Karl Harold Miller

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.

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.

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.

Scott Hanadel is a financial advisor with The Huntington Investment Company in New London, WI, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work experience includes roles at FBL Marketing Services, FBL Financial Group, Firstmerit Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs utilizing an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies, with portfolio management and trade execution supported by National Financial Services.

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.

Cole Steinke is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Clintonville, WI. He has 14 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering topics such as retirement, tax, estate, business continuation, divorce, and special needs, offering clients the option to combine planning with managed-account programs under a consolidated billing structure.