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 Series 65-licensed advisor with eight years of industry experience. He is the principal of Franson Financial LLC, where he has worked since 2022. 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, financial planning, and retirement plan advisory services to individuals, businesses, trusts, and estates. The firm uses a combination of fundamental, cyclical, and technical analysis to manage discretionary portfolios and offers both actively managed and buy-and-hold ETF-based strategies.

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® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for two years at Quality Insulation. Outside of his advisory role, he is the head baseball coach for Hayward Community Schools in Hayward, WI. 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 23,000 financial advisors.

Ashley Moore is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has 13 years of industry experience, including prior roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial for Lutherans. Moore serves on several nonprofit boards in Ashland, Wisconsin, focusing on community giving circles, workforce development, and engagement of young professionals. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to model wealth portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

Jason Kohl is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds a Series 66 designation and has been with Thrivent and its related entities since 2014. Outside of his advisory role, Kohl serves as a board director for Rails on Trails Inc., a nonprofit organization that develops and maintains outdoor trail sport and recreation opportunities in Washburn County, and he is also an assistant track and field coach for 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 goal-based planning on a broad range of topics and allows clients to combine planning with managed-account options while keeping the services separate.

Michael Muske is a CFP® with 39 years of industry experience, currently serving as an advisor at OSAIC since 2024. He previously worked for Securities America Advisors and Securities America Inc from 2013 to 2024 and has been involved with First Capital Management since 1989. Outside of his advisory role, he is a partner in a sports training facility and co-owner of the office building used for his practice. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

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.

Graham Pollack is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 credentials and has six years of industry experience. Prior to joining Schwab in 2019, he worked in the Hayward Community School District for three years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining centralized custody with a multi-asset model portfolio approach.

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.

Ryan Coogan is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo's various advisory and clearing divisions since 2011. Coogan has partial ownership in Rize Wealth Management Group, LLC, and full ownership of CEROS LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using Wells Fargo research and planning tools, with a broad range of planning services including niche areas such as business-owner transition and special-needs planning.

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 with LPL Financial in Hayward, Wisconsin, holding a Series 66 designation and five years of industry experience. He previously worked at Johnson Financial Group for nine years before joining LPL Financial in 2020. Sutton is also a notary public and operates the Sutton Financial Group, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

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 at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at Jack Link's Protein Snacks and Pentair. Outside of finance, he is a co-owner of Pauly D's Maple Syrup, where he participates in producing and delivering pure maple syrup in Hayward, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.