Jonathon Frey

Stephen Tone is the principal of Tone Financial Advisors, LLC in Stoughton, WI, with 19 years of industry experience. He holds a Series 65 designation and has operated Tone Financial Advisors since 2006. In addition to his advisory work, he develops software for managing poultry shows through Tone Software Solutions, LLC. Tone Financial Advisors provides portfolio management services to individuals, families, churches, and nonprofit institutions, offering biblically responsible, socially responsible, or values-neutral investment options. The firm emphasizes long-term asset allocation, broad diversification, and periodic rebalancing while applying a conservative Christian stewardship framework for values-based mandates.

Joseph Hoffart is a financial advisor at Wealth Planning Advisors LLC in Stoughton, WI. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Wealth Planning Advisors, he worked at the University of Wisconsin - Eau Claire and in retail and education roles. Wealth Planning Advisors LLC is a small, fee-only advisory practice serving individual investors and employer plan sponsors. The firm offers investment management, financial planning, retirement-plan consulting, and educational seminars, with an affiliated accounting business providing tax, bookkeeping, and payroll services. Their investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing stocks, bonds, mutual funds, and ETFs, including passive and ESG strategies.

Kristian Finfrock is a financial advisor at Retirement Income Strategies, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Madison Money Guy Inc and Kalos Capital, Inc. In addition to advising clients, he serves as a financial educational course instructor for programs such as Retirement Elevated and Retirement Planning Today. Retirement Income Strategies, LLC provides investment advisory and financial planning services primarily to individual clients, as well as pension/profit-sharing plans and charitable organizations. The firm offers portfolio management on both wrap-fee and non-wrap bases, combining ongoing asset management with standalone financial planning engagements.

Austin Preece is a CFP® with seven years of experience in financial advising, currently affiliated with Wealth Planning Advisors LLC. His prior roles include positions at CliftonLarsonAllen Wealth Advisors, Primerica, and Brooks Larson Wealth Management. Outside of finance, he works as a bartender at Helix Wine, Craft Bar & Cafe in Altoona, WI. Wealth Planning Advisors LLC is a small, fee-only advisory firm serving individual investors and employer plan sponsors. The firm offers investment management, financial planning, retirement-plan consulting, and educational seminars, with an emphasis on asset allocation and Modern Portfolio Theory using a range of investment vehicles including ESG-oriented strategies.

Savannah Warren is a financial advisor at Morling Financial Advisors, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Morling Financial Advisors since 2019. Prior to joining Morling, she held positions at Dahl Consulting, 3 M, The Escape Game, Waytek Inc, and the University of Minnesota. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management and financial planning, typically implementing portfolios using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments, while maintaining client relationships and regular account reviews.

Sheena Hanson is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Uncommon Cents Investing since 2017 and previously spent 11 years at SII Investments, Inc. Hanson is also a public notary for the state of Wisconsin. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm focuses on long-term, tax-conscious portfolios using a blend of fundamental analysis and value-oriented principles.