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 30 years of industry experience. He has worked with Harbour Investments, Nvps, S.C., and Petersen Financial since 2004. Outside of his advisory roles, he serves as treasurer of the East Side Cemetery Association and is involved in independent insurance agency activities, including Medicare options and equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse range of clients, including individuals, charitable and corporate entities, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies using various instruments and offers model-based solutions through a subscription platform.

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.

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 at KCD Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AEI Fund Management, Inc. and AEI Securities, Inc. since 2021. Outside of his advisory role, he serves as Director of Sales and Distribution at TradeBacked Inc., a leaseback company for small and medium enterprises, and is involved in the sale of fixed annuities and life insurance products. 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 and offers both non-discretionary and managed account services through third-party platforms.

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.

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® with five years of industry experience and is affiliated with CWM, LLC. She has worked at Heritage Financial, LLC and CWM, LLC during her career. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Tyler Listle is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Brokers International Financial Services, LLC and Secure Retirement Solutions since 2015. Listle also operates Listle Financial and Insurance Services, LLC, which focuses on mutual funds and insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Brianne Burnett is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and one year of industry experience. She previously worked at Kerberrose Wealth Management, LLC. Outside of her advisory role, Burnett coaches junior varsity volleyball for Green Bay Area Public Schools and is involved with a local volleyball club; she also works as a waitress at Archies Heavenly Spirits. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using an integrated model connected to Empower’s administrative platforms.

Brooke Reichwald is a CFP® with 13 years of industry experience, currently serving at Kestra Advisory since 2021. Her prior roles include positions at LPL Financial and SII Investments, Inc. She is also a licensed notary public in Green Bay, WI. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

Douglas Gjerde is a CFP® with 20 years of experience in the financial services industry. He has been with CWM, LLC since 2018 and previously worked at Cambridge Investment Research Advisors, Inc. and Heritage Financial Partners, LLC, among others. Outside of his advisory role, he serves as president of the Packerland Sunrise Rotary Club and owns a small business managing a building in Green Bay, WI. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios, integrating fundamental and technical analysis, third-party sub-advisors, and customization tools.

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 with CWM, LLC holding a ChFC® designation and Series 65 license. Based in Green Bay, WI, Erin has been with CWM, LLC and its affiliate Carson Wealth since 2026 and has nine years of prior experience at Harbor Wealth Management, LLC. She also worked at the University of Wisconsin Eau Claire from 2014 to 2018. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and a range of retirement-plan solutions, utilizing model portfolios overseen by an in-house Investment Committee and combining multiple analytical approaches and customization tools.

Jeremy Weller is a CFP® with 15 years of industry experience, currently advising at CWM, LLC. His prior work includes roles at Cetera Advisor Networks and Cambridge Investment Research. He also serves as a notary public. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary management approach using model portfolios guided by an in-house Investment Committee and offers a range of financial planning and retirement services.