Zachary Vail is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise Financial Services since 2008. Outside of his advisory role, he has a non-investment-related interest in single-family real estate ownership. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Lisette Vizcarrondo Perez is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Popular Securities LLC and Citibank NA. She serves on a nonprofit advisory board in Orlando, FL. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gavyn Wehe is a financial advisor with Ameriprise in Richardson, TX, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Robinhood Markets, Charles Schwab & Co., Inc., and Lockheed Martin, among other roles. 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 and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sarah Mack is a financial advisor with Ameriprise in Richmond, VA, holding the ChFC® designation along with Series 63, 65, and 66 licenses. She has 17 years of industry experience, including ten years at Wells Fargo Clearing prior to joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service targeting 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 in a centralized consulting approach, supported by algorithmic automation and oversight committees.

Daniel Buckley is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is based in Staten Island, NY. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary advice as part of a broad range of advisory, brokerage, and insurance solutions.

David Reynolds is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at Ameriprise in Lebanon, TN since 2020. He previously worked with Ameriprise Financial Services, Inc. from 2011 to 2020. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed 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 advice, primarily for assets held within Ameriprise-managed accounts.

Kevin Considine is a financial advisor with Ameriprise in Westwood, NJ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliates since 2012. He also receives trail commissions from a small group disability insurance plan he originated with Unum. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to create personalized, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Edwards is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and nine years of industry experience. He previously worked at LPL Financial and Central Pacific Bank. Outside of his advisory role, he owns DAE Group LLC, which manages direct payments from his Medicare sales business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling techniques to deliver tailored, tax-efficient recommendations through a centralized consulting team.

Steven Sabol is a CFP® professional with five years of experience in financial advising, currently with Ameriprise. His prior roles include positions at Stifel Independent Advisors, J Cubed Financial Advisory Group, Bury Financial Group, and UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Angela Thoren is a financial advisor with Ameriprise in Grundy Center, IA, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with Ameriprise since 2007. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team and utilizes algorithmic automation overseen by a Retirement Income Oversight Committee.

Ryan Callahan is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Ameriprise in Nashua, NH. His prior experience includes roles at LPL Financial, Northeast Planning Associates, Lincoln Financial Distributors, and Fidelity Investments. Outside of his advisory work, he serves on the Board of Directors for The Geoff Higginbotham Memorial Foundation and hosts a podcast focused on Bryant University football, his alma mater. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Paul Leonard is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise Financial Services, Inc. from 2010 to 2018, followed by Securities America Advisors and Securities America, Inc. since 2018. Leonard serves as president of the Infinite Multisport Triathlon Club and is involved as treasurer of The Friends of Glacial Hills and president of Forest Condo. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security claiming options. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michelle Morehead is a Series 66-licensed financial advisor with Ameriprise in Dallas, TX, bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she owns Jubys.com, a business specializing in Hallmark ornaments and collectibles. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michele Klemm is a financial advisor at Ameriprise in Gurnee, IL, with 20 years of industry experience. She holds the Series 65 and Series 63 licenses and 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 delivers written recommendation reports and ongoing planning focused on income stability and tax-aware withdrawal strategies for clients nearing or in retirement.

Jared Barnes is a financial advisor at Ameriprise with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab & Co., Inc. and the San Diego Gulls Hockey Club. Barnes is also involved with Your My Boy Blue LLC as an associate financial advisor. 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 retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Simon Waz is a financial advisor with Ameriprise based in Warrenville, IL. He holds a Series 66 designation and joined Ameriprise in 2025. Prior to his advisory role, he worked in construction and has been involved with the HDS Eagles Soccer Academy since 2021. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement income planning that combines proprietary investment research and tools with personalized recommendations.

Jack Frost is a financial advisor at Ameriprise with 44 years of industry experience. He has been with Ameriprise and its predecessor firm since 1982. Outside of his advisory work, he serves on the Board of Directors for the South Side Muskie Hawks, a local chapter of Muskies, Inc., acting as Treasurer and Membership Chair. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

David Girmann is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63, 65, and 66 credentials and 23 years of industry experience. He has been with Ameriprise since 2017 and previously owned Little Dutch Trading Company for 14 years. He is also employed by River Hills Consulting Services, LLC, a role related to his advisory practice. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, emphasizing managed accounts and algorithmic support in its retirement planning approach.

Elizabeth Mc Lean is a Series 66-licensed financial advisor with Ameriprise in Myrtle Beach, SC, and has 10 years of industry experience. She previously worked at Edward Jones for 10 years before joining Ameriprise. Mc Lean is co-owner of McLean SRA, LLC, through which she manages her Ameriprise advisory business. Ameriprise provides 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 customized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Todd Petraco is a CFP® certified financial advisor with Ameriprise, where he has worked since 2005, including six years at the current firm. He has 32 years of industry experience. Outside of advisory services, Petraco is involved in managing several rental real estate properties and operates an independent contractor entity that supports his advisory practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.