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.

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.

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.

Christine Lade is a financial advisor at Ameriprise with 16 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones before joining Ameriprise in 2016. Ameriprise provides retirement-income planning services targeting individuals near or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process and offers a broad range of brokerage and insurance solutions through affiliated entities.

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.

Noah Brisky is a financial advisor with Edward Jones in Monroe, WI, holding a Series 66 designation and with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he is the owner of Brisky Business LLC, a real estate leasing company based in New Glarus, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Robert Broadhead is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Woodbury Financial Services, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. He serves as an elder at Memorial Baptist Church, participating in board meetings and ministry planning. Osaic Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk-tolerance assessments with asset allocation and portfolio optimization tools, offering a wide range of investment products and access to multiple custodial platforms.

Lydia Steinmann is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as a volunteer Board Assistant for the Counsel of Catholic Women in Argyle, WI, where she compiles data to prepare membership and activity reports. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and managed solutions, supported by a large nationwide network of financial advisors and branch offices.

Robert Page is a CFP®-designated financial advisor with Edward Jones in Monroe, WI, where he has worked since 2019. He has six years of industry experience, including prior roles in education with Texas Connections Academy and Denton Independent School District. He also teaches Principles of Finance as an adjunct professor at the University of Dubuque. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm offers a range of advisory strategies, manages approximately $1.01 trillion in assets, and supports its clients through a large national network of financial advisors and branch offices.

Erik Haworth is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 12 years of industry experience. He has been with Thrivent and its affiliate THRIVENT Financial since 2013. Outside of his advisory role, Haworth serves as Treasurer of the Kiwanis Club of Monroe and as a Troop Leader for Trail Life USA, a Christian-based youth organization focused on character development and outdoor activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning across multiple topics, with clients able to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kristian Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. His prior experience includes roles at WEA Member Benefits from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Misty Warnecke is a financial advisor with Edward Jones in Monroe, WI, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Edward Jones, she worked at GWFS Equities, Inc./Empower and Prudential Investment Management Services LLC. Outside of her advisory role, she works as a server and bartender at a locally owned bar and grill in Watertown, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with over one trillion dollars in assets under management.

Joseph Palombi is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked concurrently at Bank of New Glarus and LPL Financial since 2013. Outside of his advisory role, he owns and operates J&T Fitness, a non-investment related business in Brodhead, WI. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.