Joshua Bowen is a financial advisor at Ameriprise with 20 years of industry experience. He has been with Ameriprise and its affiliated firms since 2013. Outside of his advisory role, Bowen serves as Vice President on the Board of Directors for the Aberdeen Community Theatre and is involved in several real estate and consulting business activities. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to support client planning and maintains a broad range of advisory, brokerage, and insurance solutions.

Matthew Dohman is a financial advisor with Ameriprise in Aberdeen, SD, holding a Series 66 designation. He has been with Ameriprise since 2025 and previously worked in vision care and ophthalmology-related roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research, algorithmic tools, and third-party data to create customized Recommendation Reports.

Brady Rohrbach is a financial advisor at Ameriprise in Aberdeen, SD, holding the Series 66 designation with one year of industry experience. His prior roles include positions at Dakota Financial Services and Vision Care Associates, along with several educational and banking-related positions. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on providing retirement-income planning advice through a written Recommendation Report and ongoing annual reviews, emphasizing dependable income sources and tax-aware withdrawal strategies.

Heidi Carrels is a Series 66-licensed financial advisor with Ameriprise in Aberdeen, SD, and has three years of industry experience. Prior to joining Ameriprise in 2022, she worked with Aberdeen Area USBC from 2020 to 2022. Outside of her advisory role, she owns Monos Boutique LLC, a retail business, and serves as Treasurer on the Board of Directors for Prairiewood Township. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.