Graham Richard Pollack

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.

Caleb Franson is a Series 65-licensed advisor with eight years of industry experience. He is the principal of Franson Financial LLC, where he has worked since 2022. His prior roles include positions at Ravenwood Capital Management, LLC and FARB Guidance Systems, Inc., as well as involvement with the Diocese of Superior and St Joseph Catholic Church. Franson Financial provides investment management, financial planning, and retirement plan advisory services to individuals, businesses, trusts, and estates. The firm uses a combination of fundamental, cyclical, and technical analysis to manage discretionary portfolios and offers both actively managed and buy-and-hold ETF-based strategies.

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.

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.

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.