James Mattson Jr.

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.

Richard Anderson is a Series 65 licensed advisor with 17 years of industry experience. He has been with Gradient Advisors, LLC since 2011 and is also president and investment advisor representative at Marketplace Financial Services, Inc., where he is involved in financial planning and advisory services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering portfolio services on a non-discretionary basis.

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.

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.

Wayne Gieseke is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018. Prior to that, he was with INVEST Financial Corporation and Johnson Bank, where he continues to maintain a role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of delivery options supported by an in-house Research team and combines large-scale advisory operations with various non-advisory product activities.

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.