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.

David Bernarde is a financial advisor at KCD Financial, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCD Financial since 2012. In addition to his advisory role, Bernarde owns and manages Benefits Plus, where he is involved in the sale of fixed annuities and various insurance products. He also participates in community activities by assisting with event management at a local high school and serves as church treasurer at New Hope United Methodist Church. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and investment strategies, offering both discretionary and non-discretionary advisory services, with access to third-party managed account platforms.

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.

Dalton Guyette is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Nicolet National Bank, Tundraland, Verizon, and Best Buy. Nicolet Advisory Services specializes in retirement plan advisory and consulting for participant-directed defined-contribution plans, providing services such as investment policy statement preparation, ongoing investment monitoring, participant education, and plan service provider support. The firm acts as an ERISA investment manager with discretionary authority and coordinates custody and fiduciary services through Vestwell.

Seth Schwartz is a financial advisor with KCD Financial, Inc. in Cheyenne, WY, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at KCD Financial since 2010 and concurrently holds roles with Broadridge Financial Solutions, Inc. and in securities and advisory compliance consulting. Outside of advising, he serves as a FINRA arbitrator and is a board member of a local homeowners association. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a range of analytical methods and investment strategies, offering both discretionary and non-discretionary advisory services along with access to third-party management programs.

Scott Hermes is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Lupo Securities, LLC for three years. Outside of his advisory role, Hermes serves as the head coach of the varsity softball team at Notre Dame Academy in Green Bay, teaching young athletes. 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 using a combination of project-based planning and ongoing asset management.

Jacob Nagel is a financial advisor at Blueprint Financial Advisors in Green Bay, WI, holding a Series 65 credential. He joined the firm in 2026 and has prior work experience in healthcare and academic institutions, including Marshfield Medical Center and the University of Wisconsin-Green Bay. Blueprint Financial Advisors is a multi-advisor, SEC-registered firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofits, utilizing a globally diversified investment approach with a proprietary strategic-and-tactical framework.

Phillip Petersen is a financial advisor with Harbour Investments, Inc. in Green Bay, WI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Harbour Investments, Nvps, S.C., and Petersen Financial since 2004. Outside of his advisory roles, he serves as treasurer of the East Side Cemetery Association and is involved in independent insurance agency activities, including Medicare options and equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse range of clients, including individuals, charitable and corporate entities, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies using various instruments and offers model-based solutions through a subscription platform.

Brian Versey is a financial advisor at Blueprint Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Navigen Wealth Management. Outside of his advisory role, Versey is a co-owner of Vital Safety Systems, a video and security camera business, and owns and operates a storage unit rental facility. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and ERISA plans, and nonprofit entities, using a globally diversified investment approach with a proprietary strategic-and-tactical framework.

Jason Johnson is a financial advisor at Nicolet Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including SII Investments and Nicolet National Bank. Outside of his advisory role, he is a silent investor in a food distribution company through Fruit of the Sea, LLC. Nicolet Advisory Services specializes in retirement plan advisory and consulting for participant-directed defined-contribution plans, providing services such as investment selection and monitoring, participant education, and fiduciary support. The firm operates under common control with Nicolet National Bank and employs an internal investment research team for portfolio management.

Brett Frum is a financial advisor at KCD Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AEI Fund Management, Inc. and AEI Securities, Inc. since 2021. Outside of his advisory role, he serves as Director of Sales and Distribution at TradeBacked Inc., a leaseback company for small and medium enterprises, and is involved in the sale of fixed annuities and life insurance products. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and investment strategies and offers both non-discretionary and managed account services through third-party platforms.

Carson Jacques is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ascentra Wealth Management and The Prudential Insurance Company of America. He also conducts fixed insurance sales as an additional business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services.

Stephanie Lee is a CFP® with five years of industry experience and is affiliated with CWM, LLC. She has worked at Heritage Financial, LLC and CWM, LLC during her career. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Brooke Reichwald is a CFP® with 13 years of industry experience, currently serving at Kestra Advisory since 2021. Her prior roles include positions at LPL Financial and SII Investments, Inc. She is also a licensed notary public in Green Bay, WI. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

Douglas Gjerde is a CFP® with 20 years of experience in the financial services industry. He has been with CWM, LLC since 2018 and previously worked at Cambridge Investment Research Advisors, Inc. and Heritage Financial Partners, LLC, among others. Outside of his advisory role, he serves as president of the Packerland Sunrise Rotary Club and owns a small business managing a building in Green Bay, WI. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios, integrating fundamental and technical analysis, third-party sub-advisors, and customization tools.

Mason Schauer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Wealth Enhancement, he worked at Ameriprise and has a diverse background including roles outside finance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.