Stephanie Gillman is a Series 66-licensed financial advisor with Ameriprise in Duluth, MN, beginning her advisory career in 2025. Prior to joining Ameriprise, she worked in education for over a decade and also spent time as a homemaker. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Linda Walli is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. She is based in Duluth, MN. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Conrad Hjort is a financial advisor with Ameriprise in Duluth, MN, holding CFP®, ChFC®, and Series 63 designations and has 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a trustee and is a general partner involved in managing office expenses for a business entity. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Carol Taran is a financial advisor with Ameriprise in Hermantown, MN, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written recommendation reports that cover 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 retirement-income consulting team in partnership with its financial advisors.

Grace Creager is a financial advisor at Ameriprise in Duluth, MN, holding a Series 66 designation with one year of industry experience. She has prior work experience in various roles including at Perk Place Coffeehouse and the University of Minnesota-Duluth. Ameriprise 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 retirement income recommendations, supported by a centralized consulting team and algorithmic tools.

Brian Johnson is a financial advisor with Ameriprise in Duluth, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise since 2011. Outside of advising, he provides accounting consulting services, assisting with bookkeeping and coordinating with other professionals on business matters. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jenny Helgeton is a financial advisor with Ameriprise in Duluth, MN, holding Series 63 and Series 66 licenses and 15 years of industry experience. She joined Ameriprise in 2018 after previously working at Northwestern Mutual Wealth Management Company and other advisory roles. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with a service model centered on non-discretionary client implementation and a defined investment product ecosystem.

Kathleen Beasley is a CFP®-designated financial advisor with Ameriprise in Duluth, MN, bringing 46 years of industry experience. She has been with Ameriprise and its predecessor firm since 1979. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.