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.

Todd O'flanagan is a financial advisor with Money Concepts Capital Corp in Cumberland, WI, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at Money Concepts Capital Corp since 2018 and previously at LPL Financial and Banc Mutual. He serves as a board member of the nonprofit Unshakable Foundation For Us. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages multiple programs using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

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.

Brandon Graber is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Woodbury Financial Services and VOYA Financial Advisors. Outside of his advisory work, he volunteers as a firefighter with the Roberts-Warren Fire & Rescue and serves on the board of Western Wisconsin Health. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a range of asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Matthew Gores is a financial advisor with Edward Jones in Cumberland, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as chairman of the board at Cumberland Memorial Hospital and is a co-owner of Gale Gores Show Horses, a horse training facility. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm operates with a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Mc Kylie Hoff is a Series 66-credentialed financial advisor with six years of industry experience, currently associated with Cambridge Investment Research Advisors. She has held roles at Cambridge since 2020 and operates Hoff Financial Services. Outside of her advisory work, she manages the Rolling Oaks Golf Course and is involved in providing online financial literacy courses through Peak Financial Literacy. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, including proprietary model portfolios and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Michael Plooy is a financial advisor with Thrivent Investment Management in Cumberland, WI, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a broad range of financial planning topics. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping those services separate.