Timothy Connolly is a financial advisor with Ameriprise in Fridley, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

Jack Genereaux is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2019 and previously was employed at American Insurance Agency and Butternut Hills Golf Course. 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 in a structured approach, delivering non-discretionary recommendations through a centralized consulting team.

Scott Wilkins is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to his advisory work, he has been involved with Andover Building & Development Corporation since 1982. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, supported by a centralized consulting team and algorithmic automation, while providing a broad range of advisory, brokerage, and insurance solutions.

Laura Gerke is a Series 66-licensed financial advisor with Ameriprise in Minneapolis, MN, and has 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, which includes a written Recommendation Report and ongoing advice based on research, third-party data, and algorithmic tools.

Daniel Bennett is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He worked at Riversource Distributors, Inc. for 15 years before joining Ameriprise in 2023. 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 recommendation reports and ongoing retirement-income planning advice, focused on dependable income sources and tax-aware withdrawal strategies.

Robert Hessler is a financial advisor with Ameriprise in Farmington, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Hessler serves as a referee for women's lacrosse. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with substantial 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 support these plans, with an emphasis on assets held in Ameriprise Managed Accounts.

Brenda Vaughn is a financial advisor with Ameriprise Financial Services, holding CFP® and Series 66 credentials and bringing 37 years of industry experience. She has worked with Ameriprise since 2005, including roles at both Ameriprise Financial Services, Inc. and American Enterprise Investment Services, Inc. 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 recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ross Frederickson is a financial advisor at Ameriprise in Eagan, MN, with 28 years of industry experience. He has been with Ameriprise since 2020 and previously worked for American Express Financial Advisors Inc. for 20 years. He holds the Series 63 designation. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

James Pinkerton is a financial advisor at Ameriprise in Minneapolis, MN, with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ameriprise and Wells Fargo in various capacities throughout his career. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, including tailored Recommendation Reports and ongoing tax-aware withdrawal strategies.

Lori Busch is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 63 designation and 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient withdrawal strategies to provide written recommendation reports. The firm serves a broad client base and provides a range of advisory, brokerage, and insurance solutions through affiliated entities.

Bradley Newbauer is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2014. Outside of his advisory role, he owns and manages a cabin rental business, handling janitorial duties and bookkeeping. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.

Dana Roberts is a financial advisor with Ameriprise in Richfield, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Roberts also serves as a FINRA arbitrator. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Tanya Klimpel is a financial advisor at Ameriprise in Woodbury, MN, holding a Series 63 designation with 27 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2011. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Thell is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 66 designation and six years of industry experience. She has worked at Ameriprise since 2017, including time at Ameriprise Financial Services, Inc., and previously at KeyStone Search. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities and uses a combination of algorithmic automation and oversight to generate tailored retirement income recommendations.

Jason Atwater is a CFP® professional with 13 years of industry experience, currently advising at Ameriprise in Minneapolis, MN. His prior roles include positions at ICMA-RC Services, LLC, Shoreline Financial Advisors, LLC, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides tailored written recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Pierre Lind is a CFA® charterholder with 18 years of industry experience. He has been with Ameriprise since 2011, currently serving as a financial advisor in Centerville, MN. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools, to help clients manage income sources and withdrawal strategies.

Michael Adams is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2015, including time at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC, and has also been employed at Life Time Athletic. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach incorporates proprietary and third-party research, algorithmic tools, and a structured product lineup with defined enrollment criteria for its retirement income program.

Travis Rothstein is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bank, U.S. Bancorp Investments, and Northwestern Mutual. Rothstein is based in Woodbury, MN. Ameriprise offers a retirement-income planning service primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jingjing Feng is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing proprietary research and algorithmic tools.

Matthew Berg is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 12 years of industry experience. He is currently with Ameriprise Financial Services and previously worked at RBC Capital Markets, LLC for 10 years. Berg serves as treasurer on the board of a local homeowners association. 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 Recommendation Reports and ongoing annual advice focused on retirement income planning, utilizing a combination of proprietary research, third-party data, and algorithmic tools.