Evan Connolly is a financial advisor at Ameriprise in Appleton, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Instacart and held academic positions at the University of Wisconsin - Green Bay and the University of Mary. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Lowery is a financial advisor with Ameriprise in Appleton, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Lowery also manages his own advisory business through MC Lowery LLC. 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 retirement income recommendations delivered in partnership with its financial advisors.

Elizabeth Wallace is a financial advisor with Ameriprise in Kaukauna, WI, holding a Series 66 designation and with 5 years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she manages her business activities through MC Lowery, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria. The firm provides comprehensive, research-driven recommendations supported by a centralized consulting team, combining modeling and tax-efficiency analysis to tailor income strategies.