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.

Jason Musil is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Mutual of Omaha Investor Services since 2020 and has been with Mutual of Omaha Insurance Company since 2004. Outside of advising, he serves on the Birchwood School Board and the Birchwood School Finance Committee. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Todd O'Flanagan is a financial advisor at Money Concepts Capital Corp with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Money Concepts since 2018, following four years at LPL Financial and a concurrent role at Banc Mutual since 2010. He serves as a board member of Unshakable Foundation For Us, a nonprofit organization. Money Concepts Capital Corp provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolio programs, and operates as an enterprise-scale adviser managing approximately $4.07 billion in client assets.

Lynn Olson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her career includes roles at firms such as Bernicke Wealth Management, Ltd., Triad Advisors, Inc., LPL Financial, LLC, and Great Valley Advisor Group, Inc. In addition to her advisory work, she is involved in operational and client service activities through Verso Financial and Fresco Financial Advisers, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing multiple program platforms and third-party managers to build customized portfolios.

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.

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.

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.

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.

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.

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.

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.