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 at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Cetera Advisor Networks, and Coulee Country Financial Services. Outside of his advisory role, Welch serves as treasurer for two nonprofit organizations focused on community support and environmental conservation. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering a range of brokerage and advisory services. The firm employs advanced asset allocation tools and multiple advisory platforms to construct portfolios that include a broad mix of investment products.

Ella Jordan is a financial advisor with Edward Jones in West Salem, Wisconsin. She holds the Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, she worked at Altra Federal Credit Union and has experience in retail through Dicks Sporting Goods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Anne Huth is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. Her prior experience includes roles at Ameriprise, Northwestern Mutual Investment Services LLC, and service in the U.S. Army. She also serves as a community chaplain, providing spiritual care during emergencies and crises. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning that can be combined with managed-account programs, focusing on broad topics such as retirement, tax, estate, and special needs planning.

Paul Hayden is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Ameriprise since 2016 and previously at 1st Global Advisors and Hayden CPA SC, where he was president and involved in tax preparation. Outside of advising, he is involved with Paccioli, Ltd, a corporation that owns the office buildings housing his CPA and Ameriprise offices. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.