Deanna Connell is a financial advisor at Private Wealth Asset Management with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. prior to joining her current firm in 2021. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans, offering both investment advisory and non-investment services. The firm employs a multi-faceted investment approach that integrates quantitative, fundamental, technical, and economic analysis, with a focus on strategic asset allocation and tactical adjustments.

Tyler Schlumpf is a CFA® charterholder with 11 years of industry experience. He currently works at Private Wealth Asset Management and previously held roles at Wells Fargo Advisors, Wells Fargo Bank, and Carson Group Investing. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans, managing approximately $1.85 billion in discretionary assets. The firm focuses on strategic asset allocation supported by quantitative, fundamental, and technical analysis, offering a range of investment and wealth management services alongside specialized solutions such as oil and gas holdings management and business transition planning.

David Holtorf is a financial advisor at Private Wealth Asset Management with 21 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Holtorf is also a licensed insurance agent, selling sickness, accident, health insurance, life, and annuities. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets using a multi-advisor team approach, emphasizing strategic asset allocation supported by quantitative, fundamental, and technical analysis.

Benjamin Goethel is a financial advisor at Private Wealth Asset Management with three years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Private Bank and Carson Wealth Management. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide a strategic asset allocation approach with tactical adjustments.

Zachary Ritchey is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Private Wealth Asset Management. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing Services, as well as Cetera Advisor Networks and LPL Financial. He is also a licensed insurance agent involved in the sales of sickness, accident and health insurance, life, and annuities. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets and employs a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis.