Joseph D Palombi

Regan Lindell is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. Prior to joining Voya in 2023, Lindell worked at LPL Financial, LLC from 2019 to 2023 and held roles at UW Credit Union and Camp Anokijig. Lindell holds a Series 66 designation. Voya Financial Advisors serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and consulting services through various program structures, typically offering non-discretionary, recommendation-based advice.

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.

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 with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has worked at LPL Financial since 1997 and has concurrently been affiliated with Bank of New Glarus since 1994. Outside of his advisory role, he serves as treasurer for the Brodhead Youth Basketball Association. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party subadvisors, and various technology-driven investment strategies.

David Frey is a financial advisor with Raymond James Financial in Monroe, WI, holding a Series 66 credential and 15 years of industry experience. He previously worked at Edward Jones for six years before joining Raymond James in 2017. Outside of his advisory role, he is the owner of an LLC that manages rental commercial real estate and operates a support company for branding and prospecting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports both municipal finance work and innovative advisory programs.