Stefani Jean Fiedler

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 credentials and five years of industry experience. He has been with Mutual of Omaha Investor Services since 2020 and has worked with Mutual of Omaha Insurance Company since 2004. Outside of his advisory role, he serves on the Birchwood School Board and the Birchwood School Finance Committee, providing oversight of school operations and finances. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios and third-party managers, delivering both discretionary and non-discretionary investment solutions.

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.

William Hoff is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Independent Financial Group, he worked at Infinity Retail Services and operates Hoff Insurance Services, where he offers life, health, and disability insurance policies. Outside of his advisory work, Hoff volunteers by playing music and assisting with activities at Shell Lake Full Gospel Church during annual conferences. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to implement client investment profiles.

Michael Martin is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 29 years of industry experience. His prior work includes positions at Woodbury Financial and SII Investments. Outside of his advisory role, he is involved in the sale of funeral trust insurance. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in assets and offers advisory programs through its AccessPoint platform and third-party asset managers.