Jordan Esch is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Fred Lawless II is a CFP® and ChFC® with 33 years of industry experience, currently advising at Ameriprise in Shoreview, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is an owner of LCBO, LLC, a business that manages aspects of his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research, algorithmic tools, and collaboration between a centralized service team and individual advisors.

Mark Tollander is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm location in Shoreview, MN. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, non-discretionary recommendations.

Bryce Brettingen is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he held various roles including positions at the City of Duluth and University of Minnesota Duluth. Ameriprise Financial Services is a diversified advisory firm that serves individual and institutional clients and offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized team to produce retirement income plans that incorporate investment research, third-party data, and algorithmic tools.