Lindsay Crick is a financial advisor at Ameriprise in Marquette, MI, holding a Series 66 designation. Lindsay has been with Ameriprise since 2026 and has prior experience as a self-employed professional and in full-time education. 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 written recommendations and annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Bill Rautiola is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Ameriprise. His prior experience includes roles at LPL Financial LLC, Wealth Strategy Group LLC, and Superior National Bank. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Knaffla is a financial advisor at Ameriprise with 15 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to his current role at Ameriprise since 2020, he was with Ameriprise Financial Services, Inc. for nine years. Knaffla serves on multiple nonprofit boards, including as Treasurer of the Lake Superior Community Partnership Foundation and Board President of Japhet School. Ameriprise is a large institutional firm offering retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts and the use of algorithmic tools to support its advisory process.

Katy Vogler is a CFP® professional with 11 years of industry experience, currently with Ameriprise Financial Services, LLC since 2022. Her prior roles include positions at LPL Financial LLC and Commonwealth Financial Network. Vogler serves as President of the Marquette County Police and Firefighter's Fund. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice.