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 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc., Cetera Advisor Networks LLC, and Coulee Country Financial Services. Welch serves as treasurer for two nonprofit organizations, Everybody Bikes and the Upper Mississippi Isaac Walton League, where he manages bookkeeping and financial reporting. OSAIC 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 advisory and brokerage services through a large network of financial advisers and employs a range of investment strategies and platforms tailored to client risk tolerance and goals.

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.

Katie Feist is a financial advisor with Ameriprise in Bangor, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, she worked at Educational Testing Service and Eagle Ridge Academy. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Heidi Lydon is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016. Outside of her advisory role, she is involved in artistic design activities, selling paintings and crafts, and serves as a board member on the City of Sparta's Board of Review. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Denise Halverson is a financial advisor at Edward Jones with 27 years of industry experience. She holds a Series 63 designation and has been with Edward Jones and its predecessor firms since 1986. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Wynne Larson is a financial advisor at Edward Jones with a Series 66 designation and three years of experience in the industry. Prior to joining Edward Jones, Larson held positions at Thrivent Investment Management Inc. and Thrivent Financial. Larson’s background also includes roles outside of finance, such as work with the Alaska Wildland Adventures and various educational and environmental organizations. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of investment advisory programs and services, supported by a large nationwide network of advisors and branch offices.

Jonathan Stakston is a financial advisor with Edward Jones in Sparta, WI, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. From 2014 to 2017, he was involved with Potato King Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Budin is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple financial topics without discretionary trading authority, allowing clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”