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.

Jason Musil is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Mutual of Omaha Investor Services since 2020 and has worked with Mutual of Omaha Insurance Company since 2004. Outside of his advisory role, he serves on the Birchwood School Board and the Birchwood School Finance Committee, providing oversight of school operations and finances. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios and third-party managers, delivering both discretionary and non-discretionary investment solutions.

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.

Michael Martin is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 29 years of industry experience. His prior work includes positions at Woodbury Financial and SII Investments. Outside of his advisory role, he is involved in the sale of funeral trust insurance. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in assets and offers advisory programs through its AccessPoint platform and third-party asset managers.

Benjamin Knepper is a financial advisor with Edward Jones in Rice Lake, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Fabick CAT for seven years. Outside of his advisory role, Knepper owns residential rental properties in Chetek, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kevin Bohn is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His prior work includes roles at Fyzical Therapy & Balance Centers, Aspirus Health, and the Mayo Clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Charles Lawrence is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following prior roles at Cedar Ridge Wealth Management Group Ltd, Stepping Stone Marketing Inc, and Waddell & Reed, Inc. He serves on the Board of Directors for the Long Lake Lake Association and is Treasurer of the Jason DeRousseau Family Legacy Foundation, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations through a centralized consulting team in partnership with its financial advisors.

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.

Gerald Hagman Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His career includes positions at LPL Financial, Woodbury Financial Services Inc., Invest Financial Corporation, and OSAIC. He also has involvement in non-variable insurance activities in Rice Lake, WI. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that combines advisory services with insurance and lending products.

Stephen Bowman is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Cetera. He previously worked at LPL Financial for 11 years. Outside of his advisory role, Bowman serves on the Rice Lake City Council and is involved in local charitable activities, including operating a wood-fired pizza initiative that supports community fundraisers. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, model portfolios, and third-party managed solutions, supported by a unique combination of retirement and fiduciary capabilities within a broad institutional structure.

Drake Tomesh is a Series 66 licensed financial advisor with Edward Jones, based in Rice Lake, WI, and has three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Citizens Community Federal NA for 12 years. Outside of advising, he is a member of Sams Other Farm LLC, a family land holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Brandon Olson is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 19 years of industry experience and has been associated with LPL Financial since 2008, also working with DSB Financial Group since 2016. Outside of his advisory work, Olson serves as a volunteer firefighter for the Cameron Fire Department and is the president of the School District of Cameron nonprofit board. 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 variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory services such as insurance and annuity products.

Daniel Genereaux is a financial advisor with Ameriprise in Sarona, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2008. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the Field of Dreams Hunt Program and the Men's Industrial Golf League in Wisconsin. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Robert Berger is a CFP® and Series 66-licensed financial advisor with Edward Jones in Rice Lake, WI, where he has worked since 2014. He has 11 years of industry experience and also serves as an assistant football coach for the varsity team at Rice Lake School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and affiliated financial services beyond traditional advisory offerings.

Kirk Brettingen is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He worked at Ameriprise Financial Services, Inc. from 1996 to 2020. Outside of his advisory role, he owns KBBG LLC, which holds an office building in Rice Lake, WI. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Christopher Janssen is a financial advisor with Thrivent Investment Management in Rice Lake, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers holistic, goal-based financial planning addressing topics such as retirement, taxes, and estate planning, allowing clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan.”

Daniel Morillo Blandon is a financial advisor with LPL Financial in Rice Lake, WI, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Johnson Financial Group, Johnson Wealth Inc, and Johnson Bank. 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 wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Joshua Estreen is a financial advisor with Thrivent Investment Management in Rice Lake, WI, holding a Series 66 designation and 14 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Estreen serves on the boards of the Boys and Girls Club of Barron County and the Rice Lake Lake Protection and Rehabilitation District, and is a partner in a company providing attention-focusing devices for schools. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning without discretionary account management. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under consolidated billing.