Christine Tyjeski is a financial advisor at Osaic Wealth Inc. with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at LPL Financial, Wells Fargo Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. Tyjeski has involvement with Kubluh Investments LLC, a business entity for tax and investment purposes. Osaic Wealth Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools and supports various investment vehicles and third-party managed account solutions.

Mathew Colemer is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2012 in various capacities. Outside of advisory services, he is involved in consulting through his own company, Mathew Colemer, Inc. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Michael Wolbers is a financial advisor with Ameriprise Financial Services who holds the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including positions at Transamerica Financial Advisors and Investment Advisors International, Inc. Wolbers also manages practice operations as an associate financial advisor outside of his primary role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Terence Schott is a financial advisor with Thrivent Investment Management in Stevens Point, WI, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Schott serves on the boards of Patheway Ministries, which provides counseling services to churches in pastoral transition, and Woodlands Church, where he is an Elder involved in governance and policy matters. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing goal-based, holistic planning without discretionary trading authority and combining planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kim Angell is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. She is involved in local community organizations, including serving on the YMCA Foundation Board of Trustees and as president of the Pacelli Education Foundation Board of Trustees. Angell is also a member of several endowment committees and participates in succession management and practice growth through her involvement with SAA LLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that utilizes research, modeling, and tax-efficiency analysis to generate tailored recommendations.