David Haefelin is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2001. Outside of his advisory role, he owns Haefelin Consulting, a consulting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. Their approach integrates proprietary research, third-party data, and algorithmic tools within a defined investment framework.

Thomas Palumbo is a Series 66-licensed financial advisor at Ameriprise with two years of industry experience. His prior work includes roles at Wintrust Financial Corporation, Glen Ellyn Bank & Trust, and Elmhurst University. 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 focuses on tax-aware withdrawal strategies and dependable income sources.

Scott Selfa is a financial advisor with Ameriprise based in Chicago, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial and Influential, as well as time spent at the University of Oregon. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Lee Kalotta is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Bank of America for nine years and was affiliated with Kingsbury Capital Investment Advisers and Spencer Trask between 2013 and 2018. Outside of advisory work, he is co-owner of Pena Kalotta LLC, a non-investment-related business. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides specialized, tax-aware retirement planning through a combination of proprietary research and third-party tools.

Leonard Johnson is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Oakbrook Terrace, IL. His prior work includes roles at Ameriprise Financial Services, Inc. and SagePoint Financial. Outside of his advisory work, he serves on the Board of Directors for Collaborative Divorce Illinois and owns LTJ Mediation, a divorce mediation service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Caroline Dwyer is a financial advisor at Ameriprise with 17 years of industry experience. She has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2004. Outside of her advisory work, she has real estate ownership interests unrelated to investment activities. Ameriprise serves clients primarily through retirement-income planning, offering tailored strategies for individuals with significant investable assets, and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alex Van Steenhuyse is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and one year of industry experience. His background includes roles at Haverkamp Properties, GreenState Credit Union, CA Ventures, and Under Armour, as well as academic experience at the University of Iowa's Tippie College of Business. 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 dependable income sources and tax-aware withdrawal strategies.

Christina Rupp is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and the Law Offices of Peter G. Limperis. Outside of her advisory role, she owns and operates Bedrock Tack LLC, a consignment store. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Amber Weber is a financial advisor with Ameriprise in Oakbrook Terrace, IL. She holds a Series 66 designation and has been with Ameriprise since 2024. Prior to joining Ameriprise, she worked at the University of Colorado Boulder and at Jordan Marina. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides a written Recommendation Report and ongoing annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Megan Schetz is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Ameriprise, she worked at Innovia Wealth and has experience in the beverage distribution industry as well as various educational institutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual advice on income sources and tax-aware withdrawal strategies.

Tony Haeussler is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2026, he spent 14 years at J.P. Morgan Securities. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Patrick Mottley is a CFP® and CFA® credentialed financial advisor with nine years of industry experience. He has worked at Ameriprise since 2017, following six years at US Bank. Mottley is CEO of Mottley Inc., an S Corporation established to manage his Ameriprise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Alexandra Keck is a CFP®-certified financial advisor with Ameriprise in Westmont, IL, and has nine years of industry experience. She has worked at Ameriprise since 2015, including its affiliated entities, and briefly at LPL Financial in 2024. Ameriprise offers a retirement-income planning service tailored to 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 delivered by a centralized consulting team, with an emphasis on assets held in Ameriprise-managed accounts.

Casey Kelly is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, Kelly spent time working at Carmel Financial Advisors and has a background in education with roles at Butler University, Terre Haute North Vigo High School, and St. Patrick Elementary & Middle School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice, including written Recommendation Reports and annual reviews focused on income sources and tax-aware withdrawal strategies.