Michael Greene is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Minneapolis, MN. He has worked with Ameriprise and its affiliated entities since 2005. Greene volunteers on a parish finance committee and serves as a board member for a local nonprofit organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Alfonzo Wright is a ChFC® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Golden Valley, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Wright owns and operates a small sports training business. Ameriprise is a large institutional firm that offers retirement-income planning services primarily to individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Jordan Patros is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing personalized Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by dedicated committees to support its advisory process, primarily serving clients with Ameriprise-managed accounts.

Cynthia Anderson is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise and its affiliated firms since 2008. Outside of her advisory role, she serves as a board member of the Field Regina Northrop Neighborhood Group, a community action organization in Minneapolis, and works as a fit model for retail apparel companies. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Stephanie Laliberte is a Series 66-credentialed financial advisor with Ameriprise in Minneapolis, MN, with 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers its services through a centralized consulting team in partnership with client advisors.

Gerrilee Hartman is a financial advisor at Ameriprise with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to her current role at Ameriprise, she worked at RiverSource Distributors Inc. for nine years. 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 advice focusing on dependable income sources and tax-aware withdrawal strategies.

Jennifer Remme is a financial advisor with Ameriprise in Forest Lake, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she serves as Chair of the board for The Njjuba Project, a nonprofit focused on fundraising to support education and health initiatives for underprivileged children in Uganda. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to generate tailored, non-discretionary income recommendations. The firm provides a broad array of advisory, brokerage, and insurance solutions through its affiliated entities.

Eric Ziegler is a financial advisor at Ameriprise in Fridley, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior work includes roles at Ameriprise Financial Services and GameStop. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers these services through a centralized team and integrates algorithmic automation alongside advisor input.

Jun Zhu is a Series 66-credentialed financial advisor with 10 years of industry experience, currently serving at Ameriprise since 2022. Prior to this, Zhu worked for The Leuthold Group from 2008 to 2021. Zhu holds passive employee ownership in a former employer but has no active duties related to that interest. Ameriprise specializes in retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Laura Christensen is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of her advisory role, she serves as a Den Leader and Secretary for a Cub Scouts troop. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kathryn Donovan is a financial advisor with Ameriprise in Minneapolis, MN, holding a CFP® certification along with Series 63 and Series 65 licenses. She has 29 years of industry experience, all with Ameriprise and its affiliated entities since 1999. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement income recommendations and annual planning advice focused on dependable income and tax-aware withdrawal strategies.

Peter Mayo is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at TIAA-CREF, PNC Investments, and LPL Financial. He is based in Minneapolis, MN. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Anderson is a financial advisor at Ameriprise in Minneapolis, MN, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, 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 deliver tailored recommendations through a centralized consulting team.

Angela Determan is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has prior work experience with companies including H.B. Fuller, Frontier Airlines, U.S. Bank, and Fastenal. Additionally, she has been involved with Orion ISO since 2014 and previously worked at ZaZa's Pub & Pizzeria. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thanh Tran is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 19 years of industry experience. He has been with Ameriprise and its related entities since 2006. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with personalized review to deliver these recommendations and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Paul Maniffa is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 65 credential and 14 years of industry experience. He previously worked at American Enterprise Investment Services Inc for six years and RBC Capital Markets for nine years. Outside his advisory role, Maniffa serves on the boards of Wallin Education Partners and NorthStar Education Finance, Inc., and is a partner in a retail baking business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Christopher Walz is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 63 designation and 14 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. from 2011 to 2020 and continued service within Ameriprise entities since then. Ameriprise offers a retirement-income planning service targeting individuals nearing 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 in its approach, with a focus on assets held in Ameriprise Managed Accounts and utilizes algorithmic automation overseen by a Retirement Income Oversight Committee.

Dillon Sterle is a financial advisor at Ameriprise in Minneapolis, MN, with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Eagle Strategies, New York Life, and Transamerica. Outside of finance, he works as a tennis official and umpire. 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 ongoing planning advice focused on reliable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Anthony Jarvis is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. He has worked at Ameriprise since 2017 and previously spent nine years with RBC Wealth Management. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds, providing tailored written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily for clients with assets managed by Ameriprise.

Roxanne Hagelberger is a financial advisor with Ameriprise in Woodbury, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Ameriprise since 2017 and previously held roles at Thrivent Financial and its affiliated entities. Outside of her advisory role, she serves on the board of the Donneybrook Farm Association, a nonprofit organization. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice primarily for clients holding assets in Ameriprise-managed accounts.