Adam Wolff

Michael Purdy is a financial advisor at Wacker & Associates, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and INVEST Financial Corp. Wacker & Associates serves individual and high-net-worth clients as well as retirement plan sponsors and participants, offering portfolio management, financial planning, and ERISA-focused retirement plan consulting. The firm employs a fundamental analysis approach with a variety of strategies and provides both discretionary and non-discretionary supervisory services.

Shadrach Wacker is a financial advisor at Wacker & Associates, Inc. with five years of industry experience. He holds a Series 65 designation and has worked at Wacker & Associates and Resolute Financial LLC since 2019. Outside of his advisory role, he serves as president of Resolute Financial LLC, providing accounting services, and coaches and referees for Jackson County Central Schools. Wacker & Associates serves individual and high-net-worth clients as well as retirement plan sponsors and participants, offering portfolio management, financial planning, and ERISA-focused retirement plan consulting. The firm employs a fundamental analysis approach with a variety of strategies and provides both discretionary and non-discretionary supervisory services.

Wade Wacker is a CFP® with 33 years of industry experience and has been with Wacker & Associates, Inc. since 2011. He is involved in several outside business activities, including ownership of an accounting services firm, participation in start-up company investments, and board membership at a manufacturing company. He also oversees operations for a Christian ministry. Wacker & Associates serves individual and high-net-worth clients as well as retirement plan sponsors and participants, providing portfolio management, financial planning, and ERISA-focused consulting. The firm employs a fundamental analysis-driven investment process incorporating various strategies and offers both discretionary and non-discretionary supervisory services.

Brittany Koch is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial and SII Investments, Inc. In addition to her advisory role, she serves as Vice President of Wealth Management and program manager for a wealth program at Midwest Wealth Group, affiliated with Bank Midwest. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans supported by extensive research and a broad affiliate network.