Seth Larreau is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Nicolet Wealth Management and has held prior roles at MidwestOne Bank, Bremer Bank, Bell Bank, and U.S. Bancorp Investments. 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 research team and an investment committee to oversee investment selection and offers discretionary fiduciary authority for plan-level management.

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 with CreativeOne Wealth, LLC in Green Bay, WI. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining CreativeOne Wealth in 2025, he worked at Cetera and Cetera Advisor Networks LLC from 2013 to 2025. CreativeOne Wealth provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

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 12 years of industry experience. He has been with Nicolet Advisory Services, LLC since 2019 and previously worked at Associated Trust Company for 10 years. He holds the Series 66 license and is based in Green Bay, WI. 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 and review, investment selection and monitoring, and participant education, acting as an ERISA investment manager with discretionary authority when engaged.

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 bringing 23 years of industry experience. She worked at Biltmore Investment Management, LLC for 19 years prior to joining her current firm. Outside of advisory work, 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. The firm combines project-based financial planning with ongoing asset management, utilizing fundamental and cyclical security analysis, model asset allocations, and access to third-party managers through its proprietary advisory platform.

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.

Lisa Brassington is a financial advisor at Packerland Brokerage Services, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Packerland Brokerage Services since 2021. In addition to her advisory role, she owns Macro Financial, LLC, which engages in the sale of whole life and disability insurance, and is scheduled to begin work as a medical specimen courier for Options Lab, Inc. in 2024. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory options through a variety of managed portfolios and third-party arrangements, combining individualized financial planning with discretionary and non-discretionary account management.

Jeffery Steely is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including LPL Enterprise and Prudential Insurance Company of America. Steely serves as a non-profit board member for the Milwaukee Armed Services Committee, which sponsors Armed Forces Week in Milwaukee. Packerland Brokerage Services serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm uses a range of advisory programs and third-party money managers, managing accounts through the Hilltop-cleared Envestnet platform with both discretionary and non-discretionary options.

Timothy Frey is a financial advisor at Packerland Brokerage Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Sagepoint Financial. Outside of his advisory role, he is a children’s book author and serves on the board of the Lakeland Family Resource Center, which provides family support services in Washburn County. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of managed portfolios and third-party arrangements, combining individualized planning with discretionary or non-discretionary account management.

Adam Dalke is a CFP® certified financial advisor with 23 years of industry experience. He has worked at Associated Investment Services, Inc. since 2005. 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 model portfolio and separately managed account programs through third-party managers and its affiliate, Kellogg Asset Management.

Mick Scheuer is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 66 designation and six years of industry experience. He has been with Packerland Brokerage Services and Scheuer Insurance & Financial Services since 2015. Outside of advisory work, he operates as an independent insurance agent focusing primarily on health insurance, including ACA and Medicare sales, along with disability and life insurance products. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms and combines brokerage and advisory services as a dually registered SEC investment adviser and FINRA broker-dealer.

Bradley Hansen is a financial advisor at Associated Investment Services, Inc. with 29 years of industry experience. He has been with the firm since 1996 and holds Series 63 and Series 65 designations. 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, operating primarily on a non-discretionary basis with approximately $1.169 billion in assets under management.

Andrea Zoeller is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. Her prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and Voya Financial Advisors. She is active in her community as a board member and committee chair for the De Pere Area Chamber of Commerce, organizing volunteer activities for youth. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy implemented through customizable model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.

Bradley Nagel is a financial advisor with Blueprint Financial Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Navigen Wealth Management since 2008 prior to joining Blueprint Financial Advisors in 2025. Blueprint Financial Advisors is an SEC-registered multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, employing a strategic-and-tactical investment framework that utilizes trend-following and momentum rules to build globally diversified portfolios across multiple asset classes.

Mark Swenson is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Packerland since 2015. Outside of his advisory role, Swenson owns and operates a retail liquor store in Winona, MN. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through firm-managed portfolios, wrap programs, third-party co-advisory and solicitor arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Pamela Eggers is a CFP® professional with 23 years of experience in the financial industry, currently serving at Packerland Brokerage Services, Inc. since 2008. She holds Series 63 and Series 65 licenses and is based in Pulaski, Wisconsin. In addition to her advisory role, she is involved in insurance sales, focusing on life, health, disability, long-term care, funeral trusts, and fixed and indexed annuities. Packerland Brokerage Services, Inc. serves individuals, including high-net-worth clients, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary or non-discretionary account management and utilizes a range of investment vehicles and platforms, including Hilltop/Envestnet, while maintaining dual SEC investment adviser and FINRA broker-dealer registrations.