Rice Lake, WI Office

Eric Pelle is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining ValMark, he worked at Chibardun Telephone Cooperative and currently serves as Director of Operations at Business & Estate Advisers of WI, Inc. He is also a member of the City Council in Rice Lake, Wisconsin, and participates in the Kiwanis Club of Rice Lake. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and financial solutions.

Jackie Gates is a financial advisor with ValMark Advisers, Inc. in Rice Lake, WI, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked with Valmark Securities, Inc. since 2016. In addition to her advisory role, she serves as a paraplanner at Business & Estate Advisers of WI, Inc., focusing on financial and business planning. ValMark Advisers provides investment advisory and financial planning services to individual investors, high-net-worth clients, retirement plan sponsors, and institutional entities. The firm employs a diversified, goal-based investment approach utilizing model portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers.

Chad Peterson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. since 2021. He previously worked at Wipfli Financial Advisors, LLC, Allete, Inc., and Anderson, Hager and Moe, and has been involved with Business and Estate Advisers of WI, Inc. since 2020. Peterson is also the vice president of the Rice Lake Area Scholarship Foundation, a local nonprofit providing college scholarships to high school students. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach focuses on diversified, goal-based model portfolios using mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing supported by an investment committee.

Stefani Fiedler is a CFP® and ChFC® with 20 years of experience in the financial services industry. She has worked with ValMark Advisers, Inc. since 2018 and previously held roles at B&E Investment Advisers, Inc. and Valmark Securities, Inc. Fiedler serves as Secretary and Executive Committee member of the Boys & Girls Club of Barron County and is also on the Finance Committee of the Hunt Hill Nature Center. ValMark Advisers provides investment advisory and financial planning services to a diverse clientele, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with ongoing monitoring and rebalancing.