Chad Jeff Peterson

Eric Pelle is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining ValMark, he worked at Chibardun Telephone Cooperative and currently serves as Director of Operations at Business & Estate Advisers of WI, Inc. He is also a member of the City Council in Rice Lake, Wisconsin, and participates in the Kiwanis Club of Rice Lake. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and financial solutions.

Jackie Gates is a financial advisor with ValMark Advisers, Inc. in Rice Lake, WI, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked with Valmark Securities, Inc. since 2016. In addition to her advisory role, she serves as a paraplanner at Business & Estate Advisers of WI, Inc., focusing on financial and business planning. ValMark Advisers provides investment advisory and financial planning services to individual investors, high-net-worth clients, retirement plan sponsors, and institutional entities. The firm employs a diversified, goal-based investment approach utilizing model portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers.

Jason Musil is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Mutual of Omaha Investor Services since 2020 and has been with Mutual of Omaha Insurance Company since 2004. Outside of advising, he serves on the Birchwood School Board and the Birchwood School Finance Committee. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Stefani Fiedler is a CFP® and ChFC® with 20 years of experience in the financial services industry. She has worked with ValMark Advisers, Inc. since 2018 and previously held roles at B&E Investment Advisers, Inc. and Valmark Securities, Inc. Fiedler serves as Secretary and Executive Committee member of the Boys & Girls Club of Barron County and is also on the Finance Committee of the Hunt Hill Nature Center. ValMark Advisers provides investment advisory and financial planning services to a diverse clientele, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with ongoing monitoring and rebalancing.

William Hoff is a Series 66-licensed advisor with Independent Financial Group, LLC, where he has worked since 2022. He has two years of industry experience and previously worked at Infinity Retail Services. Outside of his advisory role, Hoff volunteers at Shell Lake Full Gospel Church, where he plays music at annual conferences and assists with various church activities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of strategic asset allocation and multi-manager portfolios across various risk profiles, offering both discretionary and non-discretionary management through multiple platforms.

Michael Martin is a financial advisor at Independent Financial Group, LLC with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial and SII Investments. Outside of his advisory role, he is involved in the sale of funeral trust insurance. Independent Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with multi-manager portfolios using both passive and active investment exposures.