Kevin Bohn

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.

Eric Pelle is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining ValMark, he worked at Chibardun Telephone Cooperative and currently serves as Director of Operations at Business & Estate Advisers of WI, Inc. He is also a member of the City Council in Rice Lake, Wisconsin, and participates in the Kiwanis Club of Rice Lake. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and financial solutions.

Jackie Gates is a financial advisor with ValMark Advisers, Inc. in Rice Lake, Wisconsin, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Valmark Securities, Inc. since 2016. Outside of her advisory role, she works as a paraplanner with Business & Estate Advisers of WI, Inc., providing financial and business planning support. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors, offering investment management, financial planning, and retirement plan advisory services. The firm utilizes diversified, goal-based model portfolios with multi-asset allocation primarily using mutual funds, ETFs, and third-party managers, and maintains unique governance and economic relationships with insurance and ETF products.

Chad Peterson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. since 2021. He has prior experience with Wipfli Financial Advisors, LLC, Allete, Inc., and Anderson, Hager and Moe. Outside of his advisory roles, Peterson is the vice president of the Rice Lake Area Scholarship Foundation, a local nonprofit that provides college scholarships to area high school students. ValMark Advisers, Inc. offers investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios utilizing mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of proprietary investment programs.

Stefani Fiedler is a financial advisor with ValMark Advisers, Inc., holding CFP® and ChFC® designations and 19 years of industry experience. She has worked with ValMark Advisers since 2018 and has a broader career history including roles at B&E Investment Advisers, Valmark Securities, and Business and Estate Advisers. Fiedler serves as secretary and executive committee member of the Boys & Girls Club of Barron County, contributing in a volunteer capacity. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and fee-based planning and consulting.

William Hoff is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Independent Financial Group, he worked at Infinity Retail Services and operates Hoff Insurance Services, where he offers life, health, and disability insurance policies. Outside of his advisory work, Hoff volunteers by playing music and assisting with activities at Shell Lake Full Gospel Church during annual conferences. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to implement client investment profiles.