Bradley Nagel is a financial advisor with Blueprint Financial Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Navigen Wealth Management for 17 years and Banc One Securities Corporation for two years before joining Blueprint in 2025. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in assets, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a proprietary strategic-and-tactical investment framework that uses trend-following and momentum rules to adjust asset allocations across diversified global portfolios.

James Magrane is a financial advisor at Nicolet Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC and MidWestOne Bank Investment Services. James is currently based in Green Bay, WI. 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 a dedicated investment research team and committee to support plan-level investment decisions and serves a diverse client base that includes banking institutions and municipal plan sponsors.

John Fierst is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Jewelers Mutual Group and CSAA Insurance Group. In addition to his role at Midwestern Securities, he serves as a financial advisor at Bank of Luxemburg. Midwestern Securities Trading Company serves a wide range of clients including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, ERISA 3(38) fiduciary services, and access to model and wrap programs, combining internal discretionary management with third-party platforms and advisory recommendations.

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.

Timothy Steffen is a ChFC®-designated financial advisor with 37 years of industry experience, currently serving at KCD Financial, Inc. since 2004. Prior to this, he worked for Eagle Strategies (NY Life) for five years. Outside of financial advising, he owns and operates a tree farm specializing in timber production, and he is the newly elected chairman of the Shawano County Republican Party. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm offers asset management, financial planning, and portfolio appraisal services to individuals, corporate pension plans, and charitable organizations, utilizing a range of investment strategies and third-party management programs.

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 17 years of industry experience. He has been with Associated Investment Services since 2011. 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 a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform with approximately $1.169 billion in regulatory assets under management.

Tucker Paschen is a CFP® and CFA® with five years of industry experience, currently serving as a financial advisor at Nicolet Wealth Management in Green Bay, WI. His background includes roles at Nicolet National Bank and Private Client Services, as well as varied experience in education and retail sectors. Nicolet Wealth Management provides retirement plan consulting and investment management focused primarily on 401(k) and 403(b) plans, serving plan sponsors and fiduciaries with services that include investment policy statement development, ongoing monitoring, benchmarking, and participant education. The firm utilizes both fundamental and technical analysis supported by third-party research and accepts discretionary fiduciary authority for plan-level investment management.

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 with Nicolet Wealth Management in Green Bay, WI, holding the CFP® designation and securities licenses Series 63 and Series 66. She has 22 years of industry experience, including nine years at U.S. Bancorp Investments and seven years with Nicolet Advisory Services and Private Client Services. Outside of her advisory role, she assists as an instructor at a martial arts studio. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors, offering services such as investment policy statement development, ongoing monitoring, benchmarking, and participant education. The firm uses a combination of internal research and third-party analysis and holds discretionary fiduciary authority for plan-level investment management.

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 financial advisor at Associated Investment Services, Inc. with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Thrivent Financial and Uvest Financial Services Group, Inc. 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, delivering services primarily on a non-discretionary basis via the Envestnet/NFS 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.

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.