Wilon Wealth Management

Matthew Onstot is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He is affiliated with Wilon Wealth Management and has held previous roles at Purshe Kaplan Sterling Investments, Securities America Advisors, Berthel, Fisher & Company Financial Services, and Waddell & Reed. Outside of his advisory work, he owns and manages several non-investment-related businesses, including a farming operation and a dry ice manufacturing and distribution company. Wilon Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, typically requiring about $250,000 in investable assets. The firm offers comprehensive wealth management services focused on planning-driven, diversified asset allocation portfolios tailored to client goals, risk tolerance, and time horizons, emphasizing low fees and tax efficiency.

Connor Peck is a financial advisor at Wilon Wealth Management with five years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Wilon Wealth Management, Peck worked at Purshe Kaplan Sterling and Securities America Advisors. He has also been involved in entrepreneurial ventures related to golf, including CP Golf Group, LLC. Wilon Wealth Management is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, typically requiring about $250,000 in investable assets. The firm offers comprehensive wealth management services focused on planning-driven, diversified asset allocation aligned with clients’ goals, risk tolerance, and time horizon, emphasizing tax efficiency and low fees.

Brian Blankenburg is a financial advisor at Wilon Wealth Management with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Bank of the West and BancWest Investment Services. Outside of his advisory role, he is involved in real estate investing with family and friends and holds an insurance sales license. Wilon Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, generally requiring about $250,000 in investable assets. The firm offers comprehensive wealth management services with a planning-driven investment approach focused on diversified asset allocation, risk alignment, fee minimization, and tax efficiency.

Jason Wiltse is a financial advisor at Wilon Wealth Management with 20 years of industry experience. He holds a Series 66 credential and has worked at firms including Purshe Kaplan Sterling Investments and Securities America Advisors. Wiltse serves on the board of directors and as compensation committee chair for Fareway Stores, Inc., and is a board member of the Paul S and Maryellen L Beckwith Charitable Foundation. Wilon Wealth Management provides financial planning and asset management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a planning-driven, goal-focused investment approach that emphasizes diversified, passive, low-cost, and tax-efficient strategies tailored to client objectives.

Drake Ellgren is a financial advisor at Wilon Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Iowa State University, Strahan Construction, HyVee, and in education. Wilon Wealth Management provides financial planning and asset management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is planning-driven and goal-focused, emphasizing diversified, passive, low-cost, and tax-efficient strategies tailored to client objectives.