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 at KCD Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at KCD Financial since 2010. In addition to his advisory role, he is involved in compliance-related consulting and serves as a FINRA arbitrator. He also participates as a member of a homeowners association board. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and portfolio appraisal services that include both discretionary and non-discretionary strategies.

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 31 years of industry experience. He has been associated with Harbour Investments, Nvps, S.C., and Petersen Financial since 2004. Outside of his advisory work, he serves as treasurer of the East Side Cemetery Association and is involved in independent insurance sales. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and various advisory platforms, employing multiple investment approaches and ongoing account monitoring.

Brian Versey is a financial advisor at Blueprint Financial Advisors with 18 years of industry experience. He has previously worked at Navigen Wealth Management and Main Street Investment Management, LLC. Outside of his advisory role, Versey is co-owner of Vital Safety Systems, a company specializing in security cameras and controlled access entry, and owns a storage unit rental facility. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a globally diversified, trend-following investment approach that integrates equities, fixed income, real estate, and alternatives.

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 with KCD Financial, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes roles at AEI Fund Management, AEI Securities, Patrick Capital Markets, Stratera Holdings, and BNY Mellon Securities Corporation. Outside of advisory work, he serves as Director of Sales and Distribution for TradeBacked Inc., focusing on leasebacks to small and medium enterprises. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

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.

Kyle Larson is a CFP®-credentialed financial advisor with seven years of industry experience, currently practicing at Wealth Enhancement Advisory Services, LLC in Green Bay, WI. His prior roles include positions at LPL Financial, Modern Woodmen of America, and other financial services firms. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management, supported by quantitative, momentum, and fundamental analysis.

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.

Brianne Burnett is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and one year of industry experience. She has previously worked at Kerberrose Wealth Management, LLC, and has roles outside of finance including coaching junior varsity volleyball and working as a waitress at Archies Heavenly Spirits. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Brooke Reichwald is a CFP®-designated financial advisor with 14 years of industry experience. She is currently with Kestra Advisory and Kestra Investment Services LLC, having joined in 2021. Prior to that, she worked at LPL Financial and SII Investments, Inc. Reichwald also holds a notary public position in Green Bay, WI. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving large clients including 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.

Erin Johnson is a financial advisor at CWM, LLC with ChFC® and Series 65 credentials. She has been in the industry since 2017, previously working at Harbor Wealth Management, LLC and the University of Wisconsin Eau Claire. Erin is based in Green Bay, WI. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Jeremy Weller is a CFP® with 15 years of industry experience, currently advising at CWM, LLC. His prior work includes roles at Cetera Advisor Networks and Cambridge Investment Research. He also serves as a notary public. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary management approach using model portfolios guided by an in-house Investment Committee and offers a range of financial planning and retirement services.

Brent Polzin is a financial advisor with CWM, LLC based in Green Bay, WI, holding a Series 66 designation and having 22 years of industry experience. His prior roles include positions at Carson Wealth, Harbor Wealth Management, APW Capital, and Equitable Advisors. Outside of advising, he is involved in farming activities, including raising cattle and growing crops on his own farm. CWM, LLC is an SEC-registered investment adviser serving 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 governed by an internal Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Michael Schneider is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes roles at Summit Planning Group, Amerilux International, and Capital Credit Union. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Gregory Sporer is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 65 credentials and has 12 years of industry experience. His prior roles include positions at Agia, The Huntington Investment Company, The Huntington National Bank, LPL Financial, and PRUCO Securities. He is also involved in offering non-securities insurance products through an agent role at Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts with advanced platforms and model solutions.