Bradley Wheeler is a financial advisor with Level Four Advisory Services holding a Series 66 license and seven years of industry experience. His prior roles include positions at LPL Financial and Level Four Financial, LLC. Outside of his advisory work, he serves as a pastor and volunteers on multiple nonprofit boards focused on community support and education. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, and fiduciary services, implementing client mandates through model portfolios and a range of affiliated and unaffiliated sub-advisors.

Emily Jones is a Series 66-licensed financial advisor at Level Four Advisory Services with three years of industry experience. She previously worked at Studle Financial Services and held various positions in retail and food service prior to entering financial advising. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and both affiliated and unaffiliated sub-advisors.