Grant Melquist is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 14 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is involved in retail sales as a proprietor alongside his wife. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver non-discretionary, algorithm-supported recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Benjamin Bird is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Bird Asset Management, LLC, and Mann Mortgage, LLC. He is also employed as an associate financial advisor at Elevate Management, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice and personalized recommendation reports focused on dependable income and tax-aware withdrawal strategies.

Michael Daugherty is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and 46 years of industry experience. He has been with Ameriprise and its predecessor firms since 1979. Outside of advisory work, he has partial ownership in a commercial real estate building in Canton, Ohio. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Eugene Kubik is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Kubik serves on the board of the nonprofit Spring of Hope. 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 retirement planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Douglas Dinzik is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. 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 written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Addeson Moh is a Series 66-licensed financial advisor with 12 years of industry experience, currently practicing at Ameriprise in Camas, WA. He has been with Ameriprise since 2014 and is a co-owner of CANI LLC, through which he manages his advisory business. Moh also serves on the Advisory Committee of the Brian Grant Foundation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Phillip Buckner is a financial advisor with Ameriprise in Sugar Land, TX, holding Series 63 and Series 66 registrations and having 30 years of industry experience. He has been with Ameriprise and its predecessor firm since 2009. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jonathan Allen is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services, U.S. Bancorp Investments, and US Bank. Outside of Ameriprise, he serves as an Associate Financial Advisor at BFM & Associates, advising clients on financial planning and investment strategies. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and emphasizes the use of proprietary funds and algorithmic automation in its approach.

Lawrence Stevens is a financial advisor with Ameriprise in New Hope, PA, holding a Series 66 designation and two years of industry experience. He previously worked at Omnicare and Amazon, and has been involved with Penn Wealth Accounting Group, focusing on tax preparation and managing an advisory business. Stevens's background also includes experience at Rutgers University and engagement with Resica Falls Scout Reservation. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice. The firm uses a combination of internal research, third-party data, and algorithmic tools to provide non-discretionary recommendations focused on income sources, tax-aware withdrawals, and Social Security options.

Matt Heffernan is a financial advisor with Ameriprise in Harlingen, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise since 2004. Outside of his advisory role, Heffernan serves as the finance chair on the board of directors for United Way in Harlingen. 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 annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Peter Tuffy is a financial advisor with Ameriprise in Yonkers, NY, holding Series 63 and 65 licenses and bringing eight years of industry experience. He has been with Ameriprise since 2016 and also operates Tuffy & Associates, a business active since 2003. Outside of his advisory roles, he is involved in fiduciary activities and serves as an agent named in a health care directive or living will. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, combining automated algorithms with oversight from a dedicated retirement income consulting team.

Holly Tomski is a financial advisor with Ameriprise in Charlottesville, VA, holding a Series 66 designation and six years of experience at the firm. Her prior work includes roles at Ready.Set.Live! and periods as a stay-at-home parent. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Russell Price is a financial advisor with Ameriprise in West Bloomfield, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

Gavin Craig is a financial advisor with Ameriprise in Roseville, MN, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with Ameriprise and its affiliates since 1995. He is co-owner of GMW Management LLC and owner of Gavin Craig LLC, both involved in managing his Ameriprise business outside of trading hours. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning based on comprehensive investment research and ongoing advice.

Lee Amiot is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 13 years of industry experience. Amiot has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jonathan Petty is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial, Emphasize Financial Planning, and Arkansas Farm Bureau Insurance. Outside of advising, he owns and operates Chase Petty Cattle Farm in Walnut Ridge, Arkansas. Ameriprise serves clients primarily through its retirement-income planning service, which targets individuals nearing or in retirement with significant investable assets. The firm utilizes a combination of research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Nancy Wallace Ruffin is a financial advisor with Ameriprise in Cedar Hill, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Myers is a financial advisor with Ameriprise in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Myers serves on the Endowment and Stewardship Committees at Christ Lutheran Church in Hellertown, PA. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed, research-backed recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with advisor input to deliver personalized retirement plans within a large institutional framework.

Kathleen Shea is a financial advisor with Ameriprise in Biddeford, ME, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its predecessor entities since 1993. Outside of her advisory role, she is involved in affordable housing through Affordable Maine Homes, LLC, which renovates homes for resale, and serves on the Board of Directors for the Biddeford Saco Rotary. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income reliability and tax-aware withdrawal strategies. The firm’s retirement income service uses third-party data and proprietary tools, with implementation led by clients and their advisors within a structured investment approach.

Todd Leo is a financial advisor with Ameriprise in Milford, NH, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a past president on the board of the Rotary Club of Milford and works as a SCUBA assistant instructor. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.