Chad Rohm is a financial advisor at Packerland Brokerage Services, Inc. in Depere, WI, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Packerland Brokerage Services since 2012. In addition to his advisory role, he is involved in fixed and fixed indexed annuity sales. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through a variety of platforms including Hilltop/Envestnet. The firm offers both brokerage and advisory services, combining individualized planning with discretionary or non-discretionary account management and incorporates third-party managers and automated rebalancing tools.

William Van Ess is a CFP® and ChFC® with 36 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 1995. He is chairman of the board at Packerland Brokerage and is involved in insurance sales, focusing on life, health, and disability products. Packerland Brokerage Services, Inc. provides financial planning, portfolio management, and advisory program access to individuals, charities, corporations, and retirement plan sponsors. The firm offers both brokerage and advisory services through a range of client-tailored solutions, including firm-managed portfolios, wrap programs, and third-party co-advisory arrangements.

Steven Crispigna is a CFP® and ChFC® with 44 years of industry experience. He has been with Harbour Investments, Inc. and Crispigna Financial since 1989. Outside of his advisory work, he is an owner of a family-owned pizza business and provides commodity options services through an associated person role at McVean Trading Company. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities, offering portfolio management, financial planning, and various investment platforms. The firm employs a range of investment approaches tailored by individual advisors and approved third-party managers.

Rachel Patterson is a CFP® professional with two years of experience in financial advising, currently with Nicolet Wealth Management in Green Bay, WI. She has worked in various roles within Nicolet Wealth Management and Nicolet National Bank since 2017. Prior to joining the financial industry, she was employed at Walgreens for five years. 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 services including investment policy statement preparation, ongoing monitoring, participant education, and fiduciary support. The firm operates under common control with Nicolet National Bank and employs a coordinated approach to investment management and ERISA fiduciary services.

Seth Larreau is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Nicolet Wealth Management. His career includes roles at U.S. Bancorp Investments, Bell Bank, Bremer Bank, and MidwestOne Bank. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries, combining fundamental and technical analysis with third-party research to support plan governance and participant services.

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 at CreativeOne Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Cetera and its affiliated firms over a combined period of more than 20 years. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a variety of investment methods including ETFs, mutual funds, options strategies, and select private investments.

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 13 years of industry experience. He has worked at Nicolet Advisory Services, LLC since 2019 and previously spent 10 years at Associated Trust Company. He holds a Series 66 license and is based in Green Bay, WI. 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 investment research team and an investment committee that utilize fundamental and technical analysis alongside third-party research, offering services that include investment policy development, ongoing monitoring, benchmarking, and participant education.

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 24 years of industry experience. She worked at Biltmore Investment Management, LLC for 19 years before joining her current firm. Outside of her advisory role, 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 through a network of 127 advisors. The firm combines project-based planning with ongoing asset management using fundamental and cyclical security analysis, model asset allocations, and external money manager referrals.

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 with Packerland Brokerage Services, Inc. in Green Bay, WI. She holds a Series 66 designation and has five years of industry experience. In addition to her advisory role, she operates Macro Financial, LLC, which involves the sale of whole life and disability insurance, and she plans to begin working as a medical specimen courier for Options Lab, Inc. in 2024. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 177 advisors. The firm offers financial planning, portfolio management, and retirement-plan consulting, delivering investment solutions both directly and via third-party managers using the Hilltop/Hilltop-cleared Envestnet platform.

Jeffery Steely is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 66 licenses and has 23 years of experience in the financial services industry. His previous roles include positions at Prudential Insurance Company of America and LPL Enterprise, and he has held teaching roles at several universities. He is also a board member of the Milwaukee Armed Services Committee, sponsoring Armed Forces Week in Milwaukee. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services and investment solutions using a platform that supports managed accounts, unified fee billing, and various portfolio management structures.

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.