Peter Schaefer is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Nicolet Wealth Management. His prior roles include positions at Legacy Private Trust Company and J.P. Morgan Securities LLC. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily for participant-directed defined-contribution plans, offering investment policy development, ongoing monitoring, participant education, and fiduciary services. The firm operates under Nicolet Bankshares, Inc. and utilizes an internal investment research team alongside third-party custody arrangements in delivering its services.

Steven Sevcik is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. He holds Series 63 and Series 65 licenses and has one year of experience in the industry. Prior to joining Packerland Brokerage Services, he worked at State Farm VP Management Corp and Tiona Petrouske Insurance Agency. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of advisors managing over $1.3 billion in assets. The firm offers a range of advisory services and investment solutions both directly and via third-party managers, utilizing the Hilltop/Hilltop-cleared Envestnet platform for diverse account management options.

Zachary Westenberg is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at CCO Staffing, LLC, CCO Capital, LLC, Cole Capital Corporation, and Equity Fund Advisor. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm uses the Hilltop-cleared Envestnet platform to deliver investment solutions both directly and via third-party managers, accommodating discretionary and non-discretionary accounts.

Justin Regnier is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Nicolet Wealth Management, where he has worked since 2021. Prior to that, he spent five years at WoodTrust Bank in various advisory roles. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries, offering services including investment policy statement drafting, ongoing monitoring, benchmarking, participant education, and rollover assistance. The firm conducts investment research through an internal team and accepts discretionary ERISA Section 3(38) fiduciary authority when engaged as an investment manager.

Brady Bellue is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at VOYA Financial Advisors, Inc. for 13 years before joining CreativeOne Securities, where he has been since 2013. In addition to his advisory role, Bellue serves as president of The Bellue Agency, Inc., an independent insurance agency, and is involved with Flying House Media, a business consulting and financing venture. 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 offers financial planning, portfolio management, fiduciary services, and access to third-party managers using a combination of project-based planning and ongoing asset management.

Erik Zurek is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Nicolet Wealth Management since 2023. Prior to joining Nicolet, he worked at Guggenheim Partners from 2016 to 2023. Nicolet Wealth Management is a multi-team firm that 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 through its coordinated team and research oversight.

Casey Brice is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Packerland in 2025, he worked at Ameriprise, Nicolet National Bank, Associated Bank, and St Norbert College. Outside of his advisory role, he is involved in the sale of term and long-term care insurance. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, wrap-fee and unified managed account programs, and retirement-plan consulting, utilizing both direct and third-party managers through the Envestnet platform.

Justin Manning is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Schneider National. In addition to his advisory role, he is an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm offers customized portfolio management using a variety of investment vehicles and employs both fundamental and technical analysis in its strategies.

Kyle Brunette is a financial advisor with Nicolet Wealth Management in Green Bay, WI, holding Series 63 and Series 65 credentials and having 20 years of industry experience. His prior roles include positions at Raymond James Financial and SII Investments, Inc. Outside of his advisory duties, he manages power of attorney responsibilities for a family member's investment account. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm utilizes research from an internal investment team and external sources while offering services such as investment policy statement drafting, ongoing monitoring, benchmarking, and participant education.

James Czubek is a financial advisor at Associated Investment Services, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Associated Investment Services since 2019. Prior to that, he spent 15 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. 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 portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management, operating on a predominantly non-discretionary basis.

Christopher Sheeran is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Chief Advisors Corp., First Asset Financial, and Coca Cola. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through various account management options and maintains SEC registration alongside FINRA broker-dealer status.

Genevieve Strenski is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at several firms including Global View Capital and Experior Financial. Outside of financial advising, she is the owner and property manager of a non-investment-related real estate business. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies that combine proprietary models and third-party sub-advisers across a range of asset classes.

Barry Martzahl is a CFP® with 40 years of experience in the financial services industry. He is currently a financial advisor at Nicolet Wealth Management and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Martzahl serves as a board member and finance committee member for the Boys & Girls Club of Green Bay and is involved with the Green Bay Area Catholic High School Foundation. Nicolet Advisory Services specializes in retirement plan advisory and consulting for plan sponsors and fiduciaries, focusing primarily on participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm provides investment policy development, monitoring, participant education, and acts as an ERISA investment manager with discretionary authority.

Drew Redard is a financial advisor at Associated Investment Services, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at Associated Bank, Menards, and Bay Port High School. 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 various 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.

Cody Beck is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Packerland, he worked at Target Corp and Kohler Company and has held various other positions including roles at UW Green Bay and local businesses. Beck serves as a board member of the Kiel Chamber of Commerce, contributing to community event planning and local business development. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plan sponsors, through a network of 176 advisors managing approximately $1.358 billion in assets. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing a range of advisory platforms and third-party money managers to deliver customized investment solutions.

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.