Molly Wilson is a financial advisor with Ameriprise in Long Lake, MN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Ameriprise and its related entities since 2007. Outside of her advisory role, she co-owns Zimmerman and Associates and is involved with the Orono Foundation, a nonprofit supporting local schools. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Sydney Eckhart is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, Sydney worked at Wells, Schluter, Hanson & Co and held roles at the University of South Dakota and Werry Family. Sydney has been with Ameriprise since 2017. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports prepared by a centralized consulting team in partnership with financial advisors.

Brady Buckentine is a financial advisor with Ameriprise in Golden Valley, MN. He holds a Series 66 designation and has experience working at Deloitte from 2020 to 2025. His tenure at Ameriprise began in 2025. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data, with a focus on clients meeting certain asset thresholds and working within a defined investment product ecosystem.

Greggory Dawson is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2019, following roles at FedEx, University of Missouri, Whitier Trust Company, and Quintons. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Linda Zimmerman is a CFP® with 38 years of industry experience and is currently affiliated with Ameriprise in Eden Prairie, MN. She has been with Ameriprise and its related entities since 1987. Zimmerman is a co-owner of Zimmerman, Wilson & Associates, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, 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 generate tailored retirement income recommendations.