Scott O'brien

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.

Benjamen Smith is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Monroe, WI, and has one year of industry experience. Prior to joining Thrivent, he held roles at various organizations including The Wood Cycle and Cornhusker Bank. He serves as Sponsor Chair on the Cheese Days Board, which organizes a bi-annual community event. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm’s services include comprehensive planning on topics such as retirement, tax, estate, and special needs.

Jon Heller is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial since 1997. In addition to his advisory role, he serves as treasurer for the Brodhead Youth Basketball Association. LPL Financial provides advisory and brokerage services to a broad client base, including individual investors, retirement plan sponsors, and institutions, offering a range of financial planning and asset management solutions through a large network of investment adviser representatives.

David Frey is a financial advisor at Raymond James Financial with 14 years of industry experience. He has held positions at Raymond James Financial Services Advisors Inc. since 2017 and previously worked at Edward Jones from 2011 to 2017. Outside of advising, he owns David James Financial Group LLC, used for branding and prospecting. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk assessments and supported by extensive research and modeling tools.