Claire Tienor is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has held various roles prior to her current position, including work at Walgreens and Cor-Tech, LLC. Tienor was also involved with the Fond du Lac Dock Spiders in 2021. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies, using a combination of internal research, third-party data, and algorithmic tools.

Jennifer Riedeman is a CFP®-certified financial advisor with 26 years of industry experience. She has been with Raymond James Financial since 2009 and has also worked with National Exchange Bank and Trust since 2001. Outside of her advisory work, she serves as the president of the Rosendale-Brandon School Board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports a large network of advisors with specialized programs in municipal finance and employer-sponsored retirement plans.

William Stroede is a financial advisor with Ameriprise in Winneconne, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, Stroede coaches junior varsity basketball. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with substantial investable assets and offering detailed, research-driven income and tax strategies alongside a broad range of advisory, brokerage, and insurance solutions.

John Welsch is a financial advisor with RBC Capital Markets holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at City National Bank and Wells Fargo Clearing, among other firms. Outside of finance, he has ownership in an online furniture sales business, Direct Commerce Group, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering comprehensive portfolio management and financial planning services tailored to clients’ risk profiles. The firm utilizes both in-house and third-party investment resources and provides a range of advisory programs with features such as tax management and responsible investing options.

Julie Woelfel is a financial advisor at OSAIC with 13 years of industry experience and holds a Series 66 designation. She previously worked at Woodbury Financial Services and SII Investments, Inc., and is also involved with Belke Financial Group as a financial advisor and tax consultant. Outside of finance, she manages bookkeeping operations for a family-owned dairy farm. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party managers to construct portfolios tailored to client risk tolerance and investment restrictions.