Anne Huth

Luke Wendorf is a financial advisor at Longevity Wealth Advisory LLC with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including PKS Investments and Merit Financial Advisors. Prior to his financial advisory roles, he gained varied experience including positions in hospitality and education. Longevity Wealth Advisory LLC provides fee-only wealth management and discretionary portfolio management to individuals and families, as well as trusts, estates, and business-owned accounts. The firm integrates ongoing financial planning with investment implementation, using modern portfolio theory to construct individualized portfolios without leverage, options writing, or short-selling as standard approaches.

Kenji Callahan is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Creative Planning and previously worked at AEGIS Financial and Marian University. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Kristi Budin is a financial advisor with Thrivent Investment Management in Sparta, WI, holding a Series 66 designation and five years of industry experience. She has been with Thrivent Financial and its investment management affiliate since 2020, following a decade of experience at John Budin - Thrivent Financial from 2010 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning without portfolio management or institutional advisory services, allowing clients to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

Brett Welch is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Cetera Advisor Networks, and Coulee Country Financial Services. Outside of his advisory role, Welch serves as treasurer for two nonprofit organizations focused on community support and environmental conservation. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering a range of brokerage and advisory services. The firm employs advanced asset allocation tools and multiple advisory platforms to construct portfolios that include a broad mix of investment products.

Paul Hayden is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at 1st Global Advisors Inc. for seven years before joining Ameriprise in 2016. Outside of advisory services, he is president of Hayden CPA SC, where he provides tax preparation services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Katie Feist is a financial advisor with Ameriprise Financial Services in Bangor, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at Educational Testing Service and Eagle Ridge Academy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.