Hannah King is a financial advisor at Orgel Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Ameriprise Financial Services, Royals Investment Fund, and Thompson Financial Transitions. She also has a background in education, having worked at Bethel University, Minnehaha Academy, and Parnassus Preparatory. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers a range of investment options including private and alternative investments.

Evan Nelson is a CFA® charterholder with 15 years of industry experience, currently serving at Orgel Wealth Management, LLC since 2013. He holds a Series 66 license and assists with investment analysis at Heartland Equity Management, LLC. Since 2024, he has been an uncompensated member of the Board of Directors for Venture Academy, a charter school in Chippewa Falls, WI. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and manages over $8 billion in regulatory assets through a multi-team platform.

Christopher Meeks is a Series 65 credentialed advisor with nine years of industry experience, currently affiliated with Orgel Wealth Management, LLC in Altoona, WI. He has been with Orgel Wealth Management since 2016. Orgel Wealth Management serves individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm emphasizes disciplined asset allocation with a long-term orientation and offers a firm-sponsored wrap-fee program that integrates investment management, execution, and custodial services.

Jon Laher is a financial advisor at Orgel Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Oakwood Bank, Marathon Cheese Corporation, and L & M Tree Farm. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation approach with tactical adjustments and serves clients through discretionary portfolio management, planning, and institutional consulting.

Adam Kern is a CFP® and CFA® with seven years of industry experience. He is currently an advisor at Orgel Wealth Management, where he has worked since 2019, following a prior role at Capital One Financial. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers services through discretionary portfolio management, planning, and institutional consulting.

Matthew Leach is a financial advisor at Orgel Wealth Management, LLC in Altoona, WI, holding a Series 65 designation with four years of industry experience. His prior work includes service in the U.S. Navy and roles at the University of Missouri - Kansas City and D.W. Elite Decks. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers a multi-team platform overseeing over $8 billion in assets, incorporating private and alternative investments when appropriate.

Donna Murr is a CFP® and holds a Series 65 license with 21 years of industry experience. She has been with Orgel Wealth Management, LLC since 2014. Outside of advising, she holds a minority ownership interest in a partnership that owns the real estate used by Orgel Wealth Management for its operations. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with tactical adjustments and offers a multi-team platform managing over $8 billion in assets.

Michael Eskridge is a CFA® charterholder with 19 years of industry experience. He has worked at Orgel Wealth Management since 2022 and previously spent 15 years with Wells Fargo Funds Distributor LLC. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers services through discretionary portfolio management, stand-alone planning, and institutional consulting.

Mark Orgel is a financial advisor with Orgel Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Orgel Wealth Management since 2013. Outside of his advisory role, he serves as an oversight member of Heartland Equity Management, LLC, which manages investment funds focused on majority interests in Upper Midwest companies. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers access to private and alternative investments, serving clients through discretionary portfolio management and institutional consulting.

Michael Fields is a financial advisor at Orgel Wealth Management, LLC, holding a Series 65 designation. He has been with Orgel Wealth Management since 2023 and has prior experience in banking and corporate roles. Orgel Wealth Management offers investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation approach with a tactical overlay and manages over $8 billion in assets through a multi-team platform.

Kent Higley is a financial advisor with Orgel Wealth Management, LLC in Altoona, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Orgel Wealth Management since 2013. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation approach with a tactical overlay and offers a multi-team platform managing over $8 billion in assets, including access to private and alternative investments for qualified investors.

Ronald Ducharme is a financial advisor at Orgel Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services, Schmocker Financial Services, and Commonwealth Financial Network. Orgel Wealth Management serves individuals, families, and institutional clients through investment management, financial planning, and retirement-plan consulting. The firm employs a disciplined strategic asset-allocation approach with a tactical overlay and offers access to private and alternative investments within a multi-team platform managing over $8 billion in assets.

Benjamin Kanz is a CFA® charterholder with 16 years of industry experience. He has been with Orgel Wealth Management, LLC since 2013. Kanz holds a minority ownership interest in a partnership that owns the real estate used by Orgel Wealth Management for its operations. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers access to private and alternative investments through its multi-team platform managing over $8 billion in regulatory assets.

Samir Murty is a CFA® charterholder with 22 years of industry experience. He has been with Orgel Wealth Management, LLC since 2013. Orgel Wealth Management serves individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with investment management, financial planning, and retirement plan consulting. The firm emphasizes disciplined asset allocation with a long-term outlook while making tactical adjustments and offers services including financial planning, tax-loss harvesting, and ERISA fiduciary services.

Aaron Reynolds is a CFP®, CFA®, and Series 66 credentialed financial advisor with 18 years of industry experience. He has been with Orgel Wealth Management, LLC since 2015. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers access to private and alternative investments alongside traditional assets.

Mary Hiss is a CFP® and holds a Series 66 license with nine years of industry experience. She has been with Orgel Wealth Management, LLC since 2015, with a brief tenure at Stifel from 2014 to 2015. Outside of her advisory role, she has a minority ownership interest in a family-owned residential rental property in Wisconsin. Orgel Wealth Management serves a wide range of clients, including individuals, families, high-net-worth clients, retirement plans, trusts, charitable organizations, and businesses. The firm provides tailored wealth management, financial planning, and retirement plan consulting, emphasizing disciplined asset allocation with a long-term perspective and offering both traditional and specialized investment options.

