Green Bay, WI Office

Jason Strandberg is a financial advisor at Nicolet Wealth Management with 20 years of industry experience. He holds the Series 66 designation and has previously worked at MidWestOne, LPL Financial, Cetera, and Great Western 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 approach combines fundamental and technical analysis with third-party research and offers discretionary ERISA Section 3(38) fiduciary authority for plan-level implementation.

Parker Olson is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Jewelers Mutual Group and Festival Foods. 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 approach combines fundamental and technical analysis supported by internal research and third-party sources.

Thomas Hart is a CFP® and holds a Series 65 license with three years of experience in the financial services industry. He has worked at Nicolet Wealth Management since 2023 and previously held roles at Power Home Remodeling Group and Business Talent Group. Nicolet Wealth Management provides retirement plan consulting and investment management services primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs an internal research team and an investment committee to oversee manager selection and portfolio implementation, offering discretionary fiduciary services under ERISA Section 3(38).

Anthony Wilhelms is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Nicolet Wealth Management in Green Bay, WI. He has worked at Nicolet Wealth Management since 2016 and previously at Private Client Services from 2018 to 2020. Wilhelms is also a representative for Nicolet Advisory Services, LLC. Nicolet Advisory Services specializes in retirement plan consulting and investment management for plan sponsors and fiduciaries, primarily focusing on 401(k) and 403(b) plans. The firm employs an internal investment research team and a management committee, offering a combination of fundamental and technical analysis and discretionary fiduciary services, and serves a client base that includes banking institutions and municipal plan sponsors.

Nathan Ongemach is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Nicolet Advisory Services, Private Client Services, Nicolet National Bank, and Associated Bank N.A. Nicolet Advisory Services specializes in retirement plan advisory and consulting for plan sponsors and fiduciaries, focusing primarily on participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm provides services including investment policy statement preparation and review, investment selection and monitoring, participant education, benchmarking, and plan service provider support.

Natalie Mc Neal is a financial advisor with Nicolet Wealth Management in Green Bay, WI. She holds the Series 66 designation and has been in the industry for less than one year. Prior to joining the firm, her experience includes roles at Private Client Services and several short-term positions across various businesses. 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 approach includes internal research and oversight by an investment committee, offering discretionary fiduciary authority and serving a diverse client base including banking institutions and municipal plan sponsors.

Jared Lawatsch is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 designation with two years of industry experience. He has been with Nicolet Wealth Management since 2022 and previously worked in educational roles at the University of Wisconsin - Eau Claire and Neenah High School. 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 services including investment policy statement preparation, ongoing monitoring, participant education, and plan service provider support. The firm acts as an ERISA investment manager with discretionary authority and coordinates fiduciary services through Vestwell.

April Moeller is a financial advisor with Nicolet Wealth Management, holding a Series 66 designation and two years of industry experience. She previously worked at Nicolet National Bank for 25 years. Outside of her advisory role, Moeller serves as an Emergency Medical Responder for the towns of Bailey’s Harbor and Egg Harbor and participates in financial management for the Egg Harbor Firefighter’s Inc., a nonprofit supporting the local fire department. Nicolet Advisory Services focuses on retirement plan advisory and consulting for defined-contribution plans such as 401(k) and 403(b) arrangements, providing investment policy development, ongoing monitoring, participant education, and fiduciary services through a coordinated team approach.

Michelle Krause is a financial advisor with Nicolet Wealth Management in Green Bay, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Robert Baird & Co., J.P. Morgan Securities, and Empower Financial Services. 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 an internal investment research team and Investment Committee to guide manager selection and accepts discretionary fiduciary authority for plan implementation.

Dana Mc Vey is a financial advisor at Nicolet Wealth Management in Green Bay, WI, with eight years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at LPL Financial LLC and Capital Credit Union. Mc Vey is also a notary public in Wisconsin. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily to participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements, offering investment policy preparation, monitoring, participant education, and fiduciary services through a structured investment oversight process.

Henry Pfeifer is a financial advisor at Nicolet Wealth Management in Petoskey, MI, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank. Outside of his advisory work, he serves as president of a local adult hockey league and is involved with the Petoskey Area Hockey Association, supporting youth hockey teams. 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 investment monitoring, participant education, and plan service provider support, operating with discretionary authority in ERISA investment management.

Andrew Maertz is a financial advisor with Nicolet Wealth Management in Green Bay, WI, holding a Series 66 credential and 12 years of industry experience. His career includes roles at Private Client Services and SII Investments. Outside of finance, he is the founder and owner of Apex Apparel LLC, a business focused on designing and selling professional and athleisure wear. Nicolet Advisory Services specializes in retirement plan advisory and consulting for participant-directed defined-contribution plans, offering services such as investment policy statement preparation, ongoing monitoring, participant education, and fiduciary support. The firm operates under common control with Nicolet National Bank and integrates investment oversight with custody services through Vestwell.

Logan Dorner is a financial advisor at Nicolet Wealth Management in Green Bay, WI, with two years of industry experience. He holds the Series 66 designation. Prior to joining Nicolet Wealth Management, he gained experience with Private Client Services and has held various roles outside finance, including work with Sprinview Landscaping and Englebert Training Systems. Nicolet Wealth Management provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm uses a combination of fundamental and technical analysis for investment research and serves a range of clients including banking institutions and municipal plan sponsors.

Samuel Scheer is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 66 designation with five years of industry experience. His career includes roles at Nicolet Wealth Management, Private Client Services, Nicolet National Bank, The Giersch Group, and the University of Wisconsin-Milwaukee. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm utilizes a combination of fundamental and technical analysis supported by third-party research and serves a distinctive client base that includes banking institutions and municipal plan sponsors.

Daniel Mangold is a financial advisor at Nicolet Wealth Management in Appleton, WI. He holds a Series 66 designation and has recently begun his career in the industry. His prior work experience includes roles at the Federal Deposit Insurance Corporation and Ameriprise Financial, among others. Nicolet Advisory Services provides retirement plan advisory and consulting primarily to plan sponsors and fiduciaries of 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, with investment oversight conducted by an internal research team and investment committee.