Chad Backes is a financial advisor with OSAIC Institutions, Inc. in New London, WI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, First State Bank, Investment Centers of America, and SII Investments, Inc., with a longstanding involvement at First State Bank since 2007. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure with a focus on delegated investment management and diverse client control options.

John Koch is a CFA® charterholder with one year of industry experience. He is currently with Mercer Global Advisors Inc. and has prior experience at iSectors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with comprehensive advisory services including investment management, financial, tax, retirement, and estate planning. The firm applies a Modern Portfolio Theory–based approach with globally diversified portfolios, using a range of investment vehicles and specialized services such as retirement plan consulting and charitable advisory.

Tina Grenlie is a financial advisor at Osaic Institutions, Inc. with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Edward Jones, Principal Securities Inc, and Thrivent Financial. Outside of her advisory work, she serves on the audit committee of Trinity Lutheran Church and participates in community activities such as the American Legion Auxiliary and a local ladies golf league. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Joshua Korotka is a financial advisor with Thrivent Investment Management in Waupaca, WI, holding a Series 66 designation and one year of industry experience. Prior to his current role, he was affiliated with Thrivent Financial. Outside of his advisory work, he owns a fresh produce stand operating seasonally in Wisconsin and participates in fishing tournaments sponsored by local businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a range of financial topics. The firm offers these services through a network of advisors, combining planning with managed-account options under a consolidated billing structure while maintaining separate planning and investment management functions.

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.

Jennifer Bruzas is a financial advisor with Raymond James & Associates in New London, WI, holding a Series 66 designation and 16 years of industry experience. Her prior experience includes 13 years at SII Investments before joining Raymond James in 2018. She also serves as a FINRA arbitrator, participating on panels to review and decide on arbitration cases. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting through various advisory programs with a focus on tailored, non-discretionary advice.

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.

Gregory Fuerst is a financial advisor with RBC Capital Markets in Fremont, WI, holding Series 63 and Series 65 licenses and with 37 years of industry experience. His previous work includes roles at City National Bank and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Logan Johnson is a financial advisor with Osaic Wealth Inc., holding a Series 66 designation and one year of industry experience. His work history includes roles at Waypoint Financial Solution, Inc. and the University of Wisconsin - Madison. Osaic Wealth Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Mitchell Kennedy is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Target Corporation in both store and headquarters roles from 2011 to 2025. Kennedy is also the owner of MK Onyx, LLC. Osaic Wealth serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and offers discretionary and non-discretionary portfolio management, incorporating diverse investments such as stocks, bonds, mutual funds, and alternative assets.

Michael St Marie is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2026, he spent nine years at Ameriprise Financial Service, LLC, and also worked with CUSO Financial Services and Community First Credit Union. He serves on the board of the New London Utility Commission and owns a tax preparation business, St Marie Tax Prep. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment strategies and operational support tools, serving over 22,800 advisors with oversight of more than $819 billion in discretionary assets.

Carli Navin is a financial advisor with OSAIC holding a Series 66 designation and four years of industry experience. She has worked with Woodbury Financial Services Inc and Waypoint Financial Solutions, among others. In addition to her advisory role, Navin is a real estate agent and serves on the board of the Waupaca Scholarship Foundation, which provides educational scholarships to local students. OSAIC serves a diverse client base including retail and institutional investors. The firm offers a wide range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client risk tolerances.

Jeffrey Kolasinski is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial in Waupaca, WI. His prior work includes roles at Premier Community Bank, The Leaders Group Inc, and PDI Financial Group. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial products and partnerships.

Randall Di Vito is a financial advisor with Merrill in New London, Wisconsin, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he serves as secretary for a local condominium association, managing meeting documentation and communications. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

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 financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2005. Outside of his advisory role, he serves on the boards of a pregnancy helpline and his local church. 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 planning across various financial topics and combines planning with managed-account programs under a consolidated billing option.

Drew Rass is a financial advisor at Edward Jones in Waupaca, WI, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones in 2026, he was involved with WavePointe Marina over several non-consecutive years. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

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 25 years of industry experience, all of which has been with the firm since 2001. He holds the Series 63 designation and is based in Waupaca, Wisconsin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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, with 10 years of industry experience. He holds the Series 66 designation and 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 offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Melanie Peterson is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory work, she coaches youth volleyball programs through the City of Waupaca Parks & Recreation, the Waupaca Fire Volleyball Club, and the Waupaca School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products, supported by a nationwide network of over 23,700 financial advisors.

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.