Teri Jaeger is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Ameriprise and Thrivent Financial. Outside of advisory roles, she has been involved with The Outpost Ranch and held positions at Mid-State Technical College and Ridges Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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.

Aaron Hoernke is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hoernke serves on the Board of Directors for Adams Columbia Electric COOP. 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 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.”

Steve Holmes is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes roles at Metlife Securities and Massachusetts Mutual Life Insurance Company. Holmes is also an independent insurance agent for various companies in Wisconsin Rapids, WI. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides tailored investment strategies across multiple platforms with options ranging from discretionary to non-discretionary management and features proprietary and third-party model allocations.

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.

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.