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 with Nicolet Wealth Management in Green Bay, WI, holding the CFP® designation and securities licenses Series 63 and Series 66. She has 22 years of industry experience, including nine years at U.S. Bancorp Investments and seven years with Nicolet Advisory Services and Private Client Services. Outside of her advisory role, she assists as an instructor at a martial arts studio. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors, offering services such as investment policy statement development, ongoing monitoring, benchmarking, and participant education. The firm uses a combination of internal research and third-party analysis and holds discretionary fiduciary authority for plan-level investment management.

Carolyn Baeten is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Packerland Brokerage Services since 1999. Outside of her advisory role, Baeten is an owner and administrator of a local funeral home, where she handles bookkeeping and payroll duties. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers through a comprehensive platform.

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 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCD Financial since 2012. Bernarde also owns and operates Benefits Plus, where he sells life and health insurance, fixed annuities, and group benefit insurance plans. Outside of his advisory work, he assists with event management and announcements for the West De Pere School District and serves as church treasurer at New Hope United Methodist Church. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers tailored investment strategies and access to third-party management programs, combining advisory and broker-dealer services.

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 financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Packerland in 2018, he worked at several firms including Associated Investment Services, J.P. Morgan Securities, Chase Investment Services, Raymond James Financial, and Morgan Stanley. Outside of advising, he is involved in catering and event services, including operating a catering business and working with a wedding venue. Packerland Brokerage Services serves individual and institutional clients such as high-net-worth individuals, trusts, corporations, and retirement plan sponsors through a large network of advisors. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party managers via the Hilltop platform.

Seth Schwartz is a financial advisor at KCD Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at KCD Financial since 2010. In addition to his advisory role, he is involved in compliance-related consulting and serves as a FINRA arbitrator. He also participates as a member of a homeowners association board. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and portfolio appraisal services that include both discretionary and non-discretionary strategies.

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.

Jacob Nagel is a financial advisor at Blueprint Financial Advisors in Green Bay, WI, holding a Series 65 credential. He joined the firm in 2026 and has prior work experience in healthcare and academic institutions, including Marshfield Medical Center and the University of Wisconsin-Green Bay. Blueprint Financial Advisors is a multi-advisor, SEC-registered firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofits, utilizing a globally diversified investment approach with a proprietary strategic-and-tactical framework.

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 at Packerland Brokerage Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Packerland Brokerage Services since 2016. Outside of his advisory role, he is involved in online resale of items on platforms such as Facebook and eBay. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting through a network of 176 advisors and utilizes both direct and third-party managers on platforms like Envestnet.

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 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Navigen Wealth Management. Outside of his advisory role, Versey is a co-owner of Vital Safety Systems, a video and security camera business, and owns and operates a storage unit rental facility. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and ERISA plans, and nonprofit entities, using a globally diversified investment approach with a proprietary strategic-and-tactical framework.