Gregory Richard Fuerst

Robert Matzke is a CFP® professional with 37 years of experience in the financial services industry. He has been with Financial Services of Northeast Wisconsin, Inc. since 1996. Financial Services of Northeast Wisconsin provides personalized financial planning and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both financial planning engagements and ongoing advisory services, with an emphasis on no-load or low-load mutual funds and ETFs, and maintains a notable affiliation with insurance carriers, integrating fixed life insurance and annuity products into its recommendations.

Chad Backes is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial, Investment Centers of America, and First State Bank, where he continues to maintain a connection. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm emphasizes customized advisory services and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

John Koch is a CFA® charterholder affiliated with Mercer Global Advisors Inc. He has a combined 11 years of industry experience, including a decade at iSectors, LLC. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning and retirement consulting services.

Scott Hanadel is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at FBL Marketing Services, FBL Financial Group, Firstmerit Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations, corporations, and other business entities. The firm offers a range of advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that combines third-party managers with proprietary Private Bank strategies.

Joshua Korotka is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. He has been with Thrivent since 2025 and previously worked at Thrivent Financial. Outside of his advisory role, he owns a fresh produce stand operating in Crandon and Antigo, WI, a business he has managed since his teens. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial analyses without discretionary trading authority. The firm supports long-term planning needs through periodic reviews and integrates planning with managed-account services under a consolidated billing option.

Tina Grenlie is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and has worked previously with Edward Jones, Thrivent Financial, and Principal Securities, among others. Outside of her advisory roles, she serves on the audit committee for Trinity Lutheran Church and is a member of the American Legion Auxiliary. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to various managed portfolios and third-party money managers.