Tony Kajmakoski is a financial advisor with Ameriprise in Crown Point, Indiana, holding a Series 63 designation and with 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Outside of his advisory role, he is involved in managing group office operations through an LLC he owns. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Dejan Milev is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Merrill. Outside of advising, he is a 10% owner of Struga Properties LLC, which manages a commercial building with tenants including a car wash, restaurant, and vape shop. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Joseph Foster is a financial advisor with Ameriprise in Crown Point, Indiana, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Outside of his advisory role, he is involved in managing commercial and office real estate holdings through entities such as Palmer Holdings LLC and Edwin Group LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering comprehensive, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated and team-driven processes to deliver tailored guidance and offers a broad range of advisory, brokerage, and insurance solutions.

Alicia Higgins is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved with Edwin Group LLC, where she manages an advisory business. Ameriprise is a large institutional firm that offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily delivered through a centralized retirement-income consulting team.

Douglas Buuck is a financial advisor with Ameriprise in Crown Point, Indiana, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1993. Outside of his advisory role, he is involved in several business activities including ownership interests in a real estate holding company and an operating company for a group of advisors. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research and modeling with personalized recommendations, offering a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jacob Oostman is a financial advisor at Ameriprise with one year of industry experience. He previously worked in venture capital at ground game Venture Capital and has a background that includes roles at Wabash College and in education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Sara Green is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and previously worked at Purdue University Northwest for six years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

John Vidal is a financial advisor with Ameriprise, holding a Series 63 designation and over 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Vidal serves as Chairman of the Board for St. Jude House and is President of the Serra Club of Northwest Indiana. Ameriprise offers a retirement-income planning service targeting clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations primarily for clients with significant investable assets.

John Larson is a ChFC®-designated financial advisor with Ameriprise in Crown Point, Indiana, and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted recommendations through a centralized consulting team.

Joseph O'Keefe is a CFP® with 39 years of industry experience, currently advising clients at Ameriprise since 2020, after 15 years with Ameriprise Financial Services, Inc. He serves on the boards of NPH USA and the Epsilon Beta Alumni Corporation, and participates in the finance council of St. Mary's Church and school. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.