Alexander Cowan is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, Merrill, and Northwestern Mutual. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports delivered through a centralized consulting team.

Callie Gracie is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has previously worked at firms including LPL Financial, Cetera, Charles Schwab, and TD Ameritrade. 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 for clients approaching or in retirement.

Braden Hubbard is a financial advisor with Ameriprise in Lino Lakes, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, focusing on managed accounts and employing algorithmic tools overseen by a dedicated committee.