Caleb James Franson

Isaac Franson is a financial advisor at Franson Financial LLC in Hayward, WI, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked at Cernick Construction and has been involved in part-time education and self-employment since 2016. Franson Financial provides investment management, retirement plan advisory, and financial planning services primarily to non-high-net-worth individuals, businesses, charitable organizations, trusts, and estates. The firm employs a range of actively managed strategies, including option-enhanced dividend approaches and global macro portfolios, offering both discretionary portfolio management and non-discretionary advice for retirement accounts.

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.

Jesse Beckermann is a financial advisor with Ameriprise in Hayward, Wisconsin, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Beckermann serves as treasurer for Hayward Wesleyan Church and is vice president of the Greater Hayward House of Hope. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Nathan Wanner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he spent 13 years working at Slumberland Furniture Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Thomas Danczyk is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for two years at Quality Insulation. Outside of his advisory role, he is the head baseball coach for Hayward Community Schools in Hayward, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Jason Kohl is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds a Series 66 designation and has been with Thrivent and its related entities since 2014. Outside of his advisory role, Kohl serves as a board director for Rails on Trails Inc., a nonprofit organization that develops and maintains outdoor trail sport and recreation opportunities in Washburn County, and he is also an assistant track and field coach for the Spooner Area School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning on a broad range of topics and allows clients to combine planning with managed-account options while keeping the services separate.