Midwest Professional Planners, Ltd.

Benjamin Laska is a CFP® with ten years of industry experience, currently serving as a financial advisor at Midwest Professional Planners, Ltd. He has held positions at APW Capital, Inc. and Crump Life Insurance Services, where he also works as an insurance wholesaler. Laska is based in Wausau, Wisconsin. Midwest Professional Planners, Ltd. offers financial planning and discretionary portfolio management to individual clients, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies, including model portfolios, individual equities, fixed-income instruments, and low-cost ETFs, and provides specialized services such as retirement coaching and divorce planning.

Daniel Evans is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Midwest Professional Planners, Ltd. in Wausau, WI. He has held various roles within Midwest Professional Planners and affiliated firms since 2003. Outside of his advisory duties, Evans is also registered with APW Capital, Inc. and works as an insurance wholesaler with Crump Life Insurance Services. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies, including model portfolios, individual equities, fixed income, ETFs, and more complex techniques such as options and tax-loss harvesting, supported by quantitative tools and continuous portfolio monitoring.

Joseph Faust is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN. He holds a Series 65 designation and joined the firm in 2025. Prior to his current role, he worked in construction and hardware sectors and played professional hockey with the Idaho Steelheads and Albany Devils. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies including model portfolios, individual equities, fixed income, ETFs, and more complex approaches such as options and tax-loss harvesting.

Terri Rau is a financial advisor at Midwest Professional Planners, Ltd. with 17 years of industry experience. She holds the ChFC® designation and Series 66 license. Rau has a background that includes roles at APW Capital, Inc. and Crump Life Insurance Services. She is involved in divorce financial planning workshops and provides pro bono financial planning guidance through the Financial Planning Association. Midwest Professional Planners, Ltd. offers financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a diverse investment approach that includes model strategies, individual equities, fixed income, low-cost ETFs, and advanced techniques such as options and tax-loss harvesting.

Bryson Cioni is a financial advisor at Midwest Professional Planners, Ltd. He holds a Series 65 designation and has been in the industry since 2023. Prior to joining Midwest Professional Planners, he worked at Amcor and studied at Iowa State University. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm uses a range of investment strategies, including model portfolios, individual equities, fixed income, and low-cost ETFs, and offers specialized services such as retirement coaching, divorce planning, and retirement plan consulting.

Kara Proctor is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Midwest Professional Planners, Ltd. She previously worked at U.S. Bank and RSM US Wealth Management, LLC. Proctor is involved in her community as the treasurer of the Superior Douglas County Family YMCA and has served as past president and board member of the Duluth Superior Eco Rotary. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a variety of investment strategies, including model portfolios, individual equities, fixed income, and ETFs, and offers specialized services such as retirement coaching, divorce planning, and retirement plan consulting.

Brian Kamke is a financial advisor with Midwest Professional Planners, Ltd. He holds a Series 66 designation and has 25 years of industry experience. Kamke has been with Midwest Professional Planners, Ltd. since 2005. Outside of advising, he is a member and owner of MPPL Properties LLC, a commercial real estate entity that owns office buildings leased to the firm. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs model strategies and a range of investment approaches, including equities, fixed income, ETFs, options, and third-party managers, supported by quantitative tools and continuous portfolio monitoring.

Scott Wallschlaeger is a CFP® professional with 21 years of industry experience, currently serving as an investment advisor representative and CEO at Midwest Professional Planners, Ltd. He has held roles at MPPL Financial and Crump Life Insurance Services, among others. Outside of his advisory work, Wallschlaeger is a member of the Forbes Finance Council and contributes articles to Forbes. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management for individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies, including model portfolios, individual equities, fixed income, and ETFs, and offers specialized services such as retirement coaching and divorce planning.

Sebastian Sullivan is a financial advisor at Midwest Professional Planners, Ltd. with two years of industry experience. He holds a Series 65 credential and has a background that includes roles at the Duluth Entertainment Convention Center and the University of Minnesota Duluth. Outside of advising, he serves as the ice maintenance lead at the Duluth Entertainment Convention Center. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a variety of investment strategies, including model portfolios, individual equities, fixed income, and ETFs, and offers specialized services such as retirement coaching, divorce planning, and retirement plan consulting.

Jesse Dunsmoor is a CFA® charterholder and holds a Series 65 license, with three years of industry experience. He is currently with Midwest Professional Planners, Ltd. in Duluth, MN, where he has worked since 2022. Prior to joining the firm, he was employed at Cleveland-Cliffs Inc. from 2015 to 2022. Outside of his advisory role, Jesse coaches youth soccer for the Hermantown Youth Soccer Association. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies including model portfolios, individual equities, fixed income, and low-cost ETFs, and offers specialized services such as retirement coaching, divorce planning, and retirement plan consulting.

Dang Nguyen is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Midwest Professional Planners, Ltd. He has been with the firm since 2002. Outside of his advisory role, he is a member and owner of MPPL Properties LLC, a commercial real estate entity that owns the office buildings leased to Midwest Professional Planners. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies including model portfolios, individual equities, fixed income, ETFs, and more complex approaches such as options and direct indexing, supported by quantitative tools and continuous portfolio monitoring.

Brian Resch is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 designation with 12 years of industry experience. Prior to his current role, he worked at Jnba Financial Advisors Inc. from 2011 to 2017. Outside of his advisory work, Resch manages the investment portfolio for Duluth Bible Church on a pro-bono basis and serves as a board director for the Labovitz School of Business & Economics’ Financial Markets Investment Oversight Committee, providing mentorship and oversight of student investment activities. Midwest Professional Planners, Ltd. offers financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm utilizes model strategies incorporating equities, fixed income, ETFs, and may employ advanced techniques such as options and tax-loss harvesting, along with continuous portfolio monitoring and rebalancing.

Levi Ewan is a financial advisor at Midwest Professional Planners, Ltd. in Wausau, WI, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining the firm, he worked at Sierra Pacific Industries and studied at the University of Wisconsin-Stevens Point. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies including model portfolios, individual equities, fixed income, ETFs, and more complex approaches such as options and tax-loss harvesting, supported by quantitative tools and continuous portfolio monitoring.

Brady Neumann is a financial advisor at Midwest Professional Planners, Ltd. with a Series 65 credential and two years of industry experience. He has been with Midwest Professional Planners since 2022. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individual clients, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies, including model portfolios, individual equities, fixed-income instruments, and low-cost ETFs, and offers specialized services such as retirement coaching, divorce planning, and retirement plan consulting.

Cory Wokasch is a financial advisor at Midwest Professional Planners, Ltd. with four years of industry experience. He holds the Series 65 designation and has worked at Midwest Professional Planners, Ltd. since 2019, with prior experience at Agate Financial Services and Goodin Company. Outside of his advisory role, he is also an independent insurance agent affiliated with MPPL Insurance, LLC. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs model strategies and a mix of equities, fixed income, and low-cost ETFs, while offering specialized services such as retirement coaching, divorce planning, and retirement plan consulting.