Heather Kalla

David Pagels is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and Thrivent Financial. Outside of his advisory work, he is a co-owner of B1B Pinball, LLC, which operates and maintains pinball machines. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Theodore Jones is a CFP® with 39 years of experience in the financial industry, currently affiliated with IHT Wealth Management LLC. His prior roles include positions at Ringenberg Financial Group and United Planners' Financial Services. Outside of financial advising, he is a shareholder in the Chequamegon Bay Golf Club and an LLC member of Delta Diner, LLC. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA consulting. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, supported by a network of approximately 153 advisors.

Reid Fiorio is a financial advisor with Newedge Advisors, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at LPL Financial, Principal Securities, Principal Life Insurance Company, GWM Advisors (DBA Goss Advisors), and Investment Centers of America. Newedge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Kristie Voldberg is a financial advisor with NewEdge Advisors in Ashland, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her career includes roles at Investment Centers of America and LPL Financial. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm employs a range of analytic approaches and periodic portfolio reviews, managing transaction costs and potential conflicts through oversight and disclosure.

John Fiorio is a CFP® professional with over 41 years of experience in the financial services industry. He currently serves as an advisor at NewEdge Advisors and has held prior roles at GWM Advisors, LLC (DBA: Fiorio Wealth Advisors), LPL Financial, LLC, and Investment Centers of America, Inc. Outside of his advisory work, he is a co-owner of Fiorio Investment Planning Services, Inc. NewEdge Advisors serves a diverse client base that includes individuals, trusts, estates, pension plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

Dane Gleeson is a CFP® professional with 10 years of experience in the financial advisory industry. He has worked at NewEdge Advisors since 2018 and has prior experience with LPL Financial and Investment Centers of America. Gleeson provides investment advisory services through NewEdge Advisors, an independent registered investment advisor. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing various analytic approaches and regular portfolio reviews.