Aaron Hvitved is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2002. Outside of his advisory role, Hvitved serves on several local boards, including Cresco Community Theatre as Treasurer and Regional Health Services of Howard County Hospital Foundation as Vice President. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a Retirement Income Oversight Committee to deliver personalized retirement income advice.

Mark Cuvelier is a financial advisor with Edward Jones in Cresco, IA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward Jones since 1994. Cuvelier serves as President of the Cresco Country Club and is involved with solar energy ventures through MRC LLC and CUV Solar. 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, supported by a large nationwide network of financial advisors and branch offices.

Ally Grover is a financial advisor with Ameriprise in Cresco, IA, holding a Series 66 designation and with one year of industry experience. Prior to joining Ameriprise, Ally worked at First Citizens Bank and held positions outside the financial sector, including at Applebee's and an animal health care clinic. Ameriprise offers a retirement-income planning service focused on 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 within a large institutional platform that also delivers advisory, brokerage, and insurance solutions.