Maia Wright is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. She has been with Ameriprise since 2020 and previously worked at Fathom Advisors, an Ameriprise Financial affiliate, from 2012 to 2020. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Danielle Kaercher is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and 66 designations and 29 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2010. 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, utilizing a collaborative, non-discretionary approach informed by proprietary research and third-party data.

Kevin Taylor is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Nationwide Investment Services Inc. Outside of finance, he owns an event planning and entertainment business where he provides DJ and voiceover services for events such as weddings and conventions. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Brandon Bardal is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2017. Prior to his financial services career, he worked at Finkbine Golf Club and attended the University of Iowa. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Tracy Gehrke is a financial advisor with Ameriprise in Fort Myers, FL, holding a Series 66 designation and bringing 15 years of industry experience. Prior to joining Ameriprise in 2023, Gehrke worked for Riversource Distributors Inc. for nine years. Gehrke also supports financial advisors through Summit Management, assisting with meeting preparation, client contact, scheduling, and trade support. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a large client base through a variety of advisory, brokerage, and insurance solutions typical of an institutional firm.

Robyn Eisinger is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has been with Ameriprise and its affiliate since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jason Walters is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following an 11-year tenure at RBC Capital Markets. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Todd Neils is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and with 13 years of industry experience. He has been with Ameriprise and its affiliated entity since 2014. Outside of his advisory role, he owns and operates a woodworking retail business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides non-discretionary, research-driven recommendations focused on income stability and tax-aware withdrawal strategies for clients approaching or in retirement.

Thor Nelson is a Series 66 licensed financial advisor with Ameriprise in Minneapolis, MN, bringing 20 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of advisory duties, he is a member of an investment real estate LLC and owns a rental unit managed by an outside company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Daugherty is a financial advisor with Ameriprise Financial Services in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its related entities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendations and ongoing guidance focused on dependable income sources and tax-aware withdrawal strategies.

Tyler Vogel is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he was involved with the University of Minnesota Student Union Association and has volunteered with the Roseville Area Youth Hockey Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with 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.

Thomas Shovan is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials with 19 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services since 2012. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and automated tools overseen by dedicated committees.

David Marsh is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching 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 to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michelle Di Pippo is a financial advisor at Ameriprise Financial Services with nine years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes nine years at Raymond James & Associates and one year as a self-employed advisor before joining Ameriprise in 2026. Ameriprise 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, delivering written Recommendation Reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

William Meyer is a ChFC® credentialed financial advisor with 24 years of industry experience. He has been with Ameriprise since 2015, currently based in Eagan, MN. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Gregory Sparber is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he serves as a trustee for family and personal trusts, a fiduciary role unrelated to investment management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, including a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Anna Scherschligt is a financial advisor at Ameriprise in Minneapolis, MN, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at American Enterprise Investment Services Inc. and Ameriprise Financial Services, Inc. Outside of advising, she is involved as an agent in direct sales of cleaning products through Norwex. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Peter Gennrich is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2010. He serves on the board of directors for Summit Academy OIC, a nonprofit organization. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Emily Leighton is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. 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 provide written, non-discretionary recommendations, emphasizing the use of Ameriprise-managed accounts and algorithmic tools to support its advisory process.

Brady Solheid is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation. He has one year of experience at Ameriprise and previously worked in roles outside the financial advisory industry, including education and hospitality. 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.