Buska Wealth Management, LLC

Zachary Kyhos is a financial advisor at Buska Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been affiliated with both Buska Wealth Management and Buska Retirement Solutions since 2016. Outside of advisory work, he was involved with Weston Health Club, LLC from 2013 to 2021. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients and retirement plans. The firm customizes investment programs based on client objectives and employs a co-advisor relationship with Gradient Investments as part of its investment approach.

Kailey Berendsen is a financial advisor at Buska Wealth Management, LLC in Wausau, WI, holding a Series 65 credential with two years of industry experience. Prior to her current role, she worked for the Eye Clinic of Wisconsin for nine years. She is also an insurance agent affiliated with Buska Retirement Solutions, Inc. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients and retirement plans. The firm customizes investment programs based on client objectives and employs a co-advisor relationship with Gradient Investments to implement its strategies.

Colton Kielman is a financial advisor at Buska Wealth Management, LLC in Wausau, WI, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Robert W. Baird and Mason Companies, Inc. Outside of advisory services, he is also involved as an insurance agent through Buska Retirement Solutions. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and retirement plans. The firm customizes investment programs based on client objectives and risk tolerance, employing fundamental, technical, and cyclical analysis alongside quarterly reviews and regular performance reporting.

Ryan Connor is a financial advisor at Buska Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Buska Wealth Management and its affiliated entity, Buska Retirement Solutions, since 2018. Outside of his advisory role, he is involved in insurance sales and services through Buska Retirement Solutions. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and retirement plans. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis, and operates a co-advisor fee-sharing arrangement with Gradient Investments.

Ryan Pecha is a financial advisor with Buska Wealth Management, LLC in Wausau, WI, holding a Series 65 credential and one year of industry experience. Prior to his advisory role, he spent 14 years with Great Dane Pub & Brewing Company. He is also involved with Buska Retirement Solutions, Inc. as an insurance agent. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, high-net-worth households, and retirement plans. The firm customizes investment programs based on client objectives and risk tolerance, utilizing a combination of fundamental, technical, and cyclical analysis alongside a co-advisor relationship with Gradient Investments.

Jordan Thao is a financial advisor at Buska Wealth Management, LLC in Wausau, WI, holding a Series 65 designation with one year of industry experience. Prior to joining Buska Wealth Management, he worked at Buska Retirement Solutions, Inc. and has held roles in various other companies, including Premier Moving Service and Kane's Roofing and Construction. He is also an insurance agent through Buska Retirement Solutions. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients and retirement plans. The firm customizes investment programs based on client objectives, time horizons, and risk tolerance, and maintains a formal co-advisor relationship with Gradient Investments.

Logan Woller is a financial advisor at Buska Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Buska Wealth Management since 2020. Outside of his advisory role, he is involved with Buska Retirement Solutions, Inc. as an insurance agent. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and to retirement plans. The firm customizes investment programs based on client objectives and risk tolerance and employs a co-advisor relationship with Gradient Investments to implement model portfolios.

Cole Bruner is a financial advisor at Buska Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has served in various roles including managing member of Legacy Tax Solutions, LLC and co-owner of Emerald Night Club, LLC. Buska Wealth Management serves individual investors, including high-net-worth clients, and provides advisory services to qualified retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to tailor portfolios to client goals and risk tolerance, managing approximately $538.7 million across 1,700 client relationships.