Frank Janowitsch Jr. is a financial advisor with Ameriprise in Madison, WI, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior work includes roles at JWH Group LLC and Waddell & Reed, Inc. He is a 50% partner in JWH Group LLC, a passthrough investment-related entity. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, written Recommendation Reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jason Hatch is a financial advisor with Ameriprise in Fitchburg, WI, holding a Series 66 designation and 20 years of industry experience. His career includes 16 years at Waddell & Reed and ongoing involvement with his own business, JWH Group LLC. He serves on the boards of Bishops Bay Country Club and Saint Maria Goretti Athletic Board. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendations through a centralized consulting team.