Joshua Jerome Estreen

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.

Chad Peterson is a CFP® professional with six years of industry experience, currently serving at ValMark Advisers, Inc. since 2021. His prior experience includes roles at Business and Estate Advisers of WI, Inc., Wipfli Financial Advisors, LLC, Allete, Inc., and Anderson, Hager and Moe. He is also the vice president of the Rice Lake Area Scholarship Foundation, a local nonprofit providing college scholarships to high school students. ValMark Advisers, Inc. delivers investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients through a network of representatives. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing proprietary and third-party platforms with ongoing monitoring and rebalancing.

Stefani Fiedler is a financial advisor with ValMark Advisers, Inc., holding CFP® and ChFC® designations and 19 years of industry experience. She has worked with ValMark Advisers since 2018 and has a broader career history including roles at B&E Investment Advisers, Valmark Securities, and Business and Estate Advisers. Fiedler serves as secretary and executive committee member of the Boys & Girls Club of Barron County, contributing in a volunteer capacity. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and fee-based planning and consulting.

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.