Jacob Fuhrman is a financial advisor at Packerland Brokerage Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked in both advisory and tax preparation roles, including operating Fuhrman Tax Service Ltd. Outside of finance, he is involved as a musician and videographer with the Ludington Guard Band and serves as an election poll worker for the City of Menomonie. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms. The firm combines individualized financial planning with discretionary or non-discretionary account management and provides multiple investment implementation options, including separately managed accounts and unified managed accounts.

Matthew Streckenbach is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Packerland Brokerage Services since 2016 and previously was involved with Shipwrecked from 2007 to 2022. Outside of his advisory role, he manages an online resale business on platforms such as Facebook and eBay. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and manages over $1.3 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing both in-house and third-party managers via the Hilltop-cleared Envestnet platform.

Phillip Petersen is a financial advisor with Harbour Investments, Inc. in Green Bay, WI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been associated with Harbour Investments, Nvps, S.C., and Petersen Financial since 2004. Outside of his advisory work, he serves as treasurer of the East Side Cemetery Association and is involved in independent insurance sales. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and various advisory platforms, employing multiple investment approaches and ongoing account monitoring.

Brian Versey is a financial advisor at Blueprint Financial Advisors with 18 years of industry experience. He has previously worked at Navigen Wealth Management and Main Street Investment Management, LLC. Outside of his advisory role, Versey is co-owner of Vital Safety Systems, a company specializing in security cameras and controlled access entry, and owns a storage unit rental facility. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a globally diversified, trend-following investment approach that integrates equities, fixed income, real estate, and alternatives.

Jason Johnson is a financial advisor at Nicolet Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including SII Investments and Nicolet National Bank. Outside of his advisory role, he is a silent investor in a food distribution company through Fruit of the Sea, LLC. Nicolet Advisory Services specializes in retirement plan advisory and consulting for participant-directed defined-contribution plans, providing services such as investment selection and monitoring, participant education, and fiduciary support. The firm operates under common control with Nicolet National Bank and employs an internal investment research team for portfolio management.

David Vanoss is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Packerland Brokerage Services since 1996 and operates Van Oss Financial concurrently. Outside of advisory work, Vanoss is involved in insurance sales and real estate sales through Coldwell Banker. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various platforms. The firm offers both discretionary and non-discretionary account management, routinely conducts client reviews, and combines brokerage and advisory services as a dually registered investment adviser and broker-dealer.

Eric Brinen is a financial advisor at Packerland Brokerage Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Packerland since 2014. In addition to his advisory role, he is an insurance agent at Brinen & Associates, where he has been involved in insurance sales since 2008. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through a variety of platforms, including firm-managed portfolios 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.

Brett Frum is a financial advisor with KCD Financial, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes roles at AEI Fund Management, AEI Securities, Patrick Capital Markets, Stratera Holdings, and BNY Mellon Securities Corporation. Outside of advisory work, he serves as Director of Sales and Distribution for TradeBacked Inc., focusing on leasebacks to small and medium enterprises. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

Jolanta Godwod is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She previously worked at Stifel Nicolaus & Co., Inc. for 12 years before joining Packerland in 2018. Outside of her advisory role, she serves as trustee for the Green Saulnier Family Irrevocable Trust, overseeing non-investment related rent collection activities. 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, utilizing firm-managed portfolios, third-party co-advisory relationships, and fee-based programs on the Hilltop/Envestnet platform.

Carson Jacques is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ascentra Wealth Management and The Prudential Insurance Company of America. He also conducts fixed insurance sales as an additional business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services.

Kyle Larson is a CFP®-credentialed financial advisor with seven years of industry experience, currently practicing at Wealth Enhancement Advisory Services, LLC in Green Bay, WI. His prior roles include positions at LPL Financial, Modern Woodmen of America, and other financial services firms. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management, supported by quantitative, momentum, and fundamental analysis.

Deborah Teske is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. She has worked at Creative Planning since 2022 and previously spent over two decades at Wipfli, LLP and Wipfli Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a wide range of supplemental investment options and integrated retirement plan services.

Stephanie Lee is a CFP® and holds a Series 65 designation with five years of industry experience. She is currently affiliated with CWM, LLC and has previously worked at Heritage Financial, LLC. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that oversees model portfolios and provides tailored solutions including custom indexing and alternative investments.

Tyler Listle is a financial advisor with Integrity Alliance, LLC, based in Green Bay, WI, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Brokers International Financial Services, LLC and Secure Retirement Solutions since 2015. Listle is involved with Listle Financial and Insurance Services, LLC, focusing on mutual funds and insurance sales. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in assets and offers portfolio management, financial planning, and both wrap and non-wrap programs, combining advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers through multiple platforms.

Brianne Burnett is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and one year of industry experience. She has previously worked at Kerberrose Wealth Management, LLC, and has roles outside of finance including coaching junior varsity volleyball and working as a waitress at Archies Heavenly Spirits. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Brooke Reichwald is a CFP®-designated financial advisor with 14 years of industry experience. She is currently with Kestra Advisory and Kestra Investment Services LLC, having joined in 2021. Prior to that, she worked at LPL Financial and SII Investments, Inc. Reichwald also holds a notary public position in Green Bay, WI. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving large clients including sovereign wealth funds.

Douglas Gjerde is a CFP® professional with 20 years of industry experience, currently with CWM, LLC since 2018. He has held roles at Cetera Advisor Networks, Heritage Financial Partners, and Cambridge Investment Research. Outside of his advisory work, he serves as president of the Packerland Sunrise Rotary Club and is the owner of Lumen Domum, LLC, a business management entity. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services with an investment approach guided by an Investment Committee utilizing fundamental and technical analysis.

Mason Schauer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Wealth Enhancement, he worked at Ameriprise and has a diverse background including roles outside finance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Erin Johnson is a financial advisor at CWM, LLC in Green Bay, WI, holding the ChFC® designation and Series 65 license. She has one year of industry experience, including previous roles at Carson Wealth and Harbor Wealth Management, LLC. Prior to her advisory career, she spent four years at the University of Wisconsin Eau Claire. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, variable sub-account management for annuities, sub-advisory relationships, and retirement plan services, utilizing a model portfolio approach guided by an Investment Committee and providing tailored solutions through various third-party partnerships.

Jeremy Weller is a CFP® with 15 years of industry experience, currently affiliated with CWM, LLC. His prior work includes roles at Morgan Stanley, Cambridge Investment Research, Heritage Financial Partners, and Cetera Advisor Networks. Weller is also a commissioned notary public. CWM, LLC is an SEC-registered investment adviser managing roughly $50.6 billion through over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement services, utilizing an Investment Committee to construct and monitor portfolios alongside tailored solutions such as custom indexing and alternative investments.