Valorie Gast is a financial advisor with Equitable Advisors in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Gast also has involvement in other insurance-related business activities through DBA Partners in Planning, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Abigail Rindfleisch is a financial advisor with Equitable Advisors in Wausau, WI, holding the Series 66 designation and having one year of industry experience. Her background includes multiple roles with Equitable Advisors and Partners in Planning, as well as experience in education and banking. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management. The firm utilizes a network of investment adviser representatives to deliver a range of advisory programs, often implemented through third-party managers and specialized investment products.

Erik Sherfinski is a financial advisor at Equitable Advisors in Wausau, WI, holding a Series 66 designation with four years of industry experience. His prior experience includes roles at Partners in Planning LLC and various positions at the University of Wisconsin campuses. Equitable Advisors serves individuals across wealth segments, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients through a range of financial planning, retirement consulting, and asset management programs delivered by a network of advisor representatives. The firm utilizes third-party program sponsors and TAMPs for advisory models and offers ERISA fiduciary services to qualified plans.

Matthew Gast is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2011. Outside of his financial advisory role, he provides technical consultation for a company developing a virtual reality simulator to recreate astronaut spacewalking experiences. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes various third-party asset managers and advisory programs, focusing on matching clients with suitable investment models and providing ERISA fiduciary services to qualified plans.

John Knoll is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2016. Outside of his advisory role, he is a PGA Golf Professional and instructor, and serves on the boards of the Community Foundation of North Central Wisconsin and the Newman Education Advancement Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, including both non-high-net-worth and high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm employs a model-driven investment approach utilizing third-party asset managers and advisory programs.