Brian Martin is a CFP® professional with 18 years of experience in the financial services industry. He has been with Ameriprise since 2007, serving in various capacities within the firm. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Kaitlyn Monson is a financial advisor at Ameriprise with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2013. 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 ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Scott Dewitz is a ChFC® credentialed financial advisor with Ameriprise, based in Oronoco, MN, and has 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice, delivering these services through a centralized retirement-income consulting team working alongside financial advisors.

Lynn Dewitz is a financial advisor with Ameriprise in Rochester, MN, holding a Series 63 designation and 36 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.