James Munger

John Berschback is a financial advisor at MedVest Wealth Management, LLC in Altoona, WI, holding a Series 65 designation with three years of industry experience. He is also a practicing physician and owner at Chippewa Valley Orthopedics and Sports Medicine, a medical practice he has been involved with since 2013. In addition to his advisory role, he engages in insurance sales and referrals on a limited basis. MedVest Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and consulting primarily to high-net-worth individuals. The firm employs fundamental and technical analysis in portfolio construction and monitors third-party managers through referral arrangements, operating with either client-directed approval or delegated trading authority.

Marleen Thudium is a financial advisor at RJ Hill's Financial Services, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been involved in related business activities including managing a business consulting firm and owning an insurance brokerage specializing in health and Medicare-related insurance products. RJ Hill’s Financial Services provides wealth management and integrated tax-planning services primarily to individuals and closely held businesses, with a focus on farmers and clients in blue-collar trades. The firm emphasizes diversification and integrated asset allocation that considers economic outlook, risk tolerance, and tax consequences, offering both discretionary and non-discretionary management.

George Piper Jr. is a financial advisor with Capital Coordinators Company in Eau Claire, WI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at Cambridge Investment Research Advisors and Transamerica Financial Advisors. Outside of financial advising, he has been involved with the Chippewa Valley Symphony Orchestra and serves as a committee member of the Rotary Club of Eau Claire and the Day Resource Center. Capital Coordinators Company offers comprehensive financial planning and retirement-focused advice to individuals and employers, emphasizing written planning reports covering cash flow, insurance, tax, estate planning, and investment strategy. The firm uses fundamental analysis and third-party research tools to support non-discretionary recommendations, with clients responsible for implementation decisions.

Travis Obrycki is a financial advisor at Top Shelf Advisors in Eau Claire, WI, holding a Series 65 credential with three years of industry experience. His prior work includes roles at PESI, Group Health Cooperative of Eau Claire, and the National Business Institute. Outside of advising, he is employed full time as a Senior Data Engineer. Top Shelf Advisors provides limited discretionary management of separately managed accounts along with standalone investment advice, financial planning, and group educational services. The firm serves individuals, retirement and pension plans, trusts, and other entities, using a client-specific timeline to guide investment decisions that include passive and active strategies, options, short selling, margin, and futures with a conservative approach to derivatives.

David Jones is a CFP® with 17 years of industry experience and the sole advisor at Jones Financial Consulting, LLC, an independent firm he has led since 2007. Based in Eau Claire, WI, he holds a Series 63 license and focuses on comprehensive financial planning and asset management. Jones Financial Consulting, LLC provides financial planning and related services to individuals and families, emphasizing long-term, buy-and-hold portfolios constructed from core model allocations customized through risk profiling. The firm operates as a fee-only adviser and offers a wrap-fee program that combines advisory services and trade execution, primarily serving clients engaged for planning services.

Cory Haupt is the sole advisor at C.R. Haupt LLC, an independent firm based in Eau Claire, WI. He holds a Series 65 designation and has 14 years of industry experience. Prior to founding his advisory firm, he worked at G-Force Computers Inc. for 20 years and has been involved in aviation operations through Heartland Aviation, LLC, where he serves as Director of Operations. C.R. Haupt LLC provides investment advisory and small-business consulting services to a limited client base, managing approximately $1.7 million in assets. The firm serves individuals and various entities, employing a mix of fundamental, technical, and cyclical investment analysis with strategies ranging from long-term investing to active trading, including options, cryptocurrencies, and SPACs.