Lauren Demers is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she serves on the Board of Directors and as Treasurer of the Grand Blanc Huntsman's Club. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement who meet specific asset criteria. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, delivering tailored advice primarily for clients with Ameriprise-managed accounts.

Michael Peterson is a financial advisor with Ameriprise in Apple Valley, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement planning advice.

Joseph Wojcik is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is involved in a real estate business that manages office rentals. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Daniel Finch is a financial advisor with Ameriprise in Fairview, TX, holding a Series 66 designation and 23 years of industry experience. He previously worked at American National Bank of Texas and LPL Financial, serving as Vice President and Senior Financial Advisor at American National Bank of Texas. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver customized, non-discretionary recommendations.

Quinn Elliott is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to Ameriprise, Quinn was involved in several roles including at Wally's Falafel and Hummus and Ovative Group. Quinn also worked at the University of Minnesota Twin Cities for four years. 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 planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Michael Eisenbraun is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for the Institute for Basic Research, is treasurer of the New Jersey State Society of Physician Assistants, and volunteers as an Emergency Medical Responder with the Little Silver EMS. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice.

Austin Gossett is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at JPMorgan Distribution Services, Sedgwick, and The Scotts Miracle-Gro Company. Outside of his advisory role, he is employed by TRLT Ventures LLC, where he manages an advisory business. Ameriprise serves primarily individuals approaching or in retirement with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ income and asset management needs.

Justin Wilson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2012. He is based in Winfield, TN, and holds the Series 66 designation. Outside of his advisory role, Wilson is active in his community as a board member of the Boys and Girls Club and serves as president of a nonprofit organization, STAND. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, with an emphasis on managing assets within Ameriprise accounts.

Cameron Betz is a financial advisor at Ameriprise in Topeka, KS, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Woodland Park Apartments, Doordash, and Jimmy Johns. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, combining research and modeling to deliver non-discretionary recommendations tailored to client needs. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Aaron Collins II is a Series 66 licensed financial advisor at Ameriprise in Erie, PA, with one year of industry experience. Before joining Ameriprise, he worked at Cork 1794 and held various roles in educational institutions and the hospitality sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that includes written recommendation reports and ongoing tax-aware withdrawal strategies.

Stefan Morse is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Stainton's. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team.

Kristy Barzen is a financial advisor with Ameriprise in Des Moines, IA, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Outside of her advisory role, Barzen is involved in local business networking through the West Side Chamber of Commerce and co-owns several business entities related to managing her financial planning practice. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Lachlan Cameron is a financial advisor with Ameriprise in Pasadena, CA, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise in various capacities since 2011 and is also associated with Cameron, Murphy & Spangler, Inc. Outside of finance, he is involved as a varsity soccer coach at Mayfield Senior School and holds a minority interest in a local bakery business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized, non-discretionary recommendations delivered in partnership with the advisor.

Chad Yamada is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he spent time in the restaurant industry, including roles at Jinya Ramen and TKRG Bouchon Bistro. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies. The firm uses a combination of proprietary research and third-party tools to develop tailored recommendations that require clients to meet specific asset criteria.

Deborah Hecht is a financial advisor with Ameriprise in Dallas, TX, holding a Series 63 designation and over 34 years of industry experience. She has been with Ameriprise since 2005, including its predecessor firm, Ameriprise Financial Services, Inc. Outside of her advisory role, Hecht serves on the Board of Directors for the Creekside at Lake Highlands homeowners association and creates stained glass crafts that she sells. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mitchel Kratochvill is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2023, he worked at Northeast Iowa Community College and the Dubuque Community School District. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing, tax-aware withdrawal advice and written recommendation reports.

Christina Straut is a financial advisor with Ameriprise in Pensacola, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is involved with Hub and Spoke Operational Support Services, LLC as a paraplanner. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Tiffany Troyer is a financial advisor with Ameriprise in Orrville, Ohio, holding a Series 66 designation and 10 years of industry experience. She previously worked at Kestra Advisory Services, Kestra Investment Services, and Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team and investment recommendations that leverage proprietary research and external data.

Deborah Haydis is a financial advisor with Ameriprise in Fallbrook, CA, holding a Series 63 designation and 41 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Treasurer for a local youth baseball association. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement-income advice primarily for clients with significant investable assets managed within Ameriprise.

Jennifer Schuster is a financial advisor with Ameriprise in El Dorado, Arkansas, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.