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 financial advisor with Franson Financial LLC in Hayward, WI, holding a Series 65 designation and seven years of industry experience. 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, retirement plan advisory, and financial planning services to individuals, businesses, charitable organizations, trusts, and estates. The firm primarily serves non-high-net-worth clients and employs a variety of actively managed strategies, including option-enhanced dividend and global macro approaches, offering both discretionary portfolio management and non-discretionary retirement account advice.

Lynn Olson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Prior to joining Ameritas, Olson worked at firms including Bernicke Wealth Management, Ltd., Triad Advisors, Inc., and LPL Financial, LLC. Olson is also involved with Verso Financial and Fresco Financial Advisers, LLC, supporting advisors through client paperwork, trading, and administrative tasks. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement plan advisory, and uses a combination of model portfolios, third-party sub-advisers, and custom 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.

Thomas Danczyk is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Quality Insulation and Longtine and Daughters Construction. Outside of his advisory role, he serves as the head baseball coach for Hayward Community Schools in Hayward, WI. 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 affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large nationwide network of financial 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 Kohl is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2014. Outside of his advisory role, Kohl serves as a board director for Rails on Trails Inc., a nonprofit focused on trail sports and recreation in Washburn County, and assists as a high school track and field coach in the Spooner Area School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and facilitates ongoing plan reviews and integrated managed-account programs under its WealthPlan option.

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.

John Danczyk is a financial advisor with Edward Jones, holding the Series 63 designation and has 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, he is an owner of Golden View Resort, a lodging business in Hayward, Wisconsin. 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 23,700 financial advisors.

Jonah Beckermann is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2016. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and emphasizes the use of affiliated funds in its product offerings.

Mark Winberg serves as the Senior Resident Director and Wealth Management Advisor at Merrill’s Duluth office. He co-leads the Anderson Winberg Group and has been with Merrill since 1997, following completion of an internship program in 1996. Mark specializes in family wealth management strategies, legacy planning, personal retirement planning, portfolio management, and services tailored to endowments, foundations, non-profits, defined benefit plans, and small businesses. Mark earned a Bachelor’s degree in Business Administration and Finance from the University of Minnesota Duluth. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also a professional member of the National Association of Board Certified Advisory Practices (NABCAP). Outside of his professional work, Mark is involved in his community in Rice Lake, Wisconsin, volunteering with Benjamin’s House and the Boys and Girls Club. He is active in outdoor and water sports such as downhill skiing, snowmobiling, fishing, and coaching youth baseball and softball. Mark and his wife enjoy spending time at their lake home with their three grown children.

Thomas Sutton is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Johnson Financial Group for nine years before joining LPL Financial in 2020. Sutton holds the Series 66 designation and is also a notary public. 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 delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Emily Phillips is a financial advisor with Ameriprise in Hayward, Wisconsin, holding a Series 66 designation and four years of industry experience. She previously worked at Johnson Financial Group and has an academic background from the University of Wisconsin campuses at Madison and River Falls. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions, supported by a centralized retirement-income consulting team and algorithmic tools overseen by a committee.

Paul Danczyk is a financial advisor with Edward Jones in Hayward, Wisconsin, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked in various roles at companies including Jack Link's Protein Snacks and Pentair. Outside of his advisory career, he is co-owner of Pauly D's Maple Syrup, an agricultural business involved in producing and delivering maple syrup locally. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a nationwide network of financial advisors and branch offices.