Geoffrey Probst is a CFP® professional with 14 years of industry experience, currently serving at Orgel Wealth Management, LLC since 2013. He holds the Series 66 designation and works out of Altoona, WI. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation approach with a tactical overlay, managing over $8 billion in assets across a multi-team platform.

Jonathan Ippel is a CFP® professional with 14 years of industry experience, currently serving at Orgel Wealth Management, LLC since 2014. He holds Series 63 and Series 65 licenses and is based in Altoona, WI. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation approach with a tactical overlay, offering discretionary portfolio management alongside stand-alone planning and consulting services.

Ryan Smith is a financial advisor at Orgel Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Private Client Services and Affiance Financial. Prior to his financial career, he held various roles including positions at the University of Minnesota and in the hospitality and food service industries. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and manages over $8 billion in regulatory assets through a multi-team platform.

Evan Thompson is a financial advisor at Orgel Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. Prior to joining Orgel, he worked at the University of Wisconsin Eau Claire and in various roles within the Monroe School District and local businesses. Orgel Wealth Management serves a diverse client base including individuals, families, high-net-worth clients, retirement plans, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm emphasizes disciplined asset allocation with a long-term focus and manages approximately $9.5 billion in assets across nearly 3,800 clients.

Robert Spaeth is a CFA® charterholder with 11 years of industry experience. He has been with Orgel Wealth Management, LLC since 2013 and previously worked at RBC Capital Markets. Orgel Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes disciplined asset allocation with a long-term orientation and offers tailored wealth management services, including a firm-sponsored wrap-fee program.

Andrew Steger is a CFP® at Orgel Wealth Management, LLC with 12 years of industry experience. He has worked at Orgel Wealth Management since 2024 and previously held positions at LendEDU, Gundersen Medical Foundation, and Trust Point, Inc. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting services to individuals, families, institutions, and business entities. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers a multi-team platform that oversees over $8 billion in regulatory assets.

Tanner Thompson is a financial advisor at Orgel Wealth Management, LLC, holding a Series 65 designation with five years of industry experience. He has been with Orgel Wealth Management since 2018 and has prior work experience in automotive sales and retail. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers a multi-team platform overseeing over $8 billion in regulatory assets.

Anna Geissler is a financial advisor at Orgel Wealth Management, LLC with Series 65 credentials and no prior industry experience. She has worked at Orgel Wealth Management since 2023 with brief intervals and has been involved with Old Abe's Supper Club since 2023. Orgel Wealth Management serves individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with investment management, financial planning, and retirement plan consulting. The firm manages approximately $9.5 billion in assets, offering disciplined asset allocation, tactical adjustments, and a firm-sponsored wrap-fee program.

Peter Atkinson is a financial advisor at Orgel Wealth Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Orgel Wealth Management since 2013. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm uses a disciplined strategic asset-allocation approach with tactical adjustments, offering discretionary portfolio management and consulting services across a multi-team platform managing over $8 billion in regulatory assets.

Dylan Schulz is a CFP® with two years of industry experience, currently serving as a financial advisor at Orgel Wealth Management, LLC. Prior to joining Orgel Wealth Management in 2021, he worked at Ashley Furniture Industries and Property Minds. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers services including discretionary portfolio management, stand-alone planning, and institutional consulting.

Tyler Meyer is a CFP® professional with four years of industry experience, currently serving at Orgel Wealth Management, LLC since 2021. Prior to this, he worked at Perceptive Edge Investment Management, Inc. and has a background that includes four years at Bethel University. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers a multi-team platform managing over $8 billion in assets, incorporating private and alternative investments when appropriate.

Brian Mansky is a financial advisor at Orgel Wealth Management, LLC in Altoona, WI, holding a Series 65 designation with four years of industry experience. Prior to joining Orgel Wealth Management in 2021, he worked for Ingersoll Rand/Trane Technologies for 17 years and was involved with the Coulee Region Humane Society for six years. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers a multi-team platform managing over $8 billion in regulatory assets.

Mason Nolin is a financial advisor at Orgel Wealth Management, LLC, holding a Series 65 designation with experience beginning in 2021. His prior work includes roles at Bertrang Financial Corp, Sterling Water Inc., Oakwood Bank, and the University of Wisconsin Eau Claire. Orgel Wealth Management serves individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with investment management, financial planning, and retirement plan consulting. The firm emphasizes disciplined asset allocation with a long-term orientation, managing approximately $9.5 billion in regulatory assets and offering a firm-sponsored wrap-fee program.

Daniel Oliver is a financial advisor with Orgel Wealth Management, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Orgel Wealth Management since 2018, following brief roles at UBS Financial Services and Fries Financial Group. Orgel Wealth Management serves individuals, families, high-net-worth clients, and various institutional entities with investment management, financial planning, and retirement plan consulting. The firm emphasizes disciplined asset allocation with a long-term orientation, offering discretionary portfolio management and a firm-sponsored wrap-fee program.

Mark Boser is a financial advisor at Orgel Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Orgel Wealth Management since 2013. Outside of advising, he has a minority ownership interest in a partnership that owns the real estate used by Orgel Wealth Management for its operations. Orgel Wealth Management serves individuals, families, and institutional clients with investment management, financial planning, and retirement-plan consulting. The firm employs a disciplined strategic asset-allocation framework with tactical adjustments and offers access to private and alternative investments within a multi-team platform overseeing over $8 billion in assets.