Lance Evans is a financial advisor at Northwest Wealth Management, LLC in Spirit Lake, IA, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Northwest Wealth Management since 2011. Outside of his advisory role, he is a 20% owner of HAMP-HIZZY LLC, a non-investment related business. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and may utilize independent third-party managers as part of its portfolio management.

Michael Storey is a financial advisor at Northwest Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Northwest Bank, Spencer Golf and Country Club, and Northwestern College. Outside of his advisory role, he serves as an assistant football coach at Western Christian High School. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and utilizes third-party managers, with discretionary assets under management exceeding $865 million as of the end of 2024.

Danielle Brink is a Series 65-licensed financial advisor with Northwest Wealth Management, LLC, where she has worked for 11 years. She also holds a management role at Northwest Bank, serving as a retail manager and assistant vice president since 2008. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and offers access to independent third-party managers while maintaining affiliations with Northwest Bank and Northwest Insurance Services.

Rebecca Mcginnis is a financial advisor at Northwest Wealth Management, LLC with nine years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm follows a long-term, buy-and-hold investment approach and utilizes third-party managers while maintaining relationships with major custodians Charles Schwab and Fidelity.

Bryson Duncan is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Northwest Wealth Management, LLC, where he has worked since 2021. Prior to his advisory role, he was employed at Intelligent Turf and Greens for one year. Northwest Wealth Management, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm emphasizes a long-term, buy-and-hold investment approach combined with ongoing monitoring and periodic reporting, and it utilizes third-party managers and major custodians such as Charles Schwab and Fidelity.

Jodi Minard is a financial advisor at Northwest Wealth Management, LLC in Spencer, IA, holding a Series 65 designation with one year of industry experience. She has prior experience at Heartland Bank & Trust and Parterre, among other firms, and also operates JPMM, LLC, a residential rental business. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to individual and high-net-worth clients, trusts, estates, and other entities. The firm employs a long-term, buy-and-hold investment approach with ongoing monitoring and periodic reporting, and it is affiliated with Northwest Bank and Northwest Insurance Services.

Alex Johnson is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Northwest Wealth Management, LLC, where he has worked since 2022. His prior roles include positions at Prairie Plans Asset Management, Lpl Financial LLC, and Investment Centers of America, Inc. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individual and high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with ongoing monitoring and may allocate portfolios to independent third-party managers.

Connie Schmidt is a financial advisor with Northwest Wealth Management, LLC in Sioux City, IA, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Northwest Wealth Management since 2017 and also serves as a private banker and senior vice president at Northwest Bank, working with high-net-worth clients. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individual and high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with ongoing monitoring and periodic reporting, and utilizes both in-house and third-party managers.

Nicole Evans is a Series 65-licensed financial advisor with Northwest Wealth Management, LLC, where she has worked since 2013. She has 12 years of industry experience and also serves as Bank President at Northwest Bank, a position she has held since 2012. In her banking role, she manages retail, mortgage, and commercial banking operations in multiple branches. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with ongoing monitoring and periodic reporting, and it integrates third-party managers and major custodians such as Charles Schwab and Fidelity in its services.

Jason Vande Brake is a financial advisor at Northwest Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Northwest Wealth Management since 2012. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and utilizes third-party managers while offering comprehensive wealth management through a multi-advisor team.

Katy Guinn is a financial advisor at Northwest Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Northwest Wealth Management since 2012. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with ongoing monitoring and periodic reporting, and utilizes third-party managers and major custodians such as Charles Schwab and Fidelity.

Zachary Clark is a financial advisor at Northwest Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Northwest Wealth Management since 2022. Clark also serves as a Treasury Management Specialist and Vice President at Northwest Bank, where he assists businesses with treasury products. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and retirement plans. The firm follows a long-term, buy-and-hold investment approach and utilizes third-party managers, delivering discretionary wealth management with ongoing monitoring and periodic reporting.

Joni Kellen is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. She has worked at Northwest Wealth Management, LLC since 2021 and previously spent five years with THRIVENT Financial. Outside of her advisory role, she serves as President and CEO of Kelamity Enterprises, LLC, a consumer products company based in Ames, IA. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and utilizes third-party managers while maintaining custody relationships with Charles Schwab and Fidelity.

Jeffrey Ploeger is a financial advisor with Northwest Wealth Management, LLC in Spirit Lake, IA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Northwest Wealth Management since 2013. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and utilizes independent third-party managers, with discretionary assets under management exceeding $865 million as of December 2024.

Dean Jacobsen is a CFP® professional with 11 years of experience in financial advising. He has been with Northwest Wealth Management, LLC since 2014 and also holds a long-term position at Northwest Bank, where he serves as Branch President. Northwest Wealth Management, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and other entities. The firm employs a long-term, buy-and-hold strategy and utilizes third-party managers and major custodians to manage over $865 million in discretionary assets.

Garrett Heater is a financial advisor at Northwest Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Tarbell and Company as well as Central College. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and utilizes third-party managers and major custodians such as Charles Schwab and Fidelity.

Eric Van Der Heide is a Series 65-licensed financial advisor with Northwest Wealth Management, LLC, based in Spencer, IA. He has been with the firm since 2010, accumulating 10 years of industry experience. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with ongoing monitoring and periodic reporting, and it utilizes third-party managers and major custodians such as Charles Schwab and Fidelity.

Jared Barnett is a financial advisor at Northwest Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Northwest Wealth Management, he worked in various roles including positions at CaptainU, Aerotek Engineering, Southwestern College, and Pine Tree High School. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individual and high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with discretionary management and may utilize third-party managers, offering clients access to a broad range of resources.

Sharon Lisac is a financial advisor at Northwest Wealth Management, LLC with 22 years of industry experience. She holds a Series 66 designation and has been with Northwest Bank and Northwest Wealth Management since 2010. In addition to her advisory role, she serves as a private banking manager for high-net-worth clients at Northwest Bank. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth investors, trusts, estates, and other entities. The firm follows a long-term, buy-and-hold investment approach and utilizes third-party managers, custodians, and institutional programs to support its clients.

Donald Breuker is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Royal Fund Management since 2015 and has operated as a licensed independent insurance agent under Breuker Financial Strategies since 2005. Additionally, he has longstanding involvement in property management through Breuker Management Services, Inc. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, and offers specialized services such as access to select non-traded REITs and an options-writing overlay.

Brian Sohn is a CFP® professional with 18 years of industry experience, currently serving as an investment advisor representative at Avantax Planning Partners, Inc. He has worked with firms including Cetera Wealth Services, Avantax Investment Services, and ProEquities. Outside of financial advising, Sohn owns an e-commerce business and provides notary services, and he is also a partner at a CPA firm specializing in tax and accounting services. Additionally, he volunteers as a bookkeeper for a local athletic booster club. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based, discretionary portfolio management approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and centralized trading through designated custodians.

Kirt Carstens is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with CreativeOne Securities since 2011 and is also the owner of Carstens Financial Group, LLC. Outside of his advisory work, Carstens is involved in community activities, serving as chairman of the CFG Charity ProAm golf tournament and volunteering as a 7th and 8th grade basketball coach for Okoboji Community Schools. CreativeOne Securities provides financial planning, consulting, and investment management services to individuals, corporate clients, and retirement plans. The firm employs fundamental and cyclical analysis in its portfolio management and offers a range of advisory programs, including proprietary model portfolios and separately managed accounts.

Walter Wittrock is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Trek Financial since 2015 and has been president of WITTROCK FINANCIAL, Inc., an investment-related business, since 2003. Outside of his advisory roles, he serves as vice president of Great Lakes Fish Growers and works as a solicitor providing subscription-based estate planning software. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a web-based investment platform and typically implements strategies through third-party sub-advisers and model portfolios, employing quantitative and qualitative criteria to monitor and select managers.

Michael Schlitter is a Series 65-registered advisor with Avantax Planning Partners, Inc. in Okoboji, Iowa, with three years of industry experience. He also serves as a senior accountant at Erpelding Voigt & Co., LLP, a tax and accounting firm where he manages staff accountants, reviews tax returns, and advises clients. Outside of his advisory and accounting roles, Schlitter is the treasurer of the Iowa Great Lakes Rotary Club, handling financial records and tax filings for the nonprofit organization. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation approach with discretionary portfolio management and offers tax-intelligent overlays and retirement plan management.

Joey Van Otterloo is a financial advisor with Eagle Strategies (NY Life) in Spencer, Iowa, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2015 and operates Bluewater Financial Group, LLC, which sells New York Life products and brokers non-registered insurance products. Outside of his advisory work, he serves as president of the 1800 Norris Place Condo Association. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing over $25 billion in regulatory assets as of December 2024.

James De Kruif is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Franklin Templeton Distributors and LPL Financial. Outside of advising, he is involved as a chapter leader for a senior advocacy group and serves as an ambassador for a tax relief education organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, supporting investments with thorough due diligence and servicing large-scale clients including sovereign wealth funds.

Christopher Fuhrman is a financial advisor at Edward Jones with six years of industry experience. He held a position at Pelzer Law Firm for ten years prior to joining Edward Jones in 2019. Outside of his advisory role, Fuhrman owns and oversees management of Estherville Ambulance Service, Inc., and is involved with Lakes Area Ambulance Service, a nonprofit organization operating in Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

James Horst Jr. is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Osaic. He worked for 20 years at FSC Securities Corporation prior to joining Osaic in 2023. Horst is also the owner of Stonebridge Financial Advisors, a sole proprietorship focused on securities and advisory services. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Brandon Madison is a financial advisor with Edward Jones in Milford, Iowa, holding the ChFC® designation and Series 66 license. He has seven years of industry experience, including four years at Billings and Company, Inc. prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Cole Milbrath is a CFP® professional with nine years of industry experience, currently advising at LPL Financial since 2017. His prior experience includes roles at Investment Centers of America, Northwestern Mutual, and Red Rock Quarry. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines advisory operations with insurance and lending product offerings.

Alex Spielman is a financial advisor with Ameriprise in Spencer, Iowa, holding Series 63 and Series 66 licenses. He has been with Ameriprise since 2025 and previously worked in education with Okoboji Community Schools. Spielman is the founder and president of Eagles United, a 501(c)(3) nonprofit focused on youth basketball skills and camps. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling to offer tax-efficient withdrawal strategies and personalized recommendation reports.

Lauren Duffy is a financial advisor with LPL Financial, holding a Series 66 designation and based in Spirit Lake, Iowa. She has experience at Henkels Financial and LPL Financial since 2025, with prior roles including positions at Iowa State Dining Halls, Pizza Ranch, Iowa State University, and Okoboji Community Schools. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house Research team and offers a range of investment delivery options, combining large-scale advisory operations with various non-advisory product activities.

Jason Jacobs is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. He has worked with Thrivent and its affiliates since 2022. Outside of his advisory role, he serves as a part-time play-by-play announcer for high school football games and is a general board member of the Spencer Youth Baseball and Softball Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations across multiple financial topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Bradley Schmitz is a financial advisor with Raymond James Financial Services Advisors, Inc. in Spirit Lake, Iowa, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Raymond James in 2026, he worked at LPL Financial and Bank Midwest Trust Services. Outside of his advisory role, he is an insurance agent specializing in life insurance and annuities with Bank Midwest Insurance. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients with tailored strategies and a broad affiliate network that includes banking, trust, insurance, and public finance services.

Anne Straus is a CFP®-certified financial advisor with LPL Financial, based in Spirit Lake, Iowa. She has 30 years of industry experience and has been with LPL Financial since 2002. Her credentials also include Series 63 and Series 65 licenses. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Drew Horst is a Series 66-licensed financial advisor at OSAIC with two years of industry experience. His prior roles include positions at Wildflour, FSC Securities, and community organizations such as Spencer Community Schools. Outside of advising, he works as an insurance agent selling term life insurance and volunteers with Spencer Community Schools by taking tickets at events. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process using risk tolerance assessments and portfolio optimization tools, offering both discretionary and non-discretionary management across various asset classes.

Natalie Wilkinson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior roles include working at Mentors and Tutors LLC and the Sam Noble Museum of Natural History. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory and investment strategies through a large national network of financial advisors and branch offices.

Kaitlyn Heywood is a financial advisor with Edward Jones in Spirit Lake, IA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she owns a home-based bakery called Simply Sweet by Katie Jay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Amy Hotovec is a financial advisor at Edward Jones in Milford, IA, holding a Series 66 designation with six years of industry experience. She previously worked at Nautical Okoboji LLC from 2017 to 2020 and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Mark Wilkinson is a Series 66-registered financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Spielman is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services Inc. from 2007 to 2020. Spielman serves on the board of directors for Sacred Heart School/Parish and is involved with the Spencer Youth Baseball Softball Association. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Sara Fisher is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2015. She has three years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, with a large nationwide network of advisors and branch offices.

Hernani Antonio Nabuco Leva Ferreira Frei is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he has held various roles including business consulting through his own firm, Nabuco Consulting LLC. He is also involved as a treasurer in two small dance-related businesses owned by his spouse, though he does not receive compensation for these roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Jan Spielman is a financial advisor with Ameriprise in Arnolds Park, IA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including over 20 years with Ameriprise and its affiliates. Spielman serves as secretary on the board of Eagles United and owns several non-investment-related businesses, including Jmspielman, Inc. and Spielman LLC. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, combining research and modeling with personalized advice to help manage income sources and tax strategies. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Higgins is a financial advisor with Ameriprise in Spirit Lake, IA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Ameriprise and its affiliate since 2009. Outside of his advisory role, Higgins serves as president of the Lakes Professional Building Homeowners Association. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Erika Wachholz is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2006 and previously worked at Ameriprise Financial Services, Inc. from 2010 to 2020. Wachholz is also an Associate Financial Advisor with Spielman LLC, an outside business related to her Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.