Andrea Zoeller is a CFP®-certified financial advisor with 11 years of industry experience. She is a partner and wealth manager at Merit Financial Advisors and has previously worked with Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and Voya Financial Advisors. Zoeller serves as a board member and committee chair for the De Pere Area Chamber of Commerce, where she organizes and implements volunteer activities for local youth. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm uses a long-term, diversified asset allocation approach with centrally managed portfolios, overseen by an internal investment team and committee, and offers both discretionary and non-discretionary account options.

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.

William Morrison is a CFP® and CFA® credentialed advisor with seven years of industry experience. He is currently with Merit Financial Advisors in De Pere, WI, and has prior experience at PKS Investments, Cambridge Investment Research Advisors, and Rooted Planning Group. Morrison is also a Teaching Assistant Professor at the University of Wisconsin Oshkosh, where he teaches courses on finance and investments. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach managed through centralized model portfolios and supports both discretionary and non-discretionary accounts.

Sydney Thompson is a financial advisor with Merit Financial Advisors in De Pere, WI, holding a Series 66 registration and five years of industry experience. Prior to joining Merit, Thompson held roles at PKS Investments, LPL Financial, and Cambridge Investment Research Advisors. Outside of financial advising, Thompson serves as the head coach for the Panthers 17 Black club volleyball team at One Wisconsin Volleyball Club. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation managed through a combination of internal oversight and third-party managers, offering both discretionary and non-discretionary account options.

Thomas Beno Jr. is a financial advisor with Foundations Investment Advisors LLC in Green Bay, WI. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at Wealth Watch Advisors, LLC and Cambridge Investment Research Advisors, and he has maintained his own advisory practice since 2009. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios alongside discretionary or non-discretionary authority assigned to its representatives.

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. in Green Bay, WI, with 21 years of industry experience. She holds a Series 66 designation and has worked at Harbour Investments since 2006, alongside prior roles at Johnson & Wachholz Financial Services and Wachholz & Associates Wealth Management. Ehr is also president of Moneylogik, Inc., an investment sales and consulting firm, and operates as an independent insurance agent specializing in equity indexed annuities. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and various execution platforms, with investment approaches tailored by individual advisors and approved third-party managers.

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.

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 at Packerland Brokerage Services, Inc. with six years of industry experience. She holds the Series 65 and Series 63 designations. 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 financial planning, portfolio management, and retirement-plan consulting. The firm utilizes both direct advisory solutions and third-party money managers via the Hilltop-cleared Envestnet platform.

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 Green Bay, WI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has also worked as a real estate agent with Coldwell Banker The Real Estate Group, Inc. since 2011 and performs seasonal tax preparation services. Packerland Brokerage Services, Inc. serves individual and institutional clients—including high-net-worth individuals, trusts, corporations, and retirement plan sponsors—with a range of advisory offerings such as financial planning, portfolio management, and retirement-plan consulting. The firm utilizes the Hilltop/Hilltop-cleared Envestnet platform to provide a variety of managed account programs and delivers investment solutions through both direct management and third-party managers.