James Theodore Mattson Jr.

Marshall Johnson is a financial advisor at Johnson, Marshall, Lee with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo and Pacific Mortgage Consultants. In addition to his advisory role, Johnson is a mortgage loan originator with Bay Valley Mortgage Group, Inc., dedicating about 25% of his time to mortgage services. Johnson, Marshall, Lee provides discretionary investment management and financial planning services to individual clients, focusing on goals such as cash flow management, tax planning, and retirement planning. The firm tailors investment strategies based on documented client objectives and risk tolerances, employing a range of analytical methods and investment approaches.

Jason Musil is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Mutual of Omaha Investor Services since 2020 and has been with Mutual of Omaha Insurance Company since 2004. Outside of advising, he serves on the Birchwood School Board and the Birchwood School Finance Committee. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Todd O'Flanagan is a financial advisor at Money Concepts Capital Corp with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Money Concepts since 2018, following four years at LPL Financial and a concurrent role at Banc Mutual since 2010. He serves as a board member of Unshakable Foundation For Us, a nonprofit organization. Money Concepts Capital Corp provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolio programs, and operates as an enterprise-scale adviser managing approximately $4.07 billion in client assets.

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.