Lindsey Hendrickson is a financial advisor at Bernicke Wealth Management with nine years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Triad Advisors. Lindsey is based in Altoona, Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm utilizes a macroeconomic, top-down asset allocation approach supplemented by an AI-driven quantitative model and serves a diverse range of institutional and individual clients.

Mitchell Van Den Meerendonk is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Bernicke Wealth Management, where he has worked since 2025, following prior roles at Great Valley Advisor Group Inc and LPL Financial. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, foundations, trusts, and corporations. The firm uses a macroeconomic, top-down asset allocation approach supplemented by an AI-driven quantitative model to guide portfolio construction.

Tasha Strand is a financial advisor at Bernicke Wealth Management with a Series 66 designation and four years of industry experience. She has worked at Bernicke Wealth Management since 2021 and previously at LPL Financial, LLC. Outside of advisory work, she is a commissioned notary public in Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, retirement-plan advisory services, and consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a macroeconomic, top-down asset-allocation approach supported by an AI-driven quantitative model and serves a diverse client base including institutional and retirement plan clients.

Joel Revak is a financial advisor with Evexia Wealth, LLC, holding Series 65 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Thrivent Investment Management, LPL Financial, Royal Credit Union, and INVEST Financial Corp. Evexia Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a fundamental, long-term investment approach using ETFs, individual equities, mutual funds, and fixed-income securities, supported by a team of eight advisors across multiple offices.

Ty Bernicke is a CFP® with 28 years of industry experience, currently serving at Bernicke Wealth Management. His background includes roles at Great Valley Advisor Group, LPL Financial, and Triad Advisors. Outside of advising, he owns a tax preparation and accounting business. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional entities. The firm uses a macroeconomic, top-down asset-allocation strategy supplemented by an AI-driven quantitative model and manages portfolios that may include ETFs, bonds, stocks, mutual funds, and alternative investments.

Katherine Aubart is a financial advisor with Bernicke Wealth Management in Altoona, WI, holding a Series 66 designation and six years of industry experience. She has worked with Great Valley Advisor Group, LPL Financial, Monat, and Triad Advisors. Aubart is also a commissioned Notary Public. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation approach supplemented by AI-driven quantitative analysis and serves a broad range of institutional and individual clients.

Jack Kilibarda is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth since 2023 and Benefit Resource Partners since 2020. Outside of advisory work, he is involved with Benefit Resource Partners where he engages with clients and sells life insurance and annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub‑advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of portfolio strategies including proprietary ETF-based models and boutique equity managers, supporting tailored suitability assessments and regular portfolio rebalancing.

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.

David Hopkins is a CFP®-certified financial advisor with 17 years of industry experience. He is affiliated with Great Valley Advisor Group, LLC and has held roles at LPL Financial and Great Valley Advisor Group, Inc. Outside of his advisory work, he serves as a writing agent for non-variable insurance products and is involved with LTCI Partners LLC. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers a range of investment management and planning services while utilizing both in-house and third-party strategies, with ongoing portfolio oversight and due diligence.

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.

Scott Stewart is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Global View Capital in various roles since 2013 and also has prior experience with Education Solution Services and Kelly Educational Staffing Service. Stewart is involved as an independent contractor with Global View Capital Advisors, LLC, focusing on marketing, education, and sales of advisory services. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs technical and quantitative investment strategies supported by its proprietary research platform and offers a range of managed account options including a low-cost, ETF-only program.

Robert Barthen is a financial advisor at Gateway Wealth Partners, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Woodbury Financial Services, and Cambridge Investment Research. Barthen also operates Barthen Financial & Insurance Services, where he provides non-variable insurance and notary services. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, wealth management, and retirement plan consulting. The firm employs a diversified investment approach, utilizing low-cost mutual funds and ETFs alongside individual securities and independent managers, managing approximately $2.28 billion in assets as of the end of 2025.

James Massey is a financial advisor with AdvisorNet Wealth Partners in Eau Claire, WI, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked with firms including Cetera and Creative Asset Consultants, and owns Lewis Financial Advisors LLC, a financial services business. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management approaches.

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.

Craig Falkner is a CFA® charterholder and holds the Series 66 designation, with 18 years of industry experience. He has worked at Advisory Services Network since 2015, following positions at Orgel Wealth Management, RBC Capital Markets, and Morgan Stanley. Outside of his advisory role, he advises VETS PLUS INC. on strategic initiatives. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing various investment strategies and third-party managers.