Andrew Lien is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Inspiration Point and Epic Valet. Outside of his advisory role, he is employed at Surety Wealth Group, LLC, where he manages an advisory business. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Jeffrey Risbrudt is a financial advisor with Ameriprise in Moorhead, MN, holding a Series 66 designation and bringing eight years of industry experience. He has been with Ameriprise and its affiliate since 2016. Outside of his advisory role, he serves on the Board of Directors for Triumph Elder Board and coaches football at Park Christian School. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to develop tailored income plans. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

David Mc Gatlin is a financial advisor at Ameriprise in West Fargo, ND, holding a Series 66 designation with four years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Cornerstone Bank, and BNSF Railways. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew De Vries is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. Prior to this, he worked at Edward Jones for 14 years. Outside of his advisory role, he is involved as a high school volleyball and basketball public address announcer at Park Christian School. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, utilizing a combination of research, modeling, and tax-efficiency analysis to support retirement income strategies.