrals.

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.