Steven Hebert is a CFP® professional with 34 years of experience, currently advising at Ameriprise. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns a voiceover audio production business and provides training and support on Ameriprise technology tools through a separate consultancy. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that delivers tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jasen Braun is a CFP® professional with six years of experience at Ameriprise, based in Minneapolis, MN. He has held roles within Ameriprise and Ameriprise Financial Services since 2014. Outside of his advisory work, Braun is the owner of JSB Solutions, which manages his Ameriprise business, and serves as Chief Operating Officer for a franchise consultancy supporting financial advisors within the Ameriprise system. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Marissa Provo is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, she worked for nine years at Northeast Metro ISD#916. She holds the Series 66 designation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Stephen Salmon Jr. is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 26 years of industry experience. He previously worked at LPL Financial for 14 years before joining Ameriprise in 2024. Outside of advising, he is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, providing tailored, non-discretionary recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory services, emphasizing products from affiliated firms.

Courtney Cotter is a financial advisor at Ameriprise with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise and The Oak Ridge Financial Services Group. Cotter serves as a volunteer judge for the SIFMA Foundation's InvestWrite Program, evaluating student essays on portfolio management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Michelle Feiten is a financial advisor at Ameriprise with 31 years of industry experience. She holds a Series 63 designation and has worked previously at Merrill and Wells Fargo Clearing. Outside of her advisory role, she provides business management consulting focused on practice transitions and franchise consultancy. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.