David Guild is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include positions at North Point Advisor Group and Concord USA, as well as work with the Minnesota Department of Revenue and other organizations. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers financial planning, investment management, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Michael Fields is a financial advisor at Orgel Wealth Management, LLC, holding a Series 65 designation. He has been with Orgel Wealth Management since 2023 and has prior experience in banking and corporate roles. Orgel Wealth Management offers investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation approach with a tactical overlay and manages over $8 billion in assets through a multi-team platform.

Kent Higley is a financial advisor with Orgel Wealth Management, LLC in Altoona, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Orgel Wealth Management since 2013. 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 a tactical overlay and offers a multi-team platform managing over $8 billion in assets, including access to private and alternative investments for qualified investors.

Ronald Ducharme is a financial advisor at Orgel Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services, Schmocker Financial Services, and Commonwealth Financial Network. Orgel Wealth Management serves individuals, families, and institutional clients through investment management, financial planning, and retirement-plan consulting. The firm employs a disciplined strategic asset-allocation approach with a tactical overlay and offers access to private and alternative investments within a multi-team platform managing over $8 billion in assets.

Benjamin Kanz is a CFA® charterholder with 16 years of industry experience. He has been with Orgel Wealth Management, LLC since 2013. Kanz 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 a tactical overlay and offers access to private and alternative investments through its multi-team platform managing over $8 billion in regulatory assets.

Samir Murty is a CFA® charterholder with 22 years of industry experience. He has been with Orgel Wealth Management, LLC since 2013. Orgel Wealth Management serves individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with investment management, financial planning, and retirement plan consulting. The firm emphasizes disciplined asset allocation with a long-term outlook while making tactical adjustments and offers services including financial planning, tax-loss harvesting, and ERISA fiduciary services.

Matthew Olson is a CFP® and ChFC® credentialed advisor with 22 years of experience in the financial services industry. He is currently with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and Thrivent Financial for Lutherans. Olson also operates North Point Accounting and Tax Services, providing tax preparation and accounting services. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight across various platforms and investment strategies.

Aaron Reynolds is a CFP®, CFA®, and Series 66 credentialed financial advisor with 18 years of industry experience. He has been with Orgel Wealth Management, LLC since 2015. 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 access to private and alternative investments alongside traditional assets.

Kia Xiong Yang is a financial advisor at AlphaStar Capital Management with eight years of industry experience. He holds a Series 65 designation and has worked at firms including AE Wealth Management, Keystone Financial, and Brookstone Capital Management. In addition to his advisory role, he is an insurance agent with Physicians Mutual Insurance Company and a member of Good Works REI, LLC, a real estate business. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of firm-designed model portfolios and advisor-directed strategies incorporating strategic and tactical approaches across various investment vehicles.

Mary Hiss is a CFP® with nine years of industry experience and is currently with Orgel Wealth Management, LLC. She has been with the firm since 2015. Outside of her advisory work, she holds a minority ownership interest in a family-owned residential rental property. 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 access to private and alternative investments for qualified investors.

Geoffrey Probst is a CFP® professional with 14 years of industry experience, currently serving at Orgel Wealth Management, LLC since 2013. He holds the Series 66 designation and works out of Altoona, 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 approach with a tactical overlay, managing over $8 billion in assets across a multi-team platform.

Jonathan Ippel is a CFP® professional with 14 years of industry experience, currently serving at Orgel Wealth Management, LLC since 2014. He holds Series 63 and Series 65 licenses and is based in Altoona, 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 approach with a tactical overlay, offering discretionary portfolio management alongside stand-alone planning and consulting services.

Ryan Smith is a financial advisor at Orgel Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Private Client Services and Affiance Financial. Prior to his financial career, he held various roles including positions at the University of Minnesota and in the hospitality and food service industries. 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.

Evan Thompson is a financial advisor at Orgel Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. Prior to joining Orgel, he worked at the University of Wisconsin Eau Claire and in various roles within the Monroe School District and local businesses. Orgel Wealth Management serves a diverse client base including individuals, families, high-net-worth clients, retirement plans, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm emphasizes disciplined asset allocation with a long-term focus and manages approximately $9.5 billion in assets across nearly 3,800 clients.

Renee Chamberlain is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of experience in the industry. Her prior work experience includes roles at American Benefits Advisor, Heartland Hospice, US Bank, and Asher Enterprises. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis for portfolio management.

Robert Spaeth is a CFA® charterholder with 11 years of industry experience. He has been with Orgel Wealth Management, LLC since 2013. Orgel Wealth Management serves individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with investment management, financial planning, and retirement plan consulting. The firm emphasizes disciplined asset allocation with a long-term orientation while making tactical adjustments, managing client accounts mostly on a discretionary basis and offering a range of financial planning and fiduciary services.

Thomas Lind is a CFP® with 28 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2010. Prior to this, he was associated with LaSalle St. Securities, L.L.C. starting in 2006, and briefly worked at Thrivent Investment Management in 2006. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charities, and small businesses. The firm offers both non-discretionary and discretionary investment programs, employing asset-allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.

Andrew Steger is a CFP® at Orgel Wealth Management, LLC with 12 years of industry experience. He has worked at Orgel Wealth Management since 2024 and previously held positions at LendEDU, Gundersen Medical Foundation, and Trust Point, Inc. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting services to individuals, families, institutions, and business entities. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers a multi-team platform that oversees over $8 billion in regulatory assets.

Jon Woo is a CFA® charterholder with one year of experience in financial advising, currently with Nicolet Wealth Management. Prior to joining the firm, he worked at United Natural Food Services and Wells Fargo Private Bank. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily for participant-directed defined-contribution plans, including 401(k) and 403(b) arrangements. The firm offers investment policy development, ongoing monitoring, participant education, and fiduciary services with a coordinated custody model.

Tanner Thompson is a financial advisor at Orgel Wealth Management, LLC, holding a Series 65 designation with five years of industry experience. He has been with Orgel Wealth Management since 2018 and has prior work experience in automotive sales and retail. 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 regulatory assets.