Gary Christensen is a financial advisor with Ameriprise in Herriman, UT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his financial advisory role, Christensen owns and manages New Wave Records, an online CD and record store, and is involved in a barbecue catering business that operates at local events and farmers markets. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Paul Krus is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior positions include roles at Raymond James Financial Services and Arvest Wealth Management. He is also involved in management at TFCU Financial Advisors/Tinker Financial Services LLC and Tinker Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research, third-party data, and algorithmic tools to provide ongoing, tax-aware advice.

Erik Cormier is a financial advisor with Ameriprise Financial Services LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at Ameriprise since 2018. Outside of his advisory work, Cormier is involved in family-owned businesses, serving as a director of Hermitage Brewing Company, a craft brewery, and overseeing operations in a portfolio that includes restaurants and commercial real estate. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Erin Cutrell is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2016. She is also an associate financial advisor with Axiome Advisory Group, LLC, a franchise of Ameriprise. 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 tailored retirement income planning and tax-aware withdrawal strategies, supported by proprietary research and collaborative advisory teams.

Clemans Hager III is a Series 66-credentialed financial advisor with 13 years of industry experience, currently with Ameriprise. He has been with Ameriprise and its predecessor entities since 2012. Outside of advising, he holds passive ownership in a local brewery and serves on multiple nonprofit boards, including as treasurer for Jamestown Junior Olympic Volleyball and as a board member for the North Dakota Community Foundation and Jamestown Regional Medical Center. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Barry Mark is a financial advisor with Ameriprise in Hilo, Hawaii, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns a wholesale produce business specializing in avocado, lettuce, and taro. 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 and tax-aware withdrawal strategies. The firm's recommendations incorporate internal investment research and third-party data, with a notable emphasis on asset allocation and Social Security options.

Sun Tung Van is a CFP® professional with nine years of industry experience, currently advising at Ameriprise since 2020. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, JP Morgan Securities, and JP Morgan Chase Bank. He is also an Enrolled Agent since 2022, although he does not engage in tax preparation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized team that collaborates with advisors to provide written recommendations and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Jennifer Du Forstner is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning that includes tax-aware withdrawal strategies and Social Security claiming options.

Mallory Lauffer is a financial advisor with Ameriprise in Caledonia, NY, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Ameriprise and its affiliated entity since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-assisted retirement planning recommendations.

Philippe Heglin is a financial advisor with Ameriprise in Bakersfield, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated firms since 2006. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Maxwell Rottjakob is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Optum and various positions related to Saint John's University and other organizations. 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.

Dawyne Wingo is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. His career includes previous roles at Wells Fargo Clearing and Liberty Tax Services. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering customized, non-discretionary recommendations through a centralized consulting team that uses research, modeling, and tax-efficiency analysis to inform strategies focused on retirement income.

Harry Shuman is a Series 66-licensed financial advisor at Ameriprise with three years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is an associate financial advisor managing a separate advisory business in Hopkinton, MA. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Shay Smithwick Hann is a financial advisor with Ameriprise in Kalispell, MT, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she serves on several nonprofit and community boards, including as trustee of the Wolfpack Football Club and president of the Flathead Chapter of the Grizzly Scholarship Association. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Daniel Tila Cohen is a financial advisor with Ameriprise in Ft Lauderdale, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Janney Montgomery Scott LLC, MML Investors Services, LLC, and MassMutual Life Insurance Co, among other positions. He has experience in both financial services and other roles including education and small business enterprise ownership. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Lisa Layne is a financial advisor at Ameriprise with 24 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 tailored, non-discretionary recommendations through a centralized consulting team.

Renee Green is a financial advisor with Ameriprise in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliate since 1997. Outside of her advisory role, she is involved in writing, film production, and owns multiple LLCs related to screenplays and documentary filming. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team.

Amelia Beukers is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to joining Ameriprise, she gained experience at Paychex and Equinox IT Services. Outside of finance, she writes non-financial fiction in the cozy fantasy genre and is involved in publishing short stories through writing competitions and an upcoming anthology. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Kim Castelo is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones for 10 years before joining Ameriprise Financial Services Inc and subsequently Ameriprise. Ameriprise provides retirement-income planning services primarily to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brian Valach is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, he is a co-owner of Marley Management, a real estate business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations and combines algorithmic tools with expert oversight in its approach.