Regan Lindell

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.

Jeffrey Larson is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2011. Outside of his advisory role, he coaches athletes in endurance sports and is involved in producing and directing endurance events such as cycling, running, and triathlons. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory services distinguish between one-time planning and ongoing portfolio management, often utilizing model or customized portfolios under fiduciary standards.

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.

Christopher Erfurth is a financial advisor with Edward Jones based in Oregon, Wisconsin. He holds a Series 66 designation and has 15 years of industry experience, including 16 years at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Anthony Bridgeman is a financial advisor at Edward Jones in Belleville, WI, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Shopko for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.