Zachary Wiges is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 40 years of industry experience. He previously worked for American Express Financial Advisors Inc. for 35 years before joining Ameriprise in 2020. Outside of his advisory role, he is involved in managing a horse ranch and serves as president of the Nebraska Rope Horse Association, as well as a board member of the Western Iowa Expo. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies through a centralized consulting team.

Derek Sargent is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008, and has operated Corporate Image since 1993. Outside of his advisory role, he serves on the board of a community-sponsored child care facility. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on broad financial topics without portfolio management, and offers solutions combining planning and managed-account programs under a consolidated billing option.

Melissa Loest is a financial advisor with Edward Jones, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in managing a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm offers various advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and a comprehensive suite of affiliated investment products and services.

Jennifer Johnson is a financial advisor at Ameriprise with 32 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is co-owner of a tax preparation firm, Robinson Ruhnke, PC, and a business managing Ameriprise operations, EarnedIt Holdings LLC, and she manages Fish2O, an S corporation related to benefits administration exclusive to Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering notably a specialized Premier Retirement Income service that provides detailed retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary implementation process.