Stephen Palen is a financial advisor with Ameriprise in Rochester, MN, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Palen is involved in business management and recruiting through Peak Management LLC. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through its large institutional platform.

Alexa Grupa is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Her prior roles include positions at Merrill and Bank of America, N.A. She is also a registered team member at Pinnacle Private Wealth Group, where she manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations delivered through a centralized consulting team.

Kayla Erie is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2017 and previously spent one year at Enterprise Rent-A-Car. Erie is also involved in independent insurance brokering, specializing in Medicare Supplement and health plans. 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 provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies.