John Koch

Chad Backes is a financial advisor with OSAIC Institutions, Inc. in New London, WI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, First State Bank, Investment Centers of America, and SII Investments, Inc., with a longstanding involvement at First State Bank since 2007. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure with a focus on delegated investment management and diverse client control options.

Tina Grenlie is a financial advisor at Osaic Institutions, Inc. with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Edward Jones, Principal Securities Inc, and Thrivent Financial. Outside of her advisory work, she serves on the audit committee of Trinity Lutheran Church and participates in community activities such as the American Legion Auxiliary and a local ladies golf league. 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 offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Joshua Korotka is a financial advisor with Thrivent Investment Management in Waupaca, WI, holding a Series 66 designation and one year of industry experience. Prior to his current role, he was affiliated with Thrivent Financial. Outside of his advisory work, he owns a fresh produce stand operating seasonally in Wisconsin and participates in fishing tournaments sponsored by local businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a range of financial topics. The firm offers these services through a network of advisors, combining planning with managed-account options under a consolidated billing structure while maintaining separate planning and investment management functions.

April Rasmussen is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and is based in New London, Wisconsin. April has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Bruzas is a financial advisor with Raymond James & Associates in New London, WI, holding a Series 66 designation and 16 years of industry experience. Her prior experience includes 13 years at SII Investments before joining Raymond James in 2018. She also serves as a FINRA arbitrator, participating on panels to review and decide on arbitration cases. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting through various advisory programs with a focus on tailored, non-discretionary advice.

Jennifer Gardner is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has been with Thrivent and its related entities since 2022. Outside of her advisory role, Gardner serves as Commander of American Legion Post 512 and is the treasurer for Boy Scout Troop 59, managing the troop’s financial accounts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial planning advice on a range of topics without implementation. The firm combines holistic, goal-based analyses with managed-account options while maintaining separate planning and portfolio management services.