Peter Anderson is a financial advisor with Ameriprise in Chanhassen, MN, holding a Series 63 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored planning, primarily focusing on assets held within Ameriprise-managed accounts.

Lou Matossian is a financial advisor at Ameriprise with five years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Fidelity Brokerage Services LLC and Morgan Stanley. Matossian serves on the board and parish council of St. Sahag Armenian Church. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Zachary Stegmiller is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he worked in the hospitality sector, including positions at Beach Bums Bar and Eatery and Olive Garden. 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 provides written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jared Jacob is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Wireless Lifestyle and Lifetouch Photography before joining Ameriprise in 2020. 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 written recommendations and ongoing advice. The firm’s approach involves a centralized service team utilizing proprietary research and tools, with recommendations implemented non-discretionarily in an investment framework influenced by affiliated products.

Madalyn Allison is a financial advisor at Ameriprise with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2020. Prior to joining Ameriprise, her experience includes roles at Genesis 10, Amazon, and various other companies. 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.

Sean Donnelly is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. His prior work includes roles at U.S. Bank, Northwestern Mutual, and Target, as well as time at the University of North Dakota. Outside of his advisory work, he is involved with Royal Ideas LLC. Ameriprise Financial Services is a large 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 focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines internal investment research, third-party data, and algorithmic tools, with recommendations implemented in collaboration with clients and their advisors.

Samuel Schraut is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously at Mindlance Inc, Farmers State Bank, and has experience in various roles at the University of Northern Iowa. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written Recommendation Reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Taylor Hansen is a financial advisor at Ameriprise in Eagan, MN, holding a Series 63 designation with 12 years of industry experience. He has been with Ameriprise since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Potas is a financial advisor at Ameriprise in Plymouth, MN, holding a Series 66 credential with two years of industry experience. His prior work includes roles at American Income Life-Globe Life, The Cheesecake Factory, The La Crosse Country Club, and Grizzly's Woodfired Grill. Ameriprise offers a retirement-income planning service aimed 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 uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithmically supported recommendations.

Jason Carver is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Allianz Life, Ummies, Minnesota State University Mankato, South Central College, and Pagliais. 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, combining proprietary research and algorithmic tools to provide tailored, tax-aware withdrawal strategies.

Anthony Hamlin is a Series 66-licensed financial advisor with Ameriprise in Minneapolis, MN. He joined Ameriprise in 2026 and has prior experience in various roles across multiple industries, including positions at Archer Daniels Midland Co. and Hyvee Inc. His background also includes entrepreneurial and community-related activities. 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 provides tailored recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Ethan Schammel is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work history includes roles outside the financial industry, such as positions at Red Lobster and Target, and attendance at the University of Minnesota-Duluth. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

William Duncan III is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Stellarpath Wealth Advisors and Chattanooga State Community College. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Olaniyi is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience at Minnesota State University, Mankato, and retail positions including Sam's Club and Walmart. Ameriprise serves clients generally with at least $1,000,000 in net investable assets, offering a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, primarily for assets managed within Ameriprise.

Jackson Mc Clain is a financial advisor at Ameriprise Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and State Farm. Outside of finance, he worked for YUM! Kitchen and Bakery during his earlier career. 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 dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Danny Gordon is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Buddi Inc. and has experience in education and retail sectors. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations through a centralized consulting team.

Nicholas Olmedo is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he was involved with several other businesses, including International Cigars and Minuteman Press. 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 through written recommendation reports and ongoing advice centered on dependable income sources and tax-aware withdrawal strategies.

Sean Little is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. Prior to joining Ameriprise in 2022, he worked at several companies including Aramark and DropCap Inc. Outside of finance, he operates a small catering business providing private chef services and is involved in internet domain name transactions and consulting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with specialized retirement income planning services that provide written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Logan Meyer is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with less than one year of industry experience. Prior to joining Ameriprise, he held various roles including positions at Leaf Filter and Target. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary research and third-party data to address income sources, withdrawal strategies, and Social Security options within a defined investment framework.

Eli Mostaert is a Series 66 licensed advisor with Ameriprise in Minneapolis, MN. He has been with Ameriprise since 2026 and has held prior roles outside finance, including a position with the Jacksonville Jaguars NFL and work at Coca-Cola Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service featuring written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.