Jaime Mueller is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 66 designation and 2 years of industry experience. She has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, with a focus on assets held in Ameriprise Managed Accounts, and delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Yaggie is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing 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 tailored, non-discretionary advice through a centralized consulting team.

Bryan Drager is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Oshkosh, WI. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Taxolutions LLC, a tax preparation business. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to offer tailored, non-discretionary retirement income advice.

Sophia Artus is a financial advisor at Ameriprise in Oshkosh, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2020, she worked at O.E.C. Graphics and Duluth Trading Company. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing 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 tailored retirement income recommendations through a centralized consulting team.

Joseph Mann is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Amy Vetrone is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. She has worked at Ameriprise since 2019 and previously spent five years at First National Bank of Berlin. Outside of her advisory role, she serves as Treasurer for the St John Lutheran School PTL and is President of the Professional Women's Connection of Ripon/Green Lake. Amy is also a consultant for Tastefully Simple. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to create personalized recommendation reports.

David Detjen is a financial advisor with Ameriprise in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Ameriprise and its related entities since 2005. In addition to his advisory role, Detjen provides executive coaching services through Advisor Legacy, focusing on business systems and processes for other advisors. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement who meet specific asset thresholds. The firm combines research-driven, non-discretionary recommendations with algorithmic automation and a centralized consulting team to deliver tailored income strategies that incorporate tax efficiency and Social Security options.