Luke Jonathan Wendorf

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 with OSAIC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Securities America, Inc. for eight years and has been associated with Coulee Country Financial Services for 20 years. Welch serves as treasurer for two nonprofit organizations, Everybody Bikes and the Upper Mississippi Isaac Walton League. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers and wrap programs. The firm employs a variety of asset-allocation and portfolio management tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Anne Huth is a Series 66-credentialed financial advisor with 20 years of industry experience. She is currently with Thrivent Investment Management and has held roles at Ameriprise, Northwestern Mutual Investment Services, and the U.S. Army among others. Outside of her advisory work, she serves as a community chaplain, providing spiritual care at incidents requiring prayer or consolation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm enables clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Paul Hayden is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at 1st Global Advisors Inc. for seven years before joining Ameriprise in 2016. Outside of advisory services, he is president of Hayden CPA SC, where he provides tax preparation services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Katie Feist is a financial advisor with Ameriprise Financial Services in Bangor, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at Educational Testing Service and Eagle Ridge Academy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.