Bjorn Carlson is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked in education at Whitworth University and Greater Albany Public Schools. Outside of his advisory role, he is a member of Canda LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Rilling is a financial advisor with Ameriprise, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2017 and previously worked in exotic pet care. In addition to his advisory role, he is involved in independent insurance brokering and serves as an associate financial advisor at Canda LLC. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing detailed, annually updated recommendations that incorporate research, modeling, and tax-efficiency analysis.