Katelyn Stauffenecker is a financial advisor with Ameriprise in Greenbush, MN. She holds a Series 66 designation and has experience in financial services dating back to 2017, including seven years at Sally Wolff State Farm. Prior to her advisory career, she worked at Lincoln High School for four years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, non-discretionary advice, primarily for clients with assets in Ameriprise-managed accounts.

Mark Presteng is a CFP® and ChFC® with 22 years of experience in financial advising, currently with Ameriprise Financial Services since 2018. He has been with Ameriprise and its predecessor entities since 2003. Outside of his advisory role, he serves on the Board of Directors for the Association of Free Lutheran Congregations and is involved in tax preparation through Heritage Tax Solutions LLC. Ameriprise Financial specializes in retirement-income planning for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily through its centralized retirement-income consulting team.

Timothy Fugleberg is a financial advisor with Ameriprise in Roseau, MN, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2017, including its affiliated financial services entity, and previously worked in education and operated a landscaping business. Fugleberg serves as president of the board of Rose Lutheran Church. Ameriprise is a large institutional firm offering a retirement-income planning service for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate customized, non-discretionary recommendations delivered through a centralized consulting team.