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 at Accurate Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of advising, he is involved in farming activities through Chickadee Hills Homestead, LLC, which produces eggs, hay, and pork. Accurate Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management and financial planning with an investment approach emphasizing value, safety, quality, and risk control across a diversified range of asset types.

Wayne Gieseke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has worked with firms including INVEST Financial Corporation and Johnson Bank, where he continues to be involved. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

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 financial advisor at LPL Enterprise with 13 years of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise, Moore worked at The Prudential Insurance Company of America, Pruco Securities LLC, and spent over a decade at Thrivent Financial for Lutherans and its investment management affiliate. Moore serves on several nonprofit boards in the Ashland, WI area, including 100 Who Care Ashland & Bayfield Counties and the Northwest Wisconsin Workforce Investment Board. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm’s investment approach typically involves model-driven portfolios with access to third-party asset managers, alongside financial planning and consulting services.

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.

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.

Ashlee Rightman is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she worked at Northwest Paint & Stain for ten years and has held roles at Northwood Technical College and the University of Wisconsin–River Falls. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach emphasizes written recommendations across a range of planning topics and offers clients the option to combine planning with managed accounts under a consolidated billing system.

Scott Roppe is a Series 66-licensed financial advisor with Edward Jones in Spooner, Wisconsin, where he has worked since 2017. He has eight years of industry experience and previously spent 16 years at Washburn County Human Services. 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, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a network of more than 23,000 advisors, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and other services under a fiduciary standard.