Todd Carlton O'flanagan

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.

William Hoff is a Series 66-licensed advisor with Independent Financial Group, LLC, where he has worked since 2022. He has two years of industry experience and previously worked at Infinity Retail Services. Outside of his advisory role, Hoff volunteers at Shell Lake Full Gospel Church, where he plays music at annual conferences and assists with various church activities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of strategic asset allocation and multi-manager portfolios across various risk profiles, offering both discretionary and non-discretionary management through multiple platforms.

Michael Martin is a financial advisor at Independent Financial Group, LLC with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial and SII Investments. Outside of his advisory role, he is involved in the sale of funeral trust insurance. Independent Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with multi-manager portfolios using both passive and active investment exposures.

Kevin Bohn is a financial advisor with Edward Jones in Rice Lake, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in healthcare roles at Fyzical Therapy & Balance Centers, Aspirus Health, and Mayo Clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Steven Zimmermann is a financial advisor at Stifel with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at B.C. Ziegler and Company from 2009 to 2018. Zimmermann serves as a church council member at Northern Lakes Community Church, where he participates in reviewing church finances and strategic planning. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decisions.

James Mattson Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 40 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Ameriprise Financial Services. Outside of advisory work, he owns an LLC focused on raising bucking bulls for rodeos. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.