Ashley Moore

Matthew Zanardo is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at several firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of his advisory role, Zanardo is involved in farming operations through Chickadee Hills Homestead, LLC, where he raises pork and produces eggs and hay. Accurate Wealth Management serves a diverse client base, including individual and high-net-worth investors, pension plans, charities, and corporations. The firm employs an individualized asset-allocation approach emphasizing value, safety, quality, and risk control, managing a broad range of investment instruments and utilizing both internal management and third-party subadvisers.

Timothy Larson is a CFP®-certified financial advisor with nine years of industry experience, currently with Creative Planning. He previously worked at Wipfli Financial Advisors, Hewins Financial Advisors, and Waddell & Reed. Outside of his advisory role, Larson owns and operates a triathlon coaching business in Brooklyn, Wisconsin. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio options and comprehensive retirement plan services.

Lynn Olson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Prior to joining Ameritas, Olson worked at firms including Bernicke Wealth Management, Ltd., Triad Advisors, Inc., and LPL Financial, LLC. Olson is also involved with Verso Financial and Fresco Financial Advisers, LLC, supporting advisors through client paperwork, trading, and administrative tasks. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement plan advisory, and uses a combination of model portfolios, third-party sub-advisers, and custom strategies.

Wayne Gieseke is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018. Prior to that, he was with INVEST Financial Corporation and Johnson Bank, where he continues to maintain a role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of delivery options supported by an in-house Research team and combines large-scale advisory operations with various non-advisory product activities.

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.