Jason Jacobson

Anthony Krance is a CFP® with 16 years of industry experience and is the principal of Circle R Wealth LLC, an independent advisory firm based in Crivitz, WI. He has held roles including sole proprietor and operator of AFK Solutions Provider, focusing on funding, tax planning, and retirement planning for small businesses. Approximately 50% of his time is dedicated to these outside business activities, including insurance products and services. Circle R Wealth LLC provides portfolio management and ongoing financial planning to individuals and entities such as pension plans, trusts, and businesses. The firm manages client assets on a non-discretionary basis using model portfolios from Altruist LLC’s Model Marketplace and may refer clients to third-party money managers.

David Jones is a financial advisor at D & G Advisory Group, L.L.C. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at FSC Securities Corporation and Osaic Wealth, Inc. prior to his current role. D & G Advisory Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, estates, charitable organizations, and corporations. The firm offers investment account management and comprehensive financial planning services, employing a long-term, value-oriented investment approach with actively managed portfolios across various asset classes.

Gail Jones is a financial advisor at D & G Advisory Group, L.L.C. with five years of industry experience. She holds a Series 65 designation and has been with D & G Advisory since 2011. D & G Advisory Group serves individual and high-net-worth clients as well as retirement accounts, trusts, estates, charitable organizations, and corporations. The firm offers investment management and comprehensive financial planning, employing a long-term, value-oriented investment approach with active portfolio management and regular reviews.

Steven Westenberg is a financial advisor at Packerland Brokerage Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Packerland since 1995. Outside of advising, he serves on Packerland Brokerage’s Board of Directors. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with a range of account management options and manages approximately $909 million in client assets.

Jason Smerchek is a financial advisor at Nicolet Wealth Management with seven years of industry experience. He holds a Series 65 credential and has worked at Nicolet Advisory Services, LLC since 2018, following a 12-year tenure at Nicolet National Bank. 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 investment monitoring, participant education, and plan service provider support. The firm acts as an ERISA investment manager with discretionary authority and conducts portfolio manager oversight through an internal investment research team and committee.

Taylor Doemel is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of financial services, Doemel is involved as a funeral director at Hansen-Onion-Martell Funeral Home and serves as treasurer for the Peshtigo Lions Club. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across multiple asset classes.