Caleb Barrett is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2017, previously working at Thrivent Financial and Thrivent Investment Management. 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 tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Daniel Getsch is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns and manages FFG Advisors LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.