Level Four Advisory Services

Jennifer Eggleston is a financial advisor with Level Four Advisory Services and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including roles at LPL Financial and RBC Capital Markets Corporation. Outside of her advisory work, she serves as Vice President of the Board for the Tama County Humane Society, an animal shelter in Tama, Iowa. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Louis Orgera is a CFP® with 30 years of experience in the financial services industry. He currently serves as an advisor at Level Four Advisory Services and has prior experience at Mid Atlantic Securities, Inc. and operates a CPA practice focused on tax services for small businesses and individuals. Additionally, he acts as an executor for an estate and is involved in selling life insurance on a limited basis. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, employing model portfolios managed internally or through sub-advisers and third-party managers.

Cameron Neumann is a financial advisor at Level Four Advisory Services with two years of industry experience. He holds a Series 65 designation and has previously worked at Financial Life Advisors, Level Four Financial, and R.Q. Boothe and Associates. Outside of advisory work, he is involved in insurance-related activities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion through 115 advisors. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services, and utilizes model portfolios developed by an internal Investment Committee and affiliated or third-party sub-advisers.

Marshall Barclay Jr. is a CFP® with 19 years of industry experience and is currently an advisor at Level Four Advisory Services. He has worked at Harbor Financial Services, LPL Financial, and Lincoln Financial Advisors during his career. Barclay serves on the board of CASA of El Paso. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services tailored to individual client needs.

Charles Shimer III is a CFA® charterholder with 23 years of industry experience. He is currently a team member at Level Four Capital Management and has previously worked at LPL Financial. Shimer is involved with several affiliated entities within the Level Four group, including serving as a portfolio manager responsible for investment research, due diligence, and portfolio management. Level Four Capital Management provides discretionary asset management and sub-advisory services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, and institutional entities. The firm employs a model-driven approach overseen by an investment committee and offers a range of actively managed portfolios, alternative investments, and a crypto ETF.

Craig Blake is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Level Four Financial and Level Four Advisor Services since 2013 and previously at LPL Financial. Blake is also a partner at Blake & Blake CPAs PC, providing tax and accounting services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and multiple custodians to support its client-focused investment approach.

Cathy Poe is a financial advisor at Level Four Advisory Services with 22 years of industry experience. She holds the Series 66 designation and has worked at Level Four Advisory Services since 2022, following prior roles at Mid-Atlantic Securities and BB&T Investment Services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a range of platform and sub-advisor arrangements.

Stuart Waldenmaier is a financial advisor at Level Four Advisory Services with five years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management and TLC Advisory Group. Outside of advisory work, he serves as a class instructor for the nonprofit American Financial Education Alliance, providing educational workshops in Texas. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and both affiliated and unaffiliated sub-advisors.

Brian Thomas is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Level Four Advisory Services since 2021 and has worked at Level Four Financial, LLC since 2009. Outside of his advisory work, Thomas serves as the board president of the Blue Heron Homeowners Association. 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 with fee-only financial planning, asset management, and retirement plan advisory services, using both internal model portfolios and sub-advisers.

Bonnie O Quinn is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her prior work includes roles at Red Reef Advisors LLC, Morgan Stanley, and Equitable Advisors. She serves as board member and chair of the Curham-Orange Estate Planning Council and is involved in business consulting through Level Four Business Solutions. Level Four Advisory Services manages approximately $6.5 billion, serving individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and both affiliated and unaffiliated sub-advisors.

Collin Mc Avoy is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Level Four Advisory Services and its affiliates, where he has worked since 2026. Prior to this, he held roles at Texas Capital Bank and related entities from 2023 to 2026, and previously worked at Invesco and Oppenheimer Funds Inc. Mc Avoy also has experience as an assistant trader at Texas Capital Bank. Level Four Advisory Services is an SEC-registered advisory firm managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client strategies through model portfolios and a combination of in-house and third-party investment platforms.

Peter Gore is a CFP® and CFA® with 28 years of industry experience. He is currently with Level Four Advisory Services and has previously worked at Cantella & Co., Inc. for 17 years. Outside of his advisory role, Gore is an insurance agent involved in life and health insurance sales. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both internal and third-party managers.

Marian Stupka is a financial advisor at Level Four Advisory Services with 20 years of industry experience and holds a Series 66 designation. His prior roles include positions at Citigroup Global Markets, CGI Merchant Capital, Alveo Wealth Management, and Holdun Family Office. Outside of advisory work, he owns and manages a real estate investment business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm uses model portfolios and a combination of firm-sponsored wrap platforms and sub-advisors, with a structure that includes broker-dealer and trust affiliations and specialized municipal and tax-exempt strategies.

Damian Saenz is a financial advisor at Level Four Advisory Services with six years of industry experience. He holds the Series 66 designation and previously worked with Lone Star National Bank, LPL Financial, and Raymond James. Outside of his advisory role, he is a licensed Realtor assisting clients with real estate transactions and serves as an executor and trustee of a family estate trust. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a range of custodial and platform arrangements.

Jason Fletcher is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Level Four Advisory Services. His prior roles include positions at Good Life Advisors and LPL Financial. In addition to his advisory work, he provides tax preparation services through a separate business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset and portfolio management, retirement plan consulting, and fiduciary services, utilizing model portfolios and a range of third-party platform solutions.