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 at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Apex Wealth Advisors LLC. He serves on the board of the Milwaukee Armed Services Committee, supporting Armed Forces Week activities. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing platforms such as Envestnet to provide both discretionary and non-discretionary investment solutions.

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.

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.

Bradley Nagel is a financial advisor with Blueprint Financial Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Navigen Wealth Management for 17 years and Banc One Securities Corporation for two years before joining Blueprint in 2025. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in assets, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a proprietary strategic-and-tactical investment framework that uses trend-following and momentum rules to adjust asset allocations across diversified global portfolios.

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®-certified financial advisor with 24 years of industry experience, currently with Packerland Brokerage Services, Inc. in Green Bay, WI, where she has worked since 2008. She is also licensed in Series 63 and Series 65. In addition to her advisory role, she devotes time to insurance sales involving life, health, disability, long-term care, funeral trust products, and fixed and indexed annuities. Packerland Brokerage Services, Inc. serves a diverse client base including individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing a network of 176 advisors and a range of advisory programs that include both direct management and third-party money managers.

Paul Fuhrman is a financial advisor with Packerland Brokerage Services, Inc., holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has worked at Packerland Brokerage Services since 2009 and has operated Fuhrman Tax Service Ltd. since 1976, where he serves as president and tax return preparer. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm is dually registered as an SEC investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and providing both brokerage and advisory implementation options.

James Magrane is a financial advisor at Nicolet Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC and MidWestOne Bank Investment Services. James is currently based in Green Bay, WI. Nicolet Advisory Services specializes in retirement plan consulting and investment management for plan sponsors and fiduciaries, focusing primarily on 401(k) and 403(b) plans. The firm employs a dedicated investment research team and committee to support plan-level investment decisions and serves a diverse client base that includes banking institutions and municipal plan sponsors.

Timothy Steffen is a ChFC®-designated financial advisor with 37 years of industry experience, currently serving at KCD Financial, Inc. since 2004. Prior to this, he worked for Eagle Strategies (NY Life) for five years. Outside of financial advising, he owns and operates a tree farm specializing in timber production, and he is the newly elected chairman of the Shawano County Republican Party. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm offers asset management, financial planning, and portfolio appraisal services to individuals, corporate pension plans, and charitable organizations, utilizing a range of investment strategies and third-party management programs.

Thomas Ehlers is a financial advisor with Packerland Brokerage Services, Inc. in Depere, WI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Packerland Brokerage Services since 2002. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, long-term care, disability insurance, and fixed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services, utilizing firm-managed portfolios, wrap programs, and third-party co-advisory arrangements on the Hilltop/Envestnet platform.

Stephanie Ehr is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Harbour Investments since 2006, as well as at Johnson & Wachholz Financial Services and Wachholz & Associates Wealth Management. Ehr is also president of MoneyLogik, Inc., an investment sales and consulting firm, and works as an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Kevin Koback is a financial advisor at Associated Investment Services, Inc. in Green Bay, WI, holding a Series 66 designation with 17 years of industry experience. He has been with Associated Investment Services since 2011. 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 a range of 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 with approximately $1.169 billion in regulatory assets under management.

Tucker Paschen is a CFP® and CFA® with five years of industry experience, currently serving as a financial advisor at Nicolet Wealth Management in Green Bay, WI. His background includes roles at Nicolet National Bank and Private Client Services, as well as varied experience in education and retail sectors. Nicolet Wealth Management provides retirement plan consulting and investment management focused primarily on 401(k) and 403(b) plans, serving plan sponsors and fiduciaries with services that include investment policy statement development, ongoing monitoring, benchmarking, and participant education. The firm utilizes both fundamental and technical analysis supported by third-party research and accepts discretionary fiduciary authority for plan-level investment management.

Patrick Madson is a CFP® professional with 23 years of industry experience, currently serving with Nicolet Wealth Management in Green Bay, WI. His prior experience includes 15 years at SII Investments, Inc. He is also the managing member of Fruit of the Sea, LLC, a passive investment in a private food distribution business. 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 investment policy development, monitoring, participant education, and fiduciary services. The firm operates under the ownership of Nicolet Bankshares, Inc., and utilizes a coordinated approach involving internal investment research and third-party custody arrangements.