Beth Monahan is a financial advisor at Ameriprise with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise since 2019, with prior experience at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service for individuals 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 recommendations, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Mark Silbert is a financial advisor at Ameriprise Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. 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.

Eugene Weinstein is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Fidelity Investments for 11 years. Outside of his advisory role, he manages an operating LLC related to the expenditures of his financial planning business. Ameriprise is an institutional firm serving clients approaching or in retirement, offering retirement-income planning services that include written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling techniques with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients with significant assets under management at Ameriprise.

Jeffery Wallace is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Lakeland, FL. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset criteria, offering detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and automated tools, focusing on clients with Ameriprise-managed assets.

Rozina Rupani is a financial advisor at Ameriprise with 13 years of industry experience. She holds the Series 66 designation and has worked at multiple firms including U.S. Bancorp Investments, LPL Financial, and Kinecta Financial & Insurance Services. Rupani also has outside employment as a registered client associate with Kinecta Federal Credit Union. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and asset management within Ameriprise accounts.

Jonathan Lopez is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Ameriprise in 2026, he was affiliated with Platinum Wealth Management, Inc. and Independent Financial Group LLC. He also teaches a college course on investing at Mesa College. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which emphasizes written recommendations and ongoing tax-aware income strategies.

Michael Hoeflich is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. He is a board member of the Rotary Club of Gulf Breeze. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kathleen Crowley is a CFP® professional with 32 years of experience in the financial industry. She is currently with Ameriprise, where she has worked since 2020, following a seven-year tenure at Raymond James & Associates. Crowley serves on the board of the Diocese of Pensacola-Tallahassee Northwest Florida Foundation and acts as its Investment Chair. She is also an adjunct professor for FIN 4045 at Florida State University and co-owns a jet ski rental business and a tree farm in Panama City, FL. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement who meet specific asset thresholds, offering detailed recommendation reports on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Hamner is a financial advisor with Ameriprise in St. George, UT, holding CFP® and ChFC® credentials along with a Series 66 license. He has eight years of industry experience, including six years at Edward Jones before joining Ameriprise. He serves as Vice President on the Board of Directors for the Red Waters Home Owners Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Justin King is a financial advisor at Ameriprise in Newport News, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at the Norfolk Circuit Courthouse and has experience in the hospitality industry, including bartending and customer service at the Coach House Bar & Grill. Outside of his advisory role, he occasionally performs standup comedy at local clubs and breweries. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with its financial advisors.

Christina Patel is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services Inc. since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning advice focused on dependable income sources.

Edward Hanks II is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in several business ventures including co-owning a group of Subway restaurants and serves on multiple local boards such as the TRCH Duke Lifepoint Hospital and the Twin County Community Foundation. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.

Nhi Doan is a financial advisor at Ameriprise in Duluth, GA, with three years of industry experience. She holds a Series 66 designation and has prior experience at Raymond James and Bank of America N.A. among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors and uses proprietary investment research and third-party data within a defined investment universe influenced by its affiliated product ecosystem.

Kyle Champagne is a financial advisor with Ameriprise in Lafayette, LA, holding CFP® and Series 66 designations and six years of industry experience. He previously worked at the Louisiana Department of Health and has entrepreneurial experience with Louisiana Valve Source and Stonewall Consulting LLC. He is also the head coach of the Louisiana Kings youth baseball team. 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 detailed retirement planning and annual income advice focused on dependable income sources and tax-aware withdrawal strategies.

Jay Hill is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and beginning his advisory career there in 2026. He previously worked at TCM Bank NA for 18 years and took a one-year break as a homemaker before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies, supported by a centralized service team and extensive research tools.

Michael Krarup is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has been with Ameriprise and its affiliates since 1996. Outside of his advisory role, he is involved in professional management through ownership of Professional Management Group and is a member and investor in RKM Partners LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware strategies.

Milenda Kilby is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of advisory work, Kilby serves on the Board of Directors for the Pavilion Elementary School Parent Teacher Organization and volunteers as the treasurer for the Hollwedel Memorial Library. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Thomas Goodrich IV is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. from 2005 to 2020. Goodrich is a board member of the North Florida Land Trust. Ameriprise is a large institutional firm providing retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Xavier Allen is a financial advisor at Ameriprise Financial Services, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at TD Ameritrade and Hornor, Townsend & Kent, LLC. Outside of his advisory role, he serves as head coach for a girls’ travel basketball program for 10th-grade students. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dominic Enzastiga is a financial advisor with Ameriprise in Lexington, SC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ameriprise, he has been involved with the Lexington Soccer Academy as a youth soccer coach and has served with the United States Soccer Federation since 2015. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research-based modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.