Ethan Schmidt is a Series 66-licensed financial advisor with Edward Jones, based in Lake Mills, WI, and has three years of industry experience. His prior roles include positions at Summit Credit Union, Retirement Income Strategies, and Mutual of Omaha Investor Services and Insurance Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Robert Bortz Jr. is a financial advisor with Ameriprise in Oconomowoc, WI, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 2008. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Monastery Hill Homeowner Association. Ameriprise offers a retirement-income planning service targeting 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-driven modeling and tax-efficiency analysis with a broad range of advisory, brokerage, and insurance solutions.