Victoria Shaffer

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.

Matthew Zanardo is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at several firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of his advisory role, Zanardo is involved in farming operations through Chickadee Hills Homestead, LLC, where he raises pork and produces eggs and hay. Accurate Wealth Management serves a diverse client base, including individual and high-net-worth investors, pension plans, charities, and corporations. The firm employs an individualized asset-allocation approach emphasizing value, safety, quality, and risk control, managing a broad range of investment instruments and utilizing both internal management and third-party subadvisers.

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.

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.

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.

James Mattson Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Ameriprise Financial Services Inc. Outside of his advisory work, he owns an LLC focused on raising bucking bulls for rodeos. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.