Heidi L Lydon

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.

Ella Jordan is a financial advisor with Edward Jones in West Salem, Wisconsin. She holds the Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, she worked at Altra Federal Credit Union and has experience in retail through Dicks Sporting Goods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Anne Huth is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. Her prior experience includes roles at Ameriprise, Northwestern Mutual Investment Services LLC, and service in the U.S. Army. She also serves as a community chaplain, providing spiritual care during emergencies and crises. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning that can be combined with managed-account programs, focusing on broad topics such as retirement, tax, estate, and special needs planning.