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 at Wealth Planning Advisors LLC in Stoughton, WI. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Wealth Planning Advisors, he worked at the University of Wisconsin - Eau Claire and in retail and education roles. Wealth Planning Advisors LLC is a small, fee-only advisory practice serving individual investors and employer plan sponsors. The firm offers investment management, financial planning, retirement-plan consulting, and educational seminars, with an affiliated accounting business providing tax, bookkeeping, and payroll services. Their investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing stocks, bonds, mutual funds, and ETFs, including passive and ESG strategies.

Kristian Finfrock is a financial advisor at Retirement Income Strategies, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Madison Money Guy Inc and Kalos Capital, Inc. In addition to advising clients, he serves as a financial educational course instructor for programs such as Retirement Elevated and Retirement Planning Today. Retirement Income Strategies, LLC provides investment advisory and financial planning services primarily to individual clients, as well as pension/profit-sharing plans and charitable organizations. The firm offers portfolio management on both wrap-fee and non-wrap bases, combining 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 six years of industry experience. She holds the Series 65 designation and has worked at Morling Financial Advisors since 2019. Prior to joining Morling, she held positions at Dahl Consulting, 3 M, The Escape Game, Waytek Inc, and the University of Minnesota. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management and financial planning, typically implementing portfolios using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments, while maintaining client relationships and regular account reviews.

Kristy Jorgensen is a financial advisor at Uncommon Cents Investing with a Series 66 credential and one year of industry experience. She previously worked at Merrill for two years and has served in the Wisconsin Air National Guard 115th Fighter Wing since 2015. Uncommon Cents Investing provides discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates, employing a long-term, tax-conscious approach that incorporates fundamental analysis and diversified portfolios.