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.

William Hoff is a Series 66-licensed advisor with Independent Financial Group, LLC, where he has worked since 2022. He has two years of industry experience and previously worked at Infinity Retail Services. Outside of his advisory role, Hoff volunteers at Shell Lake Full Gospel Church, where he plays music at annual conferences and assists with various church activities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of strategic asset allocation and multi-manager portfolios across various risk profiles, offering both discretionary and non-discretionary management through multiple platforms.

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.

Michael Martin is a financial advisor at Independent Financial Group, LLC with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial and SII Investments. Outside of his advisory role, he is involved in the sale of funeral trust insurance. Independent Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with multi-manager portfolios using both passive and active investment exposures.

Kevin Bohn is a financial advisor with Edward Jones in Rice Lake, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in healthcare roles at Fyzical Therapy & Balance Centers, Aspirus Health, and Mayo Clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Russell Lapoint is a financial advisor with Thrivent Investment Management in Rice Lake, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is co-owner of Lapoint Tire & Automotive and serves on the boards of the Rice Lake Curling Club and Rice Lake Youth Baseball Association, as well as a trustee for the Blue Hills Free & Accepted Masons. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service structures.

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.

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.

Geoffrey Bohn is a financial advisor with Edward Jones in Rice Lake, WI, holding a Series 63 designation and with 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.