Denise Halverson

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 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc., Cetera Advisor Networks LLC, and Coulee Country Financial Services. Welch serves as treasurer for two nonprofit organizations, Everybody Bikes and the Upper Mississippi Isaac Walton League, where he manages bookkeeping and financial reporting. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers advisory and brokerage services through a large network of financial advisers and employs a range of investment strategies and platforms tailored to client risk tolerance and goals.

Paul Hayden is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Ameriprise since 2016 and previously at 1st Global Advisors and Hayden CPA SC, where he was president and involved in tax preparation. Outside of advising, he is involved with Paccioli, Ltd, a corporation that owns the office buildings housing his CPA and Ameriprise offices. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Katie Feist is a financial advisor with Ameriprise in Bangor, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, she worked at Educational Testing Service and Eagle Ridge Academy. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Stephen Cohen is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018, following roles at Airgas and TNT Fireworks. Cohen serves as president of the West Salem Business Association. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.