Robert Endres is a financial advisor at Stonebrook Capital Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Stonebrook Capital since 2012. Stonebrook Capital Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages diversified portfolios using a combination of fundamental and technical analysis, with an emphasis on downside risk management.

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.

Regan Lindell is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial, LLC and the University of Wisconsin Credit Union. Lindell has also been involved with Camp Anokijig in two separate years. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of representatives, utilizing both affiliated and unaffiliated investment products and combining in-house and external strategists.

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.

Mark Peiffer is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Edward Jones for seven years before joining LPL Financial, where he has been since 2023. Peiffer also operates Peiffer Financial Services, LLC, a tax and investment-related business that is not investment advisory in nature. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

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 concurrently at Bank of New Glarus since 1994. Outside of his advisory roles, he serves as treasurer for the Brodhead Youth Basketball Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Michael Zweifel is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Brodhead, WI. He has one year of experience in financial advising and previously worked for Big Radio Group for 15 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under an option called “WealthPlan” while keeping services distinct.

Michael Alber is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at VOYA Financial Advisors and operated Alber Financial since 2006. Outside of his advisory work, he serves as a deacon at St. Mary’s Catholic Church in Durand, IL. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Kristian Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. His prior experience includes roles at WEA Member Benefits from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Jeremy Pinnow is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, Pinnow is involved in local community activities, including serving as a member and chairperson of the City of Brodhead BID Board, and he operates a farm specializing in hay and beef sales. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm employs a variety of portfolio construction tools and offers integrated brokerage and investment advisory services with access to third-party money managers and managed-account solutions.