Nicolet Wealth Management

Jason Strandberg is a financial advisor with LPL Financial based in Burlington, IA, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Cetera and Great Western Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Chad Terry is a financial advisor with Legacy Financial Group in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at AMERIPRISE FINANCIAL SERVICES and Blackrock Investments. Outside of advising, he serves on the board of Revelton Distilling Company and Junior Achievement of Central Iowa. Legacy Financial Group serves individuals, high-net-worth clients, families, retirement plans, and institutions, offering investment management, financial planning, and consulting services. The firm employs an active, diversified approach with a focus on long-term holdings, rebalancing, and both fundamental and technical analysis.

Robert Skinner is a CFA® charterholder with four years of industry experience. He is currently an advisor at Nicolet Wealth Management and has previously worked at Nuveen and Northern Trust in various roles since 2011. 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 monitoring, participant education, and fiduciary oversight. The firm operates under common control with Nicolet National Bank and integrates custody and ERISA fiduciary services through a partnership with Vestwell.

Parker Olson is a financial advisor at Nicolet Wealth Management with one year of industry experience. He holds a Series 65 designation and has worked at Nicolet Wealth Management since 2024. Prior to his current role, he held positions at Jewelers Mutual Group and Festival Foods among other organizations. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily to plan sponsors and fiduciaries of participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm offers investment policy statement preparation and review, investment monitoring, participant education, and plan service provider support, operating with discretionary authority when engaged as an ERISA investment manager.

Thomas Hart is a financial advisor at Nicolet Wealth Management in Green Bay, WI, with two years of industry experience. He holds a Series 65 designation and previously worked at Power Home Remodeling Group and Business Talent Group. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements, offering investment policy statement preparation, ongoing monitoring, participant education, and fiduciary services.

Anthony Wilhelms is a CFA® charterholder with 13 years of experience in financial advisory. He has worked at Nicolet Wealth Management since 2016 and previously held roles at Private Client Services, SII Investments, Inc., and Nicolet Bank. Wilhelms is also active as a financial advisor with Nicolet Advisory Services. Nicolet Advisory Services provides retirement plan advisory and consulting primarily to plan sponsors and fiduciaries of participant-directed defined-contribution plans, offering services such as investment policy statement preparation, ongoing monitoring, and participant education. The firm operates under Nicolet Bankshares, Inc., and coordinates investment management and ERISA fiduciary services through a structured, multi-team approach.

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.

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.

Mary Hines is a financial advisor with LPL Financial in Conrad, Iowa, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at LPL Financial since 2016 and also has a role with MidWestOne Bank starting in 2014. Outside of her advisory work, she is a joint owner of a private single-family rental property with her spouse. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical investment models.

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.

Dirk Ockerlander is a financial advisor with LPL Financial in North Liberty, IA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2008 and at MidWestOne Bank since 2009. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm provides a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

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.