Logan Boettcher is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Ameriprise in 2020, he worked at Filbrandt Wealth Management and held various roles at the University of Wisconsin–Madison and Door County Medical Center. He serves on the Board of Directors for the Boys and Girls Club of the Wisconsin Rapids Area. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a structured recommendation process incorporating proprietary research and third-party data.

Shanon Moon is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliate since 2008. Outside of her advisory role, she owns a small real estate business, Moon Valley Rentals. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.