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Joshua P

CFP®, Series 66

Grantsburg, WI

Commonwealth Financial Network

Joshua Prusinski is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network and owner of Wolf Tree Wealth Management. He previously worked at Edward Jones for 13 years. Outside of his advisory work, he is involved in crop farming and owns a construction equipment rental business in Grantsburg, WI. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, trading, technology, and compliance services. The firm offers both discretionary model portfolios and customizable investment solutions to retail and institutional clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Cade W

Series 66

Grantsburg, WI

Commonwealth Financial Network

Cade Wolfe is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential. He has one year of industry experience, including prior roles at Wolf Tree Wealth Management and State Farm Insurance. Outside of finance, Cade has experience in education and the service industry, having worked at Cornerstone Christian Academy and Chick-fil-A. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Samuel P

Series 66

Grantsburg, WI

Commonwealth Financial Network

Samuel Prusinski is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. He has held roles with Wolf Tree Wealth Management, Scott Reid CPAs, and Clifton Larson Allen. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Silas P

Series 66

Grantsburg, WI

Commonwealth Financial Network

Silas Prusinski is a financial advisor with Commonwealth Financial Network in Grantsburg, WI. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Commonwealth, he held roles at Wolf Tree Wealth Management and Hancock Claims Consultants, and has experience working in educational settings including the University of Northwestern. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a comprehensive adviser-support platform with a range of managed-account programs and access to third-party asset managers.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Theresa T

Series 66

Luck, WI

Edward Jones

Theresa Tihanyi is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors and $1.01 trillion in assets under management.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Kirsten K

Series 66

Luck, WI

Edward Jones

Kirsten Koenig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Dancing Dragonfly Winery and held long-term positions at Petco and Pier 1 Imports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Bryan M

Series 66

Luck, WI

Thrivent Investment Management

Bryan Moore is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2015. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

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