Theresa Tihanyi

Bradley Borg is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, he is involved in music production and performs as a musician with Prairie Anthem and Music People Workshop. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Brock Cooper is a financial advisor with Principal Financial Services in Saint Croix Falls, WI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Principal Financial Services since 2013 and is currently associated with Principal Workforce, LLC. Outside of his advisory role, he is involved in managing family investment and tax entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joseph Casey is a financial advisor at LPL Financial based in St Croix Falls, WI. He holds the Series 66 designation and has recently started his advisory career in 2025. Prior to joining LPL Financial, he worked in education and electrical services and has an ongoing role maintaining a local cemetery. 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Rebecca Berg is a CFP® with 19 years of industry experience and has been with Edward Jones since 2006. She is based in Saint Croix Falls, WI. Outside of her advisory role, she serves as President of the STAR Education Foundation and sits on its Board Development Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its nationwide network of over 23,700 advisors through a broad range of offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel Creek is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2000 after transitioning from an engineering career that began with his graduation from the University of Wisconsin-Platteville in 1987 with a Bachelor of Science in Mechanical Engineering. Daniel has more than two decades of experience in financial services, focusing on creating strategies tailored to high-net-worth individuals, families, and businesses to meet their financial goals, including retirement and estate planning. Daniel holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He provides consultative and objective wealth management services and is qualified to recommend investment strategies involving Merrill and approved third-party managers. Daniel is also actively involved in his community as a member of St. Mary’s Church and the Burlington Kiwanis Club. He lives in Burlington with his wife and has two grown daughters. Outside of his professional role, Daniel enjoys fishing, traveling, and spending time with his family.

Margaret Koenig is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Kelly Services Global and Hudson Hospital & Clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.