Joshua James Korotka

John Koch is a CFA® charterholder with one year of industry experience. He is currently with Mercer Global Advisors Inc. and has prior experience at iSectors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with comprehensive advisory services including investment management, financial, tax, retirement, and estate planning. The firm applies a Modern Portfolio Theory–based approach with globally diversified portfolios, using a range of investment vehicles and specialized services such as retirement plan consulting and charitable advisory.

Anton Zanella is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Northwestern Mutual in various capacities from 2023 to 2025 and has also operated a mobile DJ business, performing at weddings and public events. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers an integrated service model tied to Empower’s recordkeeping platforms, focusing on long-term portfolio strategies and standardized plan lineups selected by plan sponsors.

Gregory Fuerst is a financial advisor with RBC Capital Markets in Fremont, WI, holding Series 63 and Series 65 licenses and with 37 years of industry experience. His previous work includes roles at City National Bank and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Logan Johnson is a financial advisor with Osaic Wealth Inc., holding a Series 66 designation and one year of industry experience. His work history includes roles at Waypoint Financial Solution, Inc. and the University of Wisconsin - Madison. Osaic Wealth Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Mitchell Kennedy is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Target Corporation in both store and headquarters roles from 2011 to 2025. Kennedy is also the owner of MK Onyx, LLC. Osaic Wealth serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and offers discretionary and non-discretionary portfolio management, incorporating diverse investments such as stocks, bonds, mutual funds, and alternative assets.

Carli Navin is a financial advisor with OSAIC holding a Series 66 designation and four years of industry experience. She has worked with Woodbury Financial Services Inc and Waypoint Financial Solutions, among others. In addition to her advisory role, Navin is a real estate agent and serves on the board of the Waupaca Scholarship Foundation, which provides educational scholarships to local students. OSAIC serves a diverse client base including retail and institutional investors. The firm offers a wide range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client risk tolerances.