Charles Lawrence is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following prior roles at Cedar Ridge Wealth Management Group Ltd, Stepping Stone Marketing Inc, and Waddell & Reed, Inc. He serves on the Board of Directors for the Long Lake Lake Association and is Treasurer of the Jason DeRousseau Family Legacy Foundation, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income, 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 in partnership with its financial advisors.

Daniel Genereaux is a Series 66 licensed financial advisor with Ameriprise, based in Rice Lake, WI, and has 23 years of industry experience. He has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he serves on the Board of Directors and acts as Treasurer for the Field of Dreams Hunt Program and the Men's Industrial Golf League Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and annual follow-up advice focused on income sources and tax-aware withdrawal strategies.

Kirk Brettingen is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He worked at Ameriprise Financial Services, Inc. from 1996 to 2020. Outside of his advisory role, he owns KBBG LLC, which holds an office building in Rice Lake, WI. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.