Anna Geissler is a financial advisor at Orgel Wealth Management, LLC with Series 65 credentials and no prior industry experience. She has worked at Orgel Wealth Management since 2023 with brief intervals and has been involved with Old Abe's Supper Club since 2023. 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 manages approximately $9.5 billion in assets, offering disciplined asset allocation, tactical adjustments, and a firm-sponsored wrap-fee program.

Peter Atkinson is a financial advisor at Orgel Wealth Management, LLC with 23 years of industry experience. He holds a Series 66 designation and 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 uses a disciplined strategic asset-allocation approach with tactical adjustments, offering discretionary portfolio management and consulting services across a multi-team platform managing over $8 billion in regulatory assets.

Dylan Schulz is a CFP® with two years of industry experience, currently serving as a financial advisor at Orgel Wealth Management, LLC. Prior to joining Orgel Wealth Management in 2021, he worked at Ashley Furniture Industries and Property Minds. 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 including discretionary portfolio management, stand-alone planning, and institutional consulting.

Tyler Meyer is a CFP® professional with four years of industry experience, currently serving at Orgel Wealth Management, LLC since 2021. Prior to this, he worked at Perceptive Edge Investment Management, Inc. and has a background that includes four years at Bethel University. 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 managing over $8 billion in assets, incorporating private and alternative investments when appropriate.

Brenden Cullen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and two years of industry experience. His prior roles include positions at North Point Advisor Group, LPL Financial, Northwestern Mutual, and Baker Tilly US. He is involved in administrative support activities for Great Valley Advisor Group. Great Valley Advisor Group is a multi-team SEC-registered 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, utilizing a mix of in-house strategies and third-party managers across multiple platforms.

Brian Mansky is a financial advisor at Orgel Wealth Management, LLC in Altoona, WI, holding a Series 65 designation with four years of industry experience. Prior to joining Orgel Wealth Management in 2021, he worked for Ingersoll Rand/Trane Technologies for 17 years and was involved with the Coulee Region Humane Society for six years. 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 managing over $8 billion in regulatory assets.

Mason Nolin is a financial advisor at Orgel Wealth Management, LLC, holding a Series 65 designation with experience beginning in 2021. His prior work includes roles at Bertrang Financial Corp, Sterling Water Inc., Oakwood Bank, and the University of Wisconsin Eau Claire. 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, managing approximately $9.5 billion in regulatory assets and offering a firm-sponsored wrap-fee program.

Allyson Cooper is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet. Her prior experience includes roles at The Vanguard Group and Bankers' Bank. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across wealth levels, using technology-driven, model-based asset allocations primarily involving exchange-traded funds. The firm emphasizes a flat subscription fee structure and integrates a comprehensive planning approach through its multi-advisor platform.

Daniel Oliver is a financial advisor with Orgel Wealth Management, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Orgel Wealth Management since 2018, following brief roles at UBS Financial Services and Fries Financial Group. Orgel Wealth Management serves individuals, families, high-net-worth clients, and various institutional entities with investment management, financial planning, and retirement plan consulting. The firm emphasizes disciplined asset allocation with a long-term orientation, offering discretionary portfolio management and a firm-sponsored wrap-fee program.

Mark Boser is a financial advisor at Orgel Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Orgel Wealth Management since 2013. Outside of advising, he has a minority ownership interest in a partnership that owns the real estate used by Orgel Wealth Management for its operations. Orgel Wealth Management serves individuals, families, and institutional clients with investment management, financial planning, and retirement-plan consulting. The firm employs a disciplined strategic asset-allocation framework with tactical adjustments and offers access to private and alternative investments within a multi-team platform overseeing over $8 billion in assets.

Angela Baggett is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 18 years of industry experience, including roles at Zyia and Triad Advisors, Inc. Outside of her advisory work, she is a representative for an activewear company. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a majority of assets managed on a non-discretionary basis.

Karlyn Etheridge is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 19 years of industry experience and has worked at several firms including LPL Financial, Triad Advisors, and Bernicke Wealth Management. Outside of her advisory work, she co-owns a cattle operation in Eau Claire, Wisconsin. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a majority of assets managed on a non-discretionary or client-directed basis.

Zachary Knox is a CFP® and Series 66-registered advisor at Creative Planning with eight years of industry experience. He previously worked at Stifel for seven years and at ALDI, Inc. for one year. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

Micah Ballew is a CFP® professional with 10 years of industry experience, currently with Creative Planning. His prior experience includes roles at WipFli Financial Advisors and Thrivent Financial. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by affiliated legal and accounting resources.

Gregory Poeschel is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has worked at Commonwealth since 2022 and is also affiliated with Nine Pillars Wealth Management since 2020. Outside of advisory work, he is the sole proprietor of Lethal Archery Solutions, a business unrelated to his financial services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs and advisory support services, combining internally managed portfolios with third-party asset management options.

Dean Estling is a financial advisor with Principal Financial Services in Chippewa Falls, WI, holding a ChFC® designation and securities licenses Series 63 and Series 65. He has 35 years of industry experience, including 15 years with Employers Benefit Group LLC. He owns AC&G Insurance and Investments, LLC, through which he offers a range of insurance products including life, medical, disability, fixed annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charities, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Randy Risler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with both Commonwealth Financial Network and Nine Pillars, LLC since 2005, where he serves as owner and CEO. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operational, technological, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside proprietary model portfolios and customized program offerings.

Michael Brahmer is a CFP® with 21 years of industry experience, currently associated with United Planners' Financial Services of America as a Limited Partner. He has held roles at Decades Financial, LLC and Bernicke Wealth Management, Ltd., among others. Outside of his advisory work, he is involved with Decades Financial, LLC, which provides tax advice, and holds a license as a non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and utilizes a combination of custodians and third-party managers to implement investment strategies, with a significant portion of assets managed on a non-discretionary basis.

Duncan Cameron is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 credentials and 15 years of industry experience. His work history includes a long tenure at Ameriprise Financial Services, Inc. and roles at Empower Financial Services and the University of Wisconsin - Eau Claire. He has also been self-employed under his own name since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning approach.

Jackie Schoettl is a financial advisor with Empower Advisory Group in Eau Claire, WI, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at several firms, including Empower Financial Services, Great Valley Advisor Group, and LPL Financial. Outside of advisory work, she serves as Co-Secretary for the Northwoods Elementary School PTO Board and engages in community activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its advisor headcount.