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.

Craig Hoesly is a financial advisor with Edward Jones in Monroe, Wisconsin, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

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 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.

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.

Noah Brisky is a financial advisor with Edward Jones in Monroe, WI, holding a Series 66 designation and with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he is the owner of Brisky Business LLC, a real estate leasing company based in New Glarus, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

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.

Robert Page is a CFP®-designated financial advisor with Edward Jones in Monroe, WI, where he has worked since 2019. He has six years of industry experience, including prior roles in education with Texas Connections Academy and Denton Independent School District. He also teaches Principles of Finance as an adjunct professor at the University of Dubuque. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm offers a range of advisory strategies, manages approximately $1.01 trillion in assets, and supports its clients through a large national network of financial advisors and branch offices.

Erik Haworth is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 12 years of industry experience. He has been with Thrivent and its affiliate THRIVENT Financial since 2013. Outside of his advisory role, Haworth serves as Treasurer of the Kiwanis Club of Monroe and as a Troop Leader for Trail Life USA, a Christian-based youth organization focused on character development and outdoor activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning across multiple topics, with clients able to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

Misty Warnecke is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 66 designations and has previous experience at GWFS Equities, Prudential Investment Management Services, and The Prudential Insurance Company of America. Outside of her financial career, she works as a server and bartender at a locally owned bar and grill in Watertown, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory options, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Joseph Palombi is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has been associated with both Bank of New Glarus and LPL Financial since 2013. Outside of his advisory work, Palombi is a business owner of J&T Fitness in Brodhead, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.