Savannah Warren

Stephen Tone is the principal of Tone Financial Advisors, LLC in Stoughton, WI, with 19 years of industry experience. He holds a Series 65 designation and has operated Tone Financial Advisors since 2006. In addition to his advisory work, he develops software for managing poultry shows through Tone Software Solutions, LLC. Tone Financial Advisors provides portfolio management services to individuals, families, churches, and nonprofit institutions, offering biblically responsible, socially responsible, or values-neutral investment options. The firm emphasizes long-term asset allocation, broad diversification, and periodic rebalancing while applying a conservative Christian stewardship framework for values-based mandates.

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.

Austin Preece is a CFP® with seven years of experience in financial advising, currently affiliated with Wealth Planning Advisors LLC. His prior roles include positions at CliftonLarsonAllen Wealth Advisors, Primerica, and Brooks Larson Wealth Management. Outside of finance, he works as a bartender at Helix Wine, Craft Bar & Cafe in Altoona, WI. Wealth Planning Advisors LLC is a small, fee-only advisory firm serving individual investors and employer plan sponsors. The firm offers investment management, financial planning, retirement-plan consulting, and educational seminars, with an emphasis on asset allocation and Modern Portfolio Theory using a range of investment vehicles including ESG-oriented strategies.

Sheena Hanson is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Uncommon Cents Investing since 2017 and previously spent 11 years at SII Investments, Inc. Hanson is also a public notary for the state of Wisconsin. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm focuses on long-term, tax-conscious portfolios using a blend of fundamental analysis and value-oriented principles.

Sara Williams is a financial advisor with Coordinated Capital Securities, Inc., holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Coordinated Capital Securities in two separate periods, totaling over 17 years, with a brief tenure at Mass Mutual Investors Services and MassMutual Wisconsin. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and utilizes a network of independent Financial Professionals to manage client accounts with various investment strategies.

Gregory Snyder is a financial advisor at Uncommon Cents Investing with a Series 65 credential and seven years of industry experience. He has worked at Uncommon Cents Investing since 2018 and previously held positions at Fagan Automotive and General Motors. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious portfolios using a combination of fundamental analysis and value-oriented principles, managing most client relationships on a discretionary basis.