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.

Scott Hanadel is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Firstmerit Bank, and FBL Financial Group. Hanadel is based in New London, Wisconsin. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform combining third-party sub-managers and proprietary models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.

Chad Backes is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Investment Centers of America for 10 years before joining LPL Financial in 2017. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a variety of delivery options tailored to client needs.

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.

Cole Steinke is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Clintonville, WI. He has 14 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering topics such as retirement, tax, estate, business continuation, divorce, and special needs, offering clients the option to combine planning with managed-account programs under a consolidated billing structure.

April Rasmussen is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and is based in New London, Wisconsin. April has been with Edward Jones since 2014. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Peter Fannin is a Financial Advisor with Thrivent Investment Management in Clintonville, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Thrivent and its predecessor firm since 2002. Fannin serves as Vice President of the Marion Lions Club and will become President in June 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering various topics and allows clients to combine planning with managed accounts under a consolidated billing arrangement while keeping these services distinct.

Jennifer Bruzas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. She has worked at Raymond James since 2018 and previously spent 13 years with SII Investments. Outside of her advisory role, she serves as a FINRA arbitrator, participating in dispute resolution panels. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations, including specialized services in public finance and municipal work.

Jennifer Gardner is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has been with Thrivent and its related entities since 2022. Outside of her advisory role, Gardner serves as Commander of American Legion Post 512 and is the treasurer for Boy Scout Troop 59, managing the troop’s financial accounts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial planning advice on a range of topics without implementation. The firm combines holistic, goal-based analyses with managed-account options while maintaining separate planning and portfolio management services.

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.

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.

Michael St Marie is a financial advisor with Ameriprise in New London, WI, holding a Series 66 credential and 17 years of industry experience. He has worked at Ameriprise Financial Service, LLC since 2017 and previously at CUSO Financial Services and Community First Credit Union. Outside of advising, he owns a tax preparation business and serves on the boards of the New London Utility Commission and the MPB Finance Council. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, typically with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide non-discretionary, written recommendations through a centralized consulting team.

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.

Mandy Kriesel is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at Hoffmaster Group, Inc. from 2014 to 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products.

Randy Divito is a financial advisor with Merrill based in New London, WI, holding a Series 66 license and 12 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2013. Outside of advising, he serves as secretary of a local condo association, managing meeting minutes for the community. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients with a range of managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates investment management with Bank of America’s broader banking and capital markets platform.

Nicholas Koch is a financial advisor at Edward Jones in New London, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked for 14 years at Tweet Garot Mechanical. Outside of his advisory role, he is a partner and owner of Midway Storage LLC, a storage business in Fremont, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Corey Knepfel is a financial advisor at Edward Jones in New London, WI, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. 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 and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

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.

Blake Mellin is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he held positions in various industries including banking, sports retail, and truck leasing. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Travis Kloehn is a financial advisor with Thrivent Investment Management in New London, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Kloehn serves as a board member for both the New London Police and Fire Commission and the New London Lions Club. 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 emphasizes holistic planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option.

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.