Lynn Marie Olson

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.

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.

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.