Luke Wendorf is a financial advisor at Longevity Wealth Advisory LLC with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including PKS Investments and Merit Financial Advisors. Prior to his financial advisory roles, he gained varied experience including positions in hospitality and education. Longevity Wealth Advisory LLC provides fee-only wealth management and discretionary portfolio management to individuals and families, as well as trusts, estates, and business-owned accounts. The firm integrates ongoing financial planning with investment implementation, using modern portfolio theory to construct individualized portfolios without leverage, options writing, or short-selling as standard approaches.

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 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Cetera Advisor Networks, and Coulee Country Financial Services. Outside of his advisory role, Welch serves as treasurer for two nonprofit organizations focused on community support and environmental conservation. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering a range of brokerage and advisory services. The firm employs advanced asset allocation tools and multiple advisory platforms to construct portfolios that include a broad mix of investment products.

Anne Huth is a Series 66-credentialed financial advisor with 20 years of industry experience. She is currently with Thrivent Investment Management and has held roles at Ameriprise, Northwestern Mutual Investment Services, and the U.S. Army among others. Outside of her advisory work, she serves as a community chaplain, providing spiritual care at incidents requiring prayer or consolation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm enables clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Paul Hayden is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at 1st Global Advisors Inc. for seven years before joining Ameriprise in 2016. Outside of advisory services, he is president of Hayden CPA SC, where he provides tax preparation services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Katie Feist is a financial advisor with Ameriprise Financial Services in Bangor, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at Educational Testing Service and Eagle Ridge Academy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Heidi Lydon is a financial advisor with Edward Jones in Sparta, WI, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is involved in local community service as a member of the Board of Review for the City of Sparta and owns businesses related to art and design, construction, and property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large nationwide network of financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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 with Edward Jones in Sparta, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Larson worked at Thrivent Investment Management Inc. and Thrivent Financial. Larson has experience with organizations such as Alaska Wildland Adventures, Alaska SeaLife Center, and Hunt Hill Audubon Sanctuary. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of household types and corporate entities. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supporting its services with a large nationwide network of advisors and branch offices.

Jonathan Stakston is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2019. Prior to that, he was employed at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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.”