Jonathon Frey

Stephen Tone is the principal advisor at Tone Financial Advisors, LLC in Stoughton, Wisconsin. He holds a Series 65 credential and has 20 years of industry experience. In addition to his financial advisory role, he operates Tone Software Solutions, LLC, a company that develops and sells software for managing poultry shows. Tone Financial Advisors serves individuals, families, churches, and nonprofit institutions with discretionary investment portfolio management focused on long-term asset allocation. The firm integrates a conservative Christian worldview and offers biblically responsible, socially responsible, or values-neutral portfolios.

Joseph Hoffart is a financial advisor with Wealth Planning Advisors LLC in Stoughton, WI, holding a Series 65 designation and one year of industry experience. Before joining Wealth Planning Advisors, he worked in education and retail, including roles at the University of Wisconsin - Eau Claire and Pick n Save. Wealth Planning Advisors LLC is a fee-only firm serving individual clients and employer plan sponsors with investment management, financial planning, retirement plan consulting, and educational seminars. The firm offers integrated planning and portfolio management, utilizing diversified assets and socially conscious options, and also provides tax, bookkeeping, and payroll services through an affiliated accounting business.

Kristian Finfrock is a financial advisor at Retirement Income Strategies, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms such as Kalos Capital, Inc. and MSI Financial Services, Inc. In addition to advising, he is a financial educational course instructor for Retirement Elevated and Retirement Planning Today. Retirement Income Strategies, LLC offers investment advisory and financial planning services primarily to individuals, as well as pension/profit-sharing plans and charitable organizations. The firm provides discretionary portfolio management using fundamental security analysis and allocation models across various asset classes and combines ongoing asset management with standalone financial planning engagements.

Austin Preece is a CFP® professional with seven years of experience in financial advising. He is currently with Wealth Planning Advisors LLC and has previously worked at CliftonLarsonAllen Wealth Advisors, PFS Investments Inc., and Primerica Life Insurance. Outside of his advisory work, he is also a bartender at Helix Wine, Craft Bar & Cafe in Altoona, WI. Wealth Planning Advisors LLC is a fee-only firm serving individual clients and employer plan sponsors, providing integrated financial planning, investment management, and retirement plan consulting. The firm offers portfolios primarily focused on stocks, bonds, mutual funds, and ETFs, including socially conscious options upon request, and supports clients with additional services such as tax preparation and educational seminars through an affiliated accounting business.

Savannah Warren is a financial advisor at Morling Financial Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Morling Financial Advisors since 2019. Prior to that, her work history includes roles at Dahl Consulting, 3 M, The Escape Game, Waytek Inc, and the University of Minnesota. Morling Financial Advisors serves individuals, high-net-worth clients, couples, families, trusts, businesses, participant-directed retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and consulting services. The firm emphasizes client-specific strategic asset allocations blending index-based equities, fixed income, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Kristy Jorgensen is a financial advisor at Uncommon Cents Investing with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and served in the Wisconsin Air National Guard 115th Fighter Wing. Uncommon Cents Investing provides discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates. The firm emphasizes a long-term, tax-conscious approach guided by client profiles and written investment plans, managing portfolios primarily with individual equities and additional diversified assets on a discretionary basis.