Meet our Professionals

 

Brian Long, RICP®, AIF®

Financial Representative
Principal Securities Registered Representative
Financial Advisor


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
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 collaborate 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 individual 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.

 

Jennifer Torgrude 

ChSNC®

Financial Representative
Principal Securities Registered Representative
Financial Advisor

Jennifer Torgrude is an advocate for children and families, offering a unique perspective through both her personal experience as a parent and her professional background.

After years of caring for people with disabilities, Jennifer became a parent to Noah, who was born prematurely with Down syndrome and later diagnosed with autism. Now functionally non-verbal, Noah communicates through signs and assistive technology. Jennifer brings this personal experience to her advocacy, supporting families in planning for their loved ones' financial future.

Jennifer combined her interests in nursing, business, and social work by earning dual master’s degrees in Gerontology and Health Administration. She spent over 20 years as a licensed Nursing Home Administrator supporting individuals with disabilities. In addition to holding life and health insurance licenses, she maintains FINRA Series 7, 63, and 65 securities registrations, as well as the Chartered Special Needs Consultant designation from the American College. After over a decade of service on the Down Syndrome Association of Wisconsin’s Walk Committee, Jennifer joined the Advisory Board in 2024. She understands that many people seek financial guidance out of deep care for a loved one, and Jennifer is here to help support you on that journey.

 

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.