Timothy Ross is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His work history includes positions at Ameriprise Financial Services, Inc. from 2009 to 2020 and American Enterprise Investment Services Inc. since 2021. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Chestine Hutchinson is a financial advisor with Ameriprise in Plymouth, MN, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed 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 customized, non-discretionary retirement income advice through a centralized consulting team.

Matthew De Leon is a CFP® professional with 15 years of experience in financial advising. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Based in Plymouth, MN, he currently serves clients through Ameriprise. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports tailored to clients’ income planning needs.

Kevin Mc Devitt is a financial advisor at Ameriprise with 26 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Ameriprise in 2025, he worked for RBC Capital Markets Corporation for 17 years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, with a centralized team delivering non-discretionary advice in coordination with client advisors.

Lori Joyce Driscoll is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Outside of her advisory role, she owns and manages a short-term rental property with a separate entrance. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering personalized, research-driven recommendation reports through a centralized consulting team. The firm combines advanced modeling and tax-efficiency analysis and provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Michael Davison is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. 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.

Adam Johnson is a financial advisor with Ameriprise in Woodbury, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christel Ingles is a financial advisor with Ameriprise in Minneapolis, holding a Series 66 designation and eight years of industry experience. She previously worked at Northwestern Mutual - Columns Resource Group from 2010 to 2018 before joining Ameriprise. 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 through a written Recommendation Report and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data to support tax-aware withdrawal strategies and Social Security claiming options.

Thomas Westlund is a financial advisor with Ameriprise in Excelsior, MN, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to provide tailored, algorithm-assisted recommendations primarily for assets managed within Ameriprise accounts.

Christopher Olson is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered by a centralized consulting team in partnership with financial advisors.

Benjamin Lacroix is a financial advisor at Ameriprise in Saint Paul, MN, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering personalized, non-discretionary recommendations through a centralized consulting team.

Eric Meyer is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 designations and 28 years of industry experience. He has worked at Ameriprise and its affiliated entities since 1998. Outside of his advisory role, he serves as a trustee and fiduciary managing financial accounts for his father. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing tax-aware advice. The firm’s approach incorporates proprietary research and third-party data to address asset allocation, withdrawal strategies, and Social Security options within a defined investment universe.

Gregory Carr is a financial advisor with Ameriprise in Independence, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with American Enterprise Investment Services Inc since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a combination of research, modeling, and algorithmic support to deliver these non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Bennett Cooper is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with Ameriprise since 2015. Cooper serves on the board of the Piper Athletic Association and is involved with the MJW Group LLC in an advisory capacity. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through a combination of investment research, third-party data, and algorithmic tools. The firm’s approach includes tax-aware withdrawal strategies and proprietary managed account options within a defined product framework.

Eric Deans is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2016, following prior roles at Wells Fargo Advisors, Wells Fargo Clearing, and Equitable Advisors. 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 and tax-aware withdrawal strategies.

Jeanne Chapple is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at Cetera Advisor Networks LLC and AdvisorNet Financial. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed, research-based recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines automated modeling with advisor oversight and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Curtis Larson is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 63 designation and has been with Ameriprise in various capacities since 2006. Outside of his advisory role, he is employed in a caregiving capacity, providing daily care for his disabled child. 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.

Emma Rasmussen is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Ameriprise, she worked at Twin Cities Business, Epicor, U.S. Bank, Alliance Health Care, BMO Harris Bank, and the University of Wisconsin - La Crosse. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, 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, delivering recommendations through a centralized consulting team and emphasizing products from affiliated firms.

Andrew Hogan is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. since 2009 and American Enterprise Investment Services Inc since 2022. Ameriprise Financial Services is a large, diversified advisory 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 reliable income sources and tax-aware withdrawal strategies.

Kaeli Williams is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, she was involved with several nonprofit organizations focused on community justice and support initiatives. Ameriprise Financial Services is a large, diversified advisory firm serving both 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.