Kristian Lee

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.

Jared Arn is a financial advisor with Advisory Services Network who holds a Series 66 designation and has 15 years of industry experience. He previously worked at LPL Financial for 15 years before joining Advisory Services Network and Calton & Associates, Inc. in 2026. Outside of his advisory work, he serves as an assistant track and field coach. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and a wrap-fee program, managing about $8.6 billion in client assets.

Regan Lindell is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, LLC and the University of Wisconsin Credit Union. Outside of finance, she has spent several summers working at Camp Anokijig. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a blend of model portfolios and manager-driven strategies, supporting both discretionary and non-discretionary asset management, and integrates an active broker-dealer distribution model with an extensive affiliate ecosystem.

Craig Hoesly is a financial advisor at Edward Jones in Monroe, Wisconsin, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a limited partner in The Jones Financial Companies LLLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and proprietary mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Scott O'Brien is a CFP®-designated financial advisor with Edward Jones in Monroe, WI, with 32 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Mark Peiffer is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial in 2023. Peiffer also operates Peiffer Financial Services, LLC, a business entity for tax and investment purposes unrelated to his advisory role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house Research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.