Brian Mlsna is a CFP® professional with 36 years of experience in the financial services industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a team member at Craig M Hanson & Associates, LLC, where he manages an advisory business unrelated to investments. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides tailored recommendations and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Kasey Vergin is a financial advisor with Ameriprise in West Salem, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she has involvement in single-family real estate ownership. Ameriprise is an institutional firm serving clients, particularly those nearing or in retirement with substantial investable assets, through its Premier Retirement Income service. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to provide tax-efficient, income-focused recommendations.

Moriah Cody is a financial advisor with Ameriprise in La Crosse, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Cody serves as Vice President on the Board of Directors for the Western Foundation. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice delivered through a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.

Timothy Gillespie is a financial advisor with Ameriprise in De Soto, WI, holding a Series 63 designation and 32 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services since 2005 and has owned Gillespie Insurance & Real Estate since 1979. Outside of his advisory role, he serves as Village President of De Soto and is involved with local park and parish council boards. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team.

Craig Hanson is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Hanson is also the owner of a separate business entity, Craig M. Hanson & Associates, LLC, which is unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Ian Napiorkowski is a financial advisor with Ameriprise in La Crosse, WI, holding a Series 66 designation. He has one year of industry experience and previously worked at the La Crosse Country Club and Swanson Tennis Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies. Their approach involves collaborative, non-discretionary implementation supported by proprietary research, third-party data, and algorithmic tools.

Jacob Follansbee is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. His prior work includes roles in credit unions, universities, and technical colleges. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies.