Christopher Crotty is a financial advisor with Ameriprise in Appleton, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Crotty serves as Treasurer and Chairman on the Board of Directors for Fox Valley Young Life. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet certain asset criteria, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Elijah Sorem is a financial advisor with Ameriprise in Appleton, WI, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at TC Transcontinental for four years and was employed at Appleton North High School 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 focused on retirement-income planning, using a combination of proprietary research, third-party data, and algorithmic tools to deliver tailored recommendations.

Michael Shepard is a CFP® with 37 years of industry experience and has been with Ameriprise since 2005. He currently works at Ameriprise in Freedom, WI. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations through a centralized consulting team.

Natasha Van Hout is a financial advisor at Ameriprise with Series 66 credentials and has been with the firm since 2024. She has prior work experience in retail and food service, including employment at Holidays Pub & Grill. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Shane Kanaman is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previous work history with multiple credit unions and a sports-related business. Kanaman is also co-owner of Sunset Adventures Wealth Advisors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.