Meet our Professionals

Emmett F. Long

LUTCF®, CLU®, ChFC®, RICP®, AIF®
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Licensed for: Life, Health

Emmett graduated from the University of Wisconsin Stout in 1981 with a Bachelor of Science degree in Hotel and Restaurant Management. He began his career in the financial service industry in 1987 with Mass Mutual. Emmett joined Principal Financial Group® in 1990 where he further developed his practice by assisting business owners and executives with their personal and professional financial needs.

Emmett has been involved with the local National Association of Insurance and Financial Advisors since 1990. Through the years he has acquired other designations and honors: LUTCF, CLU®, ChFC®, RICP®, and was named as the Insurance and Financial Advisor Agent of the year in 2007. Emmett concentrates on business plans that include the following: 401(k) and retirement plans, qualified and nonqualified executive benefits, buy/sell funding, and key person plans.   Emmett is instrumental in mentoring new agents in all areas of the business and Executive Benefits planning, and has taught many LUTCF® courses over the years.

Included in his areas of experience are: Retirement Planning, Life and Disability coverage, College Funding, Estate Conservation, Executive Benefit Plans, Key Person Protection, Qualified Plans, and Exit Planning.

Emmett and his wife, Madalyn, have lived in the Appleton area for over 30 years. They have four children, Brian, Jessica, Tyler, and Rebecca, along with six grandchildren.

I look forward to connecting with you and exploring the financial planning needs for you and your business.

Certifications & Designations

  • LUTCF® designation (1996)
  • Taught 6 LUTCF® classes
  • Named the Executive Benefits Specialist for the Eastern Wisconsin agency (1998)
  • CLU® designation (2002)
  • ChFC® designation (2003)
  • RICP® designation from The American College (2014) 
  • Fox River Valley Insurance and Financial Advisors Association (member and past president) 

Brian Long

RICP®, AIF®
Licensed for: Life & Health*

Brian graduated from Ferris State University in 2005 with a bachelor's degree in professional Golf Management.  He started in the securities business in 2006 and has attained his Retirement Income Certified Professional® designation.  Brian specializes in retirement planning and income solutions.  He works with those close to that retirement dream and younger individuals looking to protect their families and plan for the perfect retirement.  Brian and his wife Joy have two children, Ethan and Evelyn.  

*Offering health insurance products is an outside endeavor Brian Long is involved with separate and distinct from his role as a financial professional with Principal Financial Group.  These activities, products and services are not sponsored, endorsed by or affiliated with any company of Principal Financial Group®. 


 

Ken Gellerstedt

Financial Representative
Principal Securities Registered Representative
Financial Advisor

Ken comes from a diverse professional background. His passion is in finance and working with his clients to fully understand and partner with them. His goal as a financial advisor is to provide the knowledge and advice to work with his clients to help them get on track, and stay on track, to help realize each client's own unique goals and dreams.

Ken obtained his FINRA Series 7 and 66 securities registrations, and also has his Life and Health Insurance License for the state of Wisconsin. He attended University of Wisconsin - Platteville where he received his Bachelor's Degree in Business.

Ken is active in his community, as a board member of Junior Achievement of Wisconsin – Winnebago Area and as a Sunday School teacher. In his free time, he enjoys spending time with his wife and two children.  Him and his family enjoy spending time in the outdoors and working on classic cars.

 

 

The Synergy Team

Jem is one of our valued staff assistant. She strives to make your experience with Synergy Advisory Group seamless and simple. We are very fortunate to have such a great individual that helps us deliver excellent customer service.


 

Jem Stebane

My family and I live in Menasha, WI.  My husband Jeff is a musician and we have 3 children.  Alex, Cadence, and Osroe.

Our family enjoys board games when at home, frequently visits the local library, and we enjoy exploring and learning about all areas of Wisconsin.