Jonathan Jones is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Affinity Plus Federal Credit Union, Edina Country Club, and the University of St. Thomas. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports alongside a broad range of advisory, brokerage, and insurance solutions.

Andrew Lindberg is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jayda Jeske is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. Based in Minneapolis, MN, her prior work includes roles in the food and retail sectors, and she also operates a resale clothing business on Depop. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jared Lowe is a financial advisor with Ameriprise in Minneapolis, MN, holding the Series 65 and Series 66 designations and has 21 years of industry experience. He has been with Ameriprise and its related entities since 2014. In addition to his role at Ameriprise, he is involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning and recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Moritz is a financial advisor with Ameriprise Financial Services LLC in Minneapolis, MN, holding a Series 66 credential and having two years of industry experience. Prior to joining Ameriprise, he worked in various roles including with East West Resorts LLC and Southside Benderz. Outside of his advisory work, he has been involved as a brand ambassador for The Free Agency, assisting with event logistics for the Nature Valley-sponsored GoPro Games in Vail, Colorado. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources, utilizing proprietary investment research and third-party data to guide recommendations.

Brittany Edwards is a financial advisor at Ameriprise with Series 63 and 65 licenses and five years of industry experience. She has held roles at Ameriprise and Edward Jones and serves as president of the Hennepin Flats Homeowners Association board. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on tax-aware withdrawal strategies.

Katherine Mc Gann is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has a background that includes entrepreneurial work with Wally's Falafel and Hummus and Tiny Footprint Coffee, as well as roles in education and community organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kurta Beyan is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 credential with one year of industry experience. Prior to joining Ameriprise, Kurta worked at Uber and has experience in caregiving and human services, including part-time work assisting residents with medication and daily living needs. Kurta also works as an independent contractor delivering food through Grubhub and drives for Uber outside of advisory hours. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research-driven, tax-efficient strategies with algorithmic tools and personalized advice to deliver comprehensive retirement income recommendations.

Madelyn Magson is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning her industry experience in 2025. Prior to joining Ameriprise, she worked in various roles across hospitality and education, including positions at Dampfwerk Distilling Co, Barrio Tequila Bar, and Viterbo University. Her background includes a mix of business operations and service industry experience. 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 that incorporates tax-aware withdrawal strategies and Social Security claiming options.

Adam Speer is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Phillip Erickson is a financial advisor at Ameriprise in Roseville, MN, holding a Series 66 designation with no prior industry experience. Before joining Ameriprise in 2025, he worked in education for several years at Anoka Hennepin School District, Mounds View Public Schools, and Concordia University - St. Paul. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis.

Cameron Kurr is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Domino’s Pizza and University of Duluth. Ameriprise Financial Services is a large 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Adam Seavey is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. 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 options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients with substantial assets managed within Ameriprise accounts.

Amanda Petri is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. She has worked at Ameriprise since 2019 and previously worked at Thrivent Investment Management and Thrivent Financial. Outside of advising, she is involved in client service support and business administration for her practice through a non-investment role with May, 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Chinmay Sahu is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2023, he gained experience through roles at the University of Minnesota and Unique Wealth Strategies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.