Thomas Thurin is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Services, Inc. Outside of his advisory role, he is a registered team member of the BDLR Group, Inc., a non-investment-related activity. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team, alongside offering a broad range of advisory, brokerage, and insurance solutions.

Mark Maes is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Edina, MN. He has worked with Ameriprise since 1999, including both Ameriprise Financial Services, Inc. and its current form. Outside of his advisory role, he is a freelance trumpet musician and plays for church and small gigs. 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 retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Gregory Thurin is a financial advisor at Ameriprise with 36 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 1990 and has been with Ameriprise since 2020. He holds Series 63 and Series 65 designations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides ongoing planning advice and recommendations based on proprietary research and third-party data.

Christopher Thurin is a financial advisor with Ameriprise in Northfield, MN, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Ameriprise and its affiliate since 1998. Outside of his advisory role, he serves as president of the Woodport Homeowners Association and participates in the St. Dominic School Endowment Committee, providing investment allocation recommendations. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Tyler Morrison is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at IMST Distributors, Riverbridge Partners, and Civic Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Geier is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked for six years at Pepsi Beverages Company. He is also a registered team member at BDLR Group, Inc., where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides detailed retirement-income planning and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Brittany Traub is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and affiliated firms since 2014, as well as at Personal Wealth Partners and LPL Financial. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation.

Cooper Berg is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Cooper held various positions including roles at Hamline University and Stuart Company. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kimberly Nau is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the Armstrong Cooper Youth Hockey Association and is a registered team member at BDLR Group Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

James West III is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, Northwestern Mutual, and has experience outside finance at DoorDash, Dick's Sporting Goods, and AMC Theatres. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ashley Tolle is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise since 2008, including her current role since 2020. Outside of her advisory work, she is a co-owner of a real estate business in Maple Grove. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes managed accounts and algorithmic automation to tailor retirement income recommendations.

Paul Thurin is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and five years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at New Horizons, Mike's Cafe, Brau Brothers Brewing, and Southwest Minnesota State University. Thurin is also a registered team member of the AFA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, employing a combination of proprietary research and third-party data within a defined investment framework.