Melanie Peterson

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.

Anton Zanella is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials. He has recently transitioned into the financial industry, beginning his advisory career in 2025 after previous roles at Northwestern Mutual and long-term experience operating a Subway franchise. Outside of finance, he works as a mobile DJ, performing at weddings and public events in Wisconsin. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Joshua Korotka is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. He has been with Thrivent since 2025 and previously worked at Thrivent Financial. Outside of his advisory role, he owns a fresh produce stand operating in Crandon and Antigo, WI, a business he has managed since his teens. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial analyses without discretionary trading authority. The firm supports long-term planning needs through periodic reviews and integrates planning with managed-account services under a consolidated billing option.

Eric Spindt is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Osaic and has previously worked at Woodbury Financial Services Inc. and Voya Financial Advisors. Outside of his advisory role, he serves as a director at Farmers State of Waupaca and as secretary of the church council at Immanuel Lutheran Church. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk-tolerance assessments with asset allocation and portfolio optimization tools, offering access to a wide range of investment products and third-party managers.

Gregory Fuerst is a financial advisor with RBC Capital Markets in Fremont, WI, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior work history includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Mitchell Kennedy is a financial advisor at OSAIC with a Series 66 credential and no prior experience in the advisory industry. Before joining OSAIC Wealth Inc. in 2025, he worked at Target Corporation in various roles from 2011 to 2025. Outside of his advisory role, he is the owner of MK ONYX, LLC. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.