Mary Hines is a financial advisor with Nicolet Wealth Management, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at LPL Financial LLC from 2016 to 2026 before joining Nicolet Wealth Management. Nicolet Wealth Management provides retirement plan consulting and investment management services primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment process includes research and manager selection performed by an internal team and overseen by an investment committee, utilizing both fundamental and technical analysis alongside third‑party research sources.

Angela Thoren is a financial advisor with Ameriprise in Grundy Center, IA, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with Ameriprise since 2007. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team and utilizes algorithmic automation overseen by a Retirement Income Oversight Committee.

Todd Havel is a financial advisor with Edward Jones in Grundy Center, Iowa, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked at Edward Jones since 2005. Havel serves as a committee member helping to manage funds for the Don Bosco and IC/St Joes endowments in Gilbertville, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Kyle Rasmussen is a financial advisor at Ameriprise with 16 years of industry experience and holds a Series 66 designation. He has worked at several firms including LPL Financial, Lincoln Savings Bank, and Edward Jones. Rasmussen serves as chair of the investment committee and treasurer for the GCMH Foundation and holds leadership roles on several nonprofit boards in Iowa. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies, utilizing a centralized team and proprietary research to develop personalized Recommendation Reports.

Russell Pierpont is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Thrivent Financial, Wells Fargo Clearing, and Wells Fargo Bank. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering a Premier Retirement Income service focused on retirement planning with written recommendations and annual advice emphasizing dependable income sources and tax-aware withdrawal strategies.