Ashley Joyce Moore

Matthew Zanardo is a financial advisor at Accurate Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of advising, he is involved in farming activities through Chickadee Hills Homestead, LLC, which produces eggs, hay, and pork. Accurate Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management and financial planning with an investment approach emphasizing value, safety, quality, and risk control across a diversified range of asset types.

Lynn Olson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her career includes roles at firms such as Bernicke Wealth Management, Ltd., Triad Advisors, Inc., LPL Financial, LLC, and Great Valley Advisor Group, Inc. In addition to her advisory work, she is involved in operational and client service activities through Verso Financial and Fresco Financial Advisers, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing multiple program platforms and third-party managers to build customized portfolios.

Wayne Gieseke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has worked with firms including INVEST Financial Corporation and Johnson Bank, where he continues to be involved. 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 a variety of investment strategies and operational tools.

Victoria Shaffer is a financial advisor with Edward Jones in Spooner, Wisconsin, holding a Series 63 designation and bringing 31 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she is involved as a fitness instructor, serves as president of the Washburn County Area Humane Society, and holds several positions with a food and hospitality business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jason Parker is a Series 66-licensed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he builds meat smokers as a hobby. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors.

Mark Winberg serves as the Senior Resident Director and Wealth Management Advisor at Merrill’s Duluth office. He co-leads the Anderson Winberg Group and has been with Merrill since 1997, following completion of an internship program in 1996. Mark specializes in family wealth management strategies, legacy planning, personal retirement planning, portfolio management, and services tailored to endowments, foundations, non-profits, defined benefit plans, and small businesses. Mark earned a Bachelor’s degree in Business Administration and Finance from the University of Minnesota Duluth. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also a professional member of the National Association of Board Certified Advisory Practices (NABCAP). Outside of his professional work, Mark is involved in his community in Rice Lake, Wisconsin, volunteering with Benjamin’s House and the Boys and Girls Club. He is active in outdoor and water sports such as downhill skiing, snowmobiling, fishing, and coaching youth baseball and softball. Mark and his wife enjoy spending time at their lake home with their three grown children.