Megan Coots

Steven Jorgenson is the sole advisor at Fifth Point Advisors LLC, holding a Series 65 credential with 9 years of industry experience. He is founder and principal of Starbridge Venture Capital LLC, focusing on venture capital investments in cutting-edge technology and commercial space startups. Jorgenson also serves as Portfolio Manager for Woodridge Capital LP, a private fund, and holds trustee and board roles including Treasurer for the French Creek Lutheran Church Foundation and Director for Heartland Mutual Insurance. Fifth Point Advisors LLC provides discretionary portfolio management to high-net-worth individuals and separately managed accounts, and acts as investment adviser and sponsor to a private pooled investment vehicle. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis, utilizing both long- and short-term trading strategies under written discretionary authority.

Kristy Peters is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Welshire Capital, Principal Securities, Principal Life Insurance Company, and Comprehensive Asset Management & Servicing. Outside of advisory work, she is involved in residential property ownership and management through Peters Property Group, LLC. 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 portfolios implemented primarily with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Danielle Amundson is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 licenses and over a decade of experience in the industry. She has worked at Stifel Nicolaus for 11 years and is currently affiliated with ValMark Advisers, ValMark Securities, and Welshire Advisors. 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 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party platforms and financial solutions.

Joshua Lieder is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc., Comprehensive Asset Management & Servicing, Inc., and Welshire Capital, where he continues to serve as Vice President. Outside of finance, he is the owner and operator of Lieder Acres, a beekeeping and honey sales business. ValMark Advisers, Inc. 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 implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Edward Davig is a financial advisor with Packerland Brokerage Services, Inc. in Holmen, WI, holding the Series 63 designation and bringing 48 years of industry experience. He has been with Packerland Brokerage Services since 2008 and has operated Davig Financial Corporation since 1996. Outside of advisory work, he is involved in insurance sales through Davig Financial Corporation, focusing on term and fixed annuities as well as long-term care products. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management with access to third-party managers and multiple investment platforms, combining brokerage and advisory services under a dual registration structure.

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.