Richard Anderson

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.

Matthew Zanardo is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at several firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of his advisory role, Zanardo is involved in farming operations through Chickadee Hills Homestead, LLC, where he raises pork and produces eggs and hay. Accurate Wealth Management serves a diverse client base, including individual and high-net-worth investors, pension plans, charities, and corporations. The firm employs an individualized asset-allocation approach emphasizing value, safety, quality, and risk control, managing a broad range of investment instruments and utilizing both internal management and third-party subadvisers.

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.

James Mattson Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Ameriprise Financial Services Inc. Outside of his advisory work, he owns an LLC focused on raising bucking bulls for rodeos. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

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.