Matthew Zanardo

Richard Anderson is a Series 65 licensed advisor with 17 years of industry experience. He has been with Gradient Advisors, LLC since 2011 and is also president and investment advisor representative at Marketplace Financial Services, Inc., where he is involved in financial planning and advisory services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering portfolio services on a non-discretionary basis.

Timothy Larson is a CFP®-certified financial advisor with nine years of industry experience, currently with Creative Planning. He previously worked at Wipfli Financial Advisors, Hewins Financial Advisors, and Waddell & Reed. Outside of his advisory role, Larson owns and operates a triathlon coaching business in Brooklyn, Wisconsin. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio options and comprehensive retirement plan services.

Wayne Gieseke is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018. Prior to that, he was with INVEST Financial Corporation and Johnson Bank, where he continues to maintain a role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of delivery options supported by an in-house Research team and combines large-scale advisory operations with various non-advisory product activities.

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.

Ashley Moore is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with LPL Enterprise. Prior to joining LPL Enterprise, Moore worked at The Prudential Insurance Company of America, Pruco Securities LLC, and spent over a decade with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of advising, Moore serves on several nonprofit boards in Ashland, Wisconsin, including 100 Who Care Ashland & Bayfield Counties and the Northwest Wisconsin Workforce Investment Board. LPL Enterprise provides advisory services through a large network of representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach includes model portfolios developed by its Research Department and third-party strategists, with discretionary management available through its Model Wealth Portfolios and third-party asset management programs.

Jason Parker is a Series 66-licensed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he builds meat smokers as a hobby. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors.