Michael Lovero is a financial advisor at Ameriprise in Tampa, FL, holding a Series 66 designation with three years of industry experience. His work history includes roles at Ameriprise since 2021 and prior experience at The University of Tampa and Gino's of Lindenhurst. Ameriprise is