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.

Bridgett Starr is a financial advisor at Nicolet Wealth Management with three years of industry experience. She holds a Series 66 designation and has worked at firms including City National Bank, RBC Capital Markets, and Nicolet National Bank. Starr serves as a board member for the Boys and Girls Club of the Bay & Lakes Region. 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, ongoing monitoring, participant education, and plan service provider support, acting with discretionary authority when engaged as an ERISA investment manager.

Suanne Cain is a financial advisor with Packerland Brokerage Services, Inc. in Oconto, WI, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Packerland since 2004 and also owns Cain Accounting, a CPA firm established in 2000. Cain serves as treasurer for several local nonprofit organizations, including the Oconto County Historical Society, the Oconto Area Chamber of Commerce, and Ducks Unlimited of Oconto County. 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 investment platforms and is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer.

Nicole Becker is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company, Principal Securities Inc, and Mutual of Omaha Investor Services. In addition to her advisory role, she operates a fixed insurance agency focused on life, annuities, long-term care, disability, and health insurance. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party arrangements on the Hilltop/Envestnet platform. The firm offers both brokerage and advisory services and manages over $900 million in client assets.

Danny Albertson is a financial advisor at Packerland Brokerage Services, Inc. in Winona, MN, holding a Series 66 designation with 17 years of industry experience. He has been with Packerland Brokerage Services since 2015. Outside of advisory work, Albertson is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized financial planning with discretionary or non-discretionary account management and offers multiple investment solutions through its SEC-registered investment adviser and FINRA broker-dealer registrations.

Brian Mccleary is a financial advisor with Nicolet Wealth Management in Green Bay, WI, holding Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at LPL Financial LLC, American Trust, and MidwestOne Bank. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment research and manager selection are conducted by an internal research team and overseen by an investment committee, employing a combination of fundamental and technical analysis along with third-party research.

Christopher Warber is a financial advisor at Regal Investment Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Advisory Services Network, Nagel & Associates, and Warber Wealth Management, which he has been affiliated with since 2012. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and serves a diverse client base including individual, charitable, and corporate clients. The firm offers a variety of proprietary and third-party model portfolios, with financial advisers maintaining client relationships while Regal executes and manages the investment strategies.

Sonia Wasniak Bohn is a financial advisor at Nicolet Wealth Management with 21 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Nicolet Advisory Services and Private Client Services in 2019, she worked at U.S. Bancorp Investments, Inc. for nine years. Outside of her advisory role, she assists as an instructor at a martial arts studio. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans, offering services such as investment policy statement preparation, ongoing monitoring, participant education, and plan service provider support. The firm also acts as an ERISA investment manager with discretionary authority and coordinates custody and fiduciary services through Vestwell.

Carolyn Baeten is a financial advisor with Packerland Brokerage Services, Inc. in Depere, WI, holding Series 63 and Series 65 credentials and having 33 years of industry experience. She has worked at Packerland Brokerage Services since 1999 and is also associated with Betterlife Insurance and Insurance Service Center. Outside of her financial advisory roles, she co-owns and manages Ryan Funeral Home, serving as its vice president and treasurer in a non-compensated capacity. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory programs through various platforms including Hilltop/Envestnet. The firm operates as both an SEC-registered investment adviser and FINRA broker-dealer, managing over $900 million in client assets and providing access to brokerage and advisory implementation options.

Brian Crispigna is a financial advisor with Harbour Investments, Inc. in Green Bay, WI, holding a Series 66 designation and four years of industry experience. He has previously worked at Crispigna Financial Services, Whitecap Sports Group, and BPC Capital LLC. Outside of his advisory work, he is involved with I.R.I.S in a personal care capacity. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Jacob Rabas is a CFP® and ChFC® credentialed advisor with 12 years of industry experience. He currently works at Associated Investment Services, Inc., where he has been since 2021. Prior to that, he held roles at Thrivent Financial and Thrivent Investment Management. 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 utilizes model portfolios and separately managed accounts from third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform.

David Bernarde is a financial advisor at KCD Financial, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCD Financial since 2012. In addition to his advisory role, Bernarde owns and manages Benefits Plus, where he is involved in the sale of fixed annuities and various insurance products. He also participates in community activities by assisting with event management at a local high school and serves as church treasurer at New Hope United Methodist Church. 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, offering both discretionary and non-discretionary advisory services, with access to third-party managed account platforms.

Nicole Geniesse is a ChFC® credentialed financial advisor with 17 years of industry experience. She has been with Johnson Wealth Inc. since 2016 and holds a concurrent senior vice president role at Johnson Bank, where she has worked since 2014. Her professional focus includes wealth management, and she is licensed to refer certain insurance products when appropriate. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit organizations, foundations, endowments, and other entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies, and it offers specialized services such as a discretionary 401(k) management program for airline pilots and curated private investment options for qualified clients.

Dalton Guyette is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Nicolet National Bank, Tundraland, Verizon, and Best Buy. Nicolet Advisory Services specializes in retirement plan advisory and consulting for participant-directed defined-contribution plans, providing services such as investment policy statement preparation, ongoing investment monitoring, participant education, and plan service provider support. The firm acts as an ERISA investment manager with discretionary authority and coordinates custody and fiduciary services through Vestwell.

Dana Sobleskey is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Packerland Brokerage Services, Inc. since 2018 and previously held positions at Associated Investment Services, Inc. Outside of her advisory role, Sobleskey is involved in catering and event services, operating businesses such as Blebel's Catering and Black Sheep Wedding and Events. 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 brokerage and advisory services through multiple platforms and a combination of discretionary and non-discretionary account management.

Seth Schwartz is a financial advisor with KCD Financial, Inc. in Cheyenne, WY, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at KCD Financial since 2010 and concurrently holds roles with Broadridge Financial Solutions, Inc. and in securities and advisory compliance consulting. Outside of advising, he serves as a FINRA arbitrator and is a board member of a local homeowners association. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a range of analytical methods and investment strategies, offering both discretionary and non-discretionary advisory services along with access to third-party management programs.

Carson Bresser is a financial advisor at Packerland Brokerage Services, Inc. based in Green Bay, WI. He holds a Series 66 designation and has been with Packerland since 2025. Prior to his advisory role, his work experience includes positions at CaddieMaster and the University of Wisconsin-Whitewater. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors managing over $1.3 billion in assets. The firm offers a range of advisory services and utilizes a variety of investment platforms, combining direct management with third-party money managers.

Scott Hermes is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Lupo Securities, LLC for three years. Outside of his advisory role, Hermes serves as the head coach of the varsity softball team at Notre Dame Academy in Green Bay, teaching young athletes. 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 using a combination of project-based planning and ongoing asset management.

Natalie Boyd is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked with National Life Group, Equity Services, Inc., and Bankers Life Securities Inc. Outside of her advisory role, Boyd is the owner of an independent insurance agency specializing in Medicare and group health plans, and she is involved with the Mosinee Chamber of Commerce, the Cinderella Leadership Foundation, and serves as an ambassador for the USOA Ms. Wisconsin pageant. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers comprehensive financial planning, portfolio management, and retirement-plan consulting. The firm provides both direct and third-party managed investment solutions utilizing the Hilltop/Hilltop-cleared Envestnet platform.