Jeffrey Schlicht is a CFP® with 21 years of industry experience, currently serving with Level Four Advisory Services. He has worked at Level Four Financial, LLC since 2014 and previously at LPL Financial from 2014 to 2021. In addition to his advisory role, he is involved with Level Four Insurance Services as an agent. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering fee-only financial planning and asset management tailored to client needs.

Matthew Scherer is a CFP® professional with 21 years of industry experience, currently serving at Level Four Advisory Services. He has worked with Level Four Financial, LLC since 2019 and previously was with LPL Financial from 2014 to 2021. Outside of his advisory work, Scherer is a board member and president of the Hamel Athletic Club, a youth baseball organization in Hamel, MN. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base including individuals, retirement plans, corporations, and nonprofits, offering fee-only financial planning, asset management, and retirement plan advisory services.