Marcus Max is a CFP® with 34 years of industry experience, currently serving with Ameriprise since 2020 and having worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He is based in Hutchinson, MN. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes annual planning advice with a focus on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Hannah Max is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Allianz Life Financial Services and Allianz Life Insurance Company of North America. Her background also includes roles at the University of Minnesota and the Minnesota Timberwolves & Lynx. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and annual advice. The firm’s approach integrates investment research and third-party data within a structured framework and requires specific enrollment criteria tied to investable assets.

Randall Razidlo is a CFP® professional with 23 years of industry experience, currently advising clients at Ameriprise since 2020. His prior roles include positions at Thrivent Financial and its affiliated companies from 2016 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team using modeling and tax-efficiency analysis to generate tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.