James Thomas is a CFP® professional with 27 years of experience at Thomas Financial Planning, LLC, an independent advisory firm he has operated since 1999. He serves as financial secretary for the Endowment Fund at Prince of Peace Lutheran Church in Eagle River, WI, providing investment advice and preparing quarterly reports on a volunteer basis. Thomas Financial Planning, LLC is a fee-only registered investment adviser serving a small client base that includes individuals, high-net-worth clients, and select charitable institutions. The firm employs a tactical asset allocation process focused on diversified portfolios mainly through mutual funds, with discretionary portfolio management and an emphasis on periodic rebalancing and cost control.

Mark Reich is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and possessing 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.