Top financial advisors working with clients approaching retirement in Sparta, WI

Kenji Callahan is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Creative Planning and previously worked at AEGIS Financial and Marian University. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Katie Feist is a financial advisor with Ameriprise Financial Services in Bangor, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at Educational Testing Service and Eagle Ridge Academy. 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 ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Heidi Lydon is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016. Outside of her advisory role, she is involved in artistic design activities, selling paintings and crafts, and serves as a board member on the City of Sparta's Board of Review. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Brandon Corcoran is a financial advisor with Cetera holding a Series 66 designation and 11 years of industry experience. His career includes five years at Edward Jones and over 20 years as a self-employed advisor prior to joining Cetera in 2020. He serves as the executor of the Eugene & Ruth Wild estate. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers model portfolios, third-party manager options, and bespoke strategies across multiple program structures with over 10,000 advisors managing more than $256 billion in assets.

John Budin is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple financial topics without discretionary trading authority, allowing clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.