Daniel Lawrence Gardner

Steven Jorgenson is the principal of Fifth Point Advisors LLC in Ettrick, WI, holding a Series 65 license with 10 years of industry experience. He is also the founder and principal of Starbridge Venture Capital LLC, focusing on venture investments in technology and commercial space startups. Additionally, Jorgenson serves as a trustee for Acorn Irrevocable Trust, a director of Heartland Mutual Insurance, and treasurer for the French Creek Lutheran Church Foundation. Fifth Point Advisors LLC provides discretionary portfolio management primarily to high-net-worth individuals and manages a private pooled vehicle, Woodridge Capital LP. The firm employs a variety of investment strategies, including fundamental, quantitative, and technical analysis, with services that include asset allocation, security selection, and portfolio monitoring.

Kristy Peters is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at Welshire Capital since 2017 and previously held roles at Principal Securities Inc. and Principal Life Insurance Company. Outside of financial advising, Peters has interests in residential property ownership and management. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios with asset allocation strategies, utilizing both proprietary and third-party platforms.

Danielle Amundson is a financial advisor at ValMark Advisers, Inc. with 11 years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining ValMark, Danielle worked at Stifel Nicolaus for 11 years. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, with implementation through mutual funds, ETFs, and separate-account managers.

Joshua Lieder is a financial advisor with ValMark Advisers, Inc. and holds a Series 66 designation. He has 16 years of industry experience, including roles at Principal Life Insurance Company, Principal Securities Inc., and Welshire Capital. Outside of his financial career, he operates Lieder Acres as a master beekeeper and honey producer. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and integrates proprietary and third-party platforms, including its involvement with investment-company products and index licensing.

Edward Davig is a financial advisor at Packerland Brokerage Services, Inc. with 49 years of industry experience. He holds the Series 63 designation and previously operated Davig Financial Corporation for 12 years before joining Packerland Brokerage Services in 2008. Outside of advisory work, he is involved in insurance sales through his ownership of DFC. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plan sponsors, through a network of 178 advisors and offers diverse advisory programs and third-party manager solutions. The firm combines direct and outsourced investment management using the Hilltop-cleared Envestnet platform, providing customizable account structures and both discretionary and non-discretionary management options.

Tyler Loeffelholz is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at River Bank and Union Bank of Sparta. His professional background also includes fixed insurance product sales involving fixed annuities, long-term care, disability, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.