Samuel Vaughan Jr. is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Northeastern Securities, Inc. and San Blas Securities. Vaughan serves as an advisory member of the Texas Association of Counties Investment Education Committee, where he presents on topics related to public funds investment and recordkeeping. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Robert Englehardt is a financial advisor with Ameriprise in Nashville, TN, holding a Series 66 designation. He has worked in the financial industry since 2023, including positions at Baird and Ameriprise, and has a background in education at Western Kentucky University and McLean County High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning with a written Recommendation Report and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with enrollment requiring a minimum level of investable assets and the inclusion of Ameriprise managed accounts.

David Mickelson is a financial advisor with Ameriprise in Kearney, NE, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves on the Board of Directors for Kearney/Buffalo County CASA. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations.

Sean Stephenson is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. His career includes roles at Ameriprise Financial Services, Fisher Investments, Merrill, and BB&T. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service, which offers written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

David Billingslea is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the board of directors for the Timberline Professional Center Association and is involved in real estate management through business ownership. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm provides tailored, research-driven recommendations that address income, Social Security, and tax strategies, supported by a centralized consulting team and algorithmic tools.

Tristen Shackelford is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, he held various roles including positions at Logie's On Mass, the University of Kansas, and Soccer Master. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized retirement-income consulting team.

Claudia Cardona is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its related entities since 2015. Outside of her advisory work, she owns a retail business called Shopsy Queen and is also a professional singer. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning, supported by a centralized team and proprietary research tools.

Jeffrey Cornelius is a Financial Advisor at Merrill Lynch Wealth Management. He brings seven years of experience across Bank of America and Merrill, with a background including banking, lending, and wealth management. This diverse experience enables him to advise clients with a comprehensive perspective on financial decision-making. Jeffrey works closely with individuals and families to develop personalized financial strategies that address investments, liquidity needs, credit strategies, and long-term planning objectives. His approach is centered on thoughtful planning and informed decision-making, helping clients navigate financial opportunities and challenges with confidence. His areas of focus include college education planning, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and retirement income. He holds a Bachelor's Degree from the College of Coastal Georgia and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, Jeffrey enjoys antiquing, football, golfing, and spending time with his family.

Michael Silk is a financial advisor with Ameriprise in Centerville, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide non-discretionary, algorithmically supported recommendations primarily for assets held in Ameriprise-managed accounts.

Julie Keating is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise and its affiliate since 2005. Outside of her advisory role, she serves on the Mille Lacs Band Board of Corporate Commissions, contributing to small business development for Band members. 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 clients with tailored retirement income planning and ongoing advice, utilizing a combination of investment research and third-party data.

Gary London is a financial advisor with Ameriprise in Northfield, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services, primarily to clients with Ameriprise-managed assets.

Terry Doyle is a financial advisor with Ameriprise in Richardson, TX, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, Doyle manages several business entities related to his practice and land holdings, including farming operations in Texas. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing tailored, research-driven recommendations on income, Social Security, and tax strategies. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jason Kraemer is a CFP® professional with 23 years of experience in the financial services industry. He has been with Ameriprise since 2002, currently serving as an advisor at their Plover, WI office. Outside of his advisory role, he is co-owner of EEHC Solutions LLP, a business involved in health insurance sales including Medicare and Marketplace insurance. Ameriprise provides retirement-income planning services aimed at clients nearing or in retirement who meet specific asset criteria. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendation reports, combining modeling and tax-efficiency analysis, with a focus on assets held in Ameriprise Managed Accounts.

Heidi Fifield is a financial advisor with Ameriprise in Solana Beach, CA, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at OSAIC, Woodbury Financial Services, and First Command. In addition to her advisory work, she is a Certified Divorce Financial Analyst and assists clients with Medicare enrollment and insurance needs. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice.

Joan Coke is a financial advisor with Ameriprise in Ocala, FL, holding the Series 63 designation and bringing 39 years of industry experience. She has been with Ameriprise since 1986, including its predecessor entities, and currently owns the building housing her Ameriprise office. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations primarily for clients with significant investable assets under management.

Andrew Jarvis is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2015. 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 options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations primarily for clients maintaining assets in Ameriprise Managed Accounts.

Roger Goin is a financial advisor with Ameriprise in Kingsport, TN, holding Series 63 and Series 65 designations and 40 years of industry experience. He has been with Ameriprise Financial Services since 2005, including his current role at Ameriprise starting in 2020. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Connell Lee is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise since 2011, including its predecessor Ameriprise Financial Services, Inc. Outside of his advisory role, Lee teaches financial planning topics such as retirement and investing through adult education programs in Fairfax and Loudoun counties. Ameriprise is a large institutional firm offering a retirement-income planning service primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lindsey Maphumulo is a financial advisor with Ameriprise based in Ferndale, WA, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she is employed by Scannell LLC as a Private Wealth Advisor. Ameriprise provides a retirement-income planning service geared toward individuals approaching or in retirement with significant investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Scott Campbell is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliated entity since 2011. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice, supported by a centralized consulting team and algorithmic automation.