Bradley Borgen is a CFP® professional with 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as president of Albree LLC, an LLC managing a rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Kaylee Graefe is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to her current role, she worked as an independent Tupperware consultant and served as a childcare assistant at the Appleton YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors.

Nadine Tarabishi is a CFP® professional with 21 years of industry experience. She has been with Edward Jones since 2019 and previously worked at Private Client Services, Nicolet Advisory Services, SII Investments, and NYLife Securities. Nadine holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors.

Alexander Borgen is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously operated small businesses in power washing and landscaping. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Matthew Gioffredi is a financial advisor with Edward Jones in Greenville, WI. He holds a Series 66 designation and has over 20 years of experience, including a 23-year tenure at G2 Paper, Inc., before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Scott Horman is a Series 66-credentialed financial advisor with Edward Jones in Greenville, WI, where he has worked since 2020. He has 11 years of industry experience, including positions at Ahlstrom-Munksjo and operating his own practice. Outside of his financial career, Horman serves as a certified hockey official for USA Hockey and WIAA games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a large national network. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.