Mark Ruhl is a financial advisor with Ameriprise in Brainerd, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team working with client advisors.

Kevin Peterson is a CFP®-certified financial advisor with 23 years of industry experience. He has worked at Edward Jones for 20 years before joining Ameriprise in 2022. Peterson serves on the Board of Directors for the GLAR Foundation in Baxter, MN. Ameriprise is an institutional firm that offers a retirement-income planning service focused on 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 delivered through a centralized consulting team in partnership with client advisors.