Rachel Pitt is a financial advisor with Ameriprise in Eau Claire, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at Fieldstone Financial and has a background that includes roles at the University of Wisconsin - Eau Claire and involvement with The Piggy BBQ. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic automation.

Adam Mohr is a financial advisor with Ameriprise in Altoona, WI, holding a Series 66 designation and 23 years of industry experience. He worked at American Express Financial Advisors Inc. from 2003 to 2020 before joining Ameriprise in 2020. Outside of advisory work, he is involved in business ownership through Porch Place, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kathryn Noe is a financial advisor with Ameriprise in Altoona, WI, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its related entities since 2008. Outside of her advisory role, she serves on the boards of several local nonprofit organizations and assists with teaching a finance course at the University of Wisconsin–Eau Claire. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficient withdrawal strategies. The firm combines automated and personalized approaches and delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Christopher Kolinski is a financial advisor with Ameriprise in Chippewa Falls, WI, holding a Series 66 designation and 19 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Kolinski serves on the board of the Newman Parish Endowment Fund and coaches the men's golf team for the Chippewa Falls School District. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bethany Beauchamp is a financial advisor with Ameriprise Financial Services in Altoona, Wisconsin, holding a Series 66 designation and nine years of industry experience. She has worked with Ameriprise since 2013 across different affiliated entities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Kelly France is a CFP® with 23 years of experience in the financial industry. She is currently with Ameriprise and previously worked at Royal Credit Union, LPL Financial, and U.S. Bancorp Investments. France serves on the Board of Directors for the Chippewa Valley Museum Foundation. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Korrie Frank is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. Prior to her current role beginning in 2020, she worked at Ameriprise Financial Services, Inc. from 2016 to 2020 and served as an adjunct professor of finance at the University of Wisconsin-Eau Claire from 2015 to 2017. She currently serves as a volunteer on the UWEC Finance Advisory Board and continues to teach as an adjunct professor. Ameriprise Financial Services is a large, diversified advisory firm serving 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 detailed recommendation reports and ongoing advice, drawing on internal research and third-party data, with a defined investment universe influenced by affiliated product partnerships.

Sean Craker is a Series 66-licensed financial advisor at Ameriprise with four years of industry experience. His work history includes roles at Legacy Tax Group and Ameriprise, as well as positions outside finance with the University of Wisconsin-Eau Claire and McDonell Area Catholic Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Daniel Lotts is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Credit Union, LPL Financial, and U.S. Bancorp Investments, Inc. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Nicole Powers is a financial advisor with Ameriprise in Eau Claire, WI, holding a Series 66 designation and five years of industry experience. She has been with Ameriprise since 2018, following prior roles at Bronfman EL Rothschild and positions related to the University of Wisconsin. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.