Andrew Fober is a financial advisor with Ameriprise in Cedar Falls, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated firms since 2007. Outside of his advisory role, Fober serves as an adjunct instructor at the University of Northern Iowa, teaching a course on financial skills. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals nearing or in retirement with significant investable assets, providing personalized, research-driven recommendations coordinated by a centralized consulting team.

Rae Briney is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. She has worked at Ameriprise since 2018 and previously held roles at LPL Financial and Lincoln Savings Bank. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Dixon Terry is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously in hospitality and healthcare sectors, including roles at Legacy Bar and Grill, Clear Lake Yacht Club, and McKesson. He is also affiliated with the University of Northern Iowa. 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 that focuses on dependable income sources and tax-aware withdrawal strategies.

David Lettinga is a financial advisor with Ameriprise in Cedar Falls, IA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Raymond James Financial Services and First Command Advisory Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nathan Harban is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked at Walmart and Hy-Vee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Halverson is a CFP® with six years of industry experience, currently serving as a financial advisor at Ameriprise in Cedar Falls, IA. His prior work history includes roles at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc, as well as experience outside the financial sector at Hanna Cylinders and Bemis Manufacturing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Matthew Schecklman is a financial advisor at Ameriprise in Cedar Falls, IA, holding a Series 66 credential with less than one year of industry experience. He joined Ameriprise in 2025 after completing extended periods of study. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.