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.

Jeffrey Kolasinski is a CFP® professional with 21 years of experience in the financial industry. He is currently affiliated with LPL Financial and Premier Community Bank. His prior roles include positions at The Leaders Group Inc and PDI Financial Group. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Karl Miller is a Series 66 credentialed financial advisor with 20 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2005. Outside of his advisory role, he serves on the board of Pregnancy Helpline, a nonprofit supporting recent and expecting parents, and participates in his local church board overseeing spending. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a broad range of topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Kay Anderson is a financial advisor with Thrivent Investment Management in Waupaca, WI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2010. Outside of his advisory role, he manages the R.A. Anderson Family Farm, LLC, overseeing rental operations and financial administration. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under consolidated billing while maintaining separation between services.

Peter Vanden Bush is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds a Series 63 designation. Based in Waupaca, WI, he serves clients through the firm’s extensive network. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melanie Peterson is a financial advisor with Edward Jones in Waupaca, WI, holding a Series 66 designation and with nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is actively involved in youth volleyball coaching, serving as a coach for the Waupaca Fire Volleyball Club and the Waupaca School District JV2 volleyball team, as well as leading the City of Waupaca's youth volleyball program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its advisory services with a large nationwide network of financial advisors and branch offices.

Benjamin Durfee is a CFP® and ChFC® with 28 years of experience at Edward Jones, where he has worked since 1997. He serves clients from Waupaca, Wisconsin, and is a board member of the Waupaca County Natural Resources Foundation. Outside of his advisory role, he is involved in local environmental projects and manages a forestry investment LLC. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with an extensive national advisor and branch network.

Kayla Suehs is a financial advisor at Edward Jones in Waupaca, WI, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Volm Companies, LUSA Associates, Woodbury Custom Homes, Thrivent Financial, CoVantage Credit Union, and Agropur. She is also the owner of The Budget Nerd LLC, where she provides budgeting tools to friends and family. 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, managed solutions, and affiliated investment products through a nationwide network of financial advisors and branch offices.