Advisor Practice with More Than $270 Million in Assets Joins Ameriprise Financial for Technology, Growth and Succession Planning Support

Johnson Stivender Wealth Advisors join the independent channel of Ameriprise from Raymond James Financial Services

MINNEAPOLIS--(BUSINESS WIRE)--Private wealth advisory practice Johnson Stivender Wealth Advisors recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Raymond James Financial Services, Inc. in Sebring, Fla., with more than $270 million in client assets. The practice is led by private wealth advisors Dusty Johnson CFP^®, APMA^®, Craig Johnson and Travis Stivender, and includes operations manager Michele Bednosky and client relationship specialist Kristin Johnson.

After more than 25 years with their previous firm, Johnson Stivender Wealth Advisors was looking for a firm that would be a strategic partner to help them build and execute an achievable succession plan while preserving the high-touch service model their clients have come to expect. They also wanted access to resources, technology and support necessary to continue growing their client base. Ameriprise's combination of advisor support, growth opportunities and succession planning solutions ultimately aligned with their vision for the future of their practice.

The team shared the top reasons why they joined Ameriprise:

• Industry-leading AI, technology and client experience: “One of the most attractive aspects of Ameriprise was its robust technology platform and the user-friendly digital experience available to clients," said Dusty Johnson. "We wanted a firm that could help us deliver an even better experience for our clients, and Ameriprise stood out. The firm’s integrated technology makes it easier for clients to stay connected to their financial plans while helping our team operate more efficiently.”
• A proven track record of helping advisors grow their practices: “Ameriprise has a demonstrated commitment to helping advisors grow through both organic client acquisition and external practice acquisitions," said Stivender. "The firm's coaching, marketing support and growth-oriented culture give us confidence that we can continue expanding our client base while maintaining the personalized service that has always defined our practice.”
• Succession planning support: “One of the biggest factors in our decision was finding a firm that could help us thoughtfully prepare for the future of our business," said Craig Johnson. "Ameriprise offers a well-established succession planning process that gives us confidence we can continue serving clients seamlessly for years to come while building a sustainable business for the next generation.”
• Comprehensive financial planning capabilities: “We are excited about the opportunity to deepen our financial planning relationships with clients through Ameriprise's comprehensive suite of planning tools and resources," said Stivender. "As clients navigate a more complex financial landscape, these capabilities will help us provide even more personalized, goals-based advice.”

“Joining Ameriprise marks an exciting new chapter for our practice, but our commitment to our clients remains unchanged,” said Dusty Johnson. “For more than two decades, we've built our business on personalized service, trusted advice and lasting relationships. Ameriprise gives us the technology, resources and long-term support to strengthen that commitment, continue growing our practice and deliver an even better experience for the individuals and families we serve.”

Johnson Stivender Wealth Advisors provides comprehensive advice to clients to help them achieve the goals they have for themselves and their families. The practice is supported locally by Ameriprise Franchise Field Vice President Sabrina Sabate and Ameriprise Regional Vice President Michael Barker.

Ameriprise has continued to attract experienced, productive financial advisors, with approximately 1,700 joining the firm in the last 5 years.¹ To find out why experienced financial advisors are joining Ameriprise, visit ameriprise.com/why.

About the Ameriprise Ultimate Advisor Partnership

The Ameriprise Ultimate Advisor Partnership offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company’s culture of support and independence, the Ultimate Advisor Partnership enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years². With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

¹ Ameriprise Financial 2025 10-K

² Company founded June 29, 1894

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Services, LLC is an Equal Opportunity Employer.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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