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 in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Level Four Financial and LPL Financial and is also involved in tax preparation and accounting through Blake & Statham CPAs, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and unaffiliated sub-advisers.

Cathy Poe is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and 22 years of industry experience. She has worked at Mid-Atlantic Securities, Inc. since 2010 and has been with Level Four Advisory Services and Level Four Financial, LLC since 2022. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management options.

Stuart Waldenmaier is a financial advisor at Level Four Advisory Services with four years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management and TLC Advisory Group, where he serves as president. Waldenmaier is also a class instructor for the American Financial Education Alliance, a nonprofit providing educational workshops in Texas. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning and asset management, utilizing model portfolios developed internally or through sub-advisers.

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 licenses and possessing 20 years of industry experience. Prior to joining Level Four Advisory Services in 2023, she worked at Red Reef Advisors LLC, Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. She serves as Chair of The Curham-Orange Estate Planning Council and is involved in business consulting through Level Four Business Solutions. 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 provides fee-only financial planning and asset management, utilizing model portfolios developed internally or through sub-advisers, and offers a range of integrated financial services and custody solutions.

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.

Joshua Hampton is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and 13 years of industry experience. He has worked at Level Four Advisory Services since 2012 and previously spent eight years at LPL Financial. Outside of advising, he is involved in an investment group focused on a tequila company through Mezcalculated Risk, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management.

Marian Stupka is a financial advisor at Level Four Advisory Services with 19 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at MSC - BD, LLC, Holdun Family Office LLC, Alveo Wealth Management, LLC, and CGI Merchant Capital, LLC. Outside of her advisory work, she owns and manages a real estate investment business. 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, providing fee-only financial planning, asset management, and retirement plan advisory services, with a focus on tailored investment solutions and a range of affiliated financial capabilities.

Damian Saenz is a Series 66 licensed financial advisor at Level Four Advisory Services with six years of industry experience. His prior roles include positions at Lone Star National Bank, LPL Financial, and Raymond James. Outside of his advisory work, he is a licensed Realtor assisting buyers and sellers through NB Elite Real Estate Group. 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 tailored financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party managers.

Jason Fletcher is a CFP® professional with 17 years of experience in the financial services industry. He currently serves as an advisor at Level Four Advisory Services and has previously worked with firms including Good Life Advisors and LPL Financial. Outside of his advisory role, Fletcher provides tax preparation services through DF Consultants. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion in assets across 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement advisory services, utilizing model portfolios and a combination of direct management and sub-advisers.