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.

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 9 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with LPL Financial LLC and MidWestOne Bank Investment Services. 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 uses internal research and third-party sources to guide investment decisions and offers discretionary ERISA Section 3(38) fiduciary services.

John Fierst is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Jewelers Mutual Group and CSAA Insurance Group. In addition to his role at Midwestern Securities, he serves as a financial advisor at Bank of Luxemburg. Midwestern Securities Trading Company serves a wide range of clients including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, ERISA 3(38) fiduciary services, and access to model and wrap programs, combining internal discretionary management with third-party platforms and advisory recommendations.

William Morrison is a CFP® and CFA® with seven years of industry experience. He currently works at Merit Financial Advisors and has previously been affiliated with PKS Investments, Cambridge Investment Research Advisors, Rooted Planning Group, and Carl M. Hennig, Inc. Additionally, he serves as a Teaching Assistant Professor at the University of Wisconsin Oshkosh, where he teaches courses on finance, investments, and student-managed endowments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Sydney Thompson is a financial advisor with Merit Financial Advisors in De Pere, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Merit, Thompson worked at PKS Investments and LPL Financial, among other firms. Outside of finance, Thompson serves as head coach for the Panthers 17 Black volleyball team at One Wisconsin Volleyball Club. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

Timothy Steffen is a financial advisor with KCD Financial, Inc. in Bowler, Wisconsin, holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience and has been with KCD Financial since 2004. Outside of his advisory role, Steffen owns and operates a tree farm focused on timber production and serves as the elected chairman of the Shawano County Republican Party. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and investment strategies, primarily on a non-discretionary basis, and offers access to 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 16 years of industry experience. He has been with Associated Investment Services since 2011. Associated Investment Services, Inc. provides advisory and brokerage services 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, delivering advisory services primarily via the Envestnet/NFS platform.

Tucker Paschen is a CFP® and holds a Series 66 license with four years of industry experience. He has been with Nicolet Wealth Management since 2021 and has prior experience at Nicolet National Bank. 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 both fundamental and technical analysis through an internal research team and serves diverse clients including banking institutions and municipal plan sponsors.

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.

Nathan Bodart is a CFP® and holds a Series 65 license, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with seven years of industry experience. His prior experience includes four years with Creative Planning, LLC and multiple roles at Wipfli Financial Advisors, LLC. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, as well as qualified retirement plans, offering wealth advisory, asset management, and financial and estate planning services. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing a mix of strategic asset allocation and tactical allocation strategies through firm-constructed model portfolios and third-party programs.

Robert Metzger is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Sierra Financial and ongoing involvement with Stateline Services SB Inc., where he serves as treasurer and secretary of a portable toilet rental and service business. He is also a licensed real estate broker, focusing on referrals, and works as an insurance agent specializing in property and casualty insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers a combination of discretionary and non-discretionary account management through various platforms and maintains dual registration as an SEC-registered investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Michelle Micksch is a financial advisor with Packerland Brokerage Services, Inc. She holds Series 65 and Series 63 credentials and has six years of industry experience, including seven years at Packerland. In addition to her advisory role, she has worked as an accountant and tax preparer at De Pere Business Center LLC since 1998. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting. The firm uses the Hilltop/Hilltop-cleared Envestnet platform to provide various managed account options and serves both discretionary and non-discretionary accounts.

Shannon Bereza is a financial advisor at Nicolet Wealth Management with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and Edward Jones. Bereza also conducts notary services for the state of Wisconsin. Nicolet Advisory Services provides retirement plan consulting and investment management, primarily serving 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs an internal research team and investment committee to oversee manager selection and offers discretionary ERISA Section 3(38) fiduciary services.

Dean Haack is a financial advisor with Packerland Brokerage Services, Inc. in Greenville, WI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Packerland since 2004 and has been a real estate agent with Coldwell Banker The Real Estate Group, Inc. since 2011. Additionally, he is involved in seasonal tax preparation services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs delivered through various platforms including firm-managed portfolios and third-party arrangements. The firm combines individualized planning with discretionary and non-discretionary account management and offers multiple investment tools and routine client reviews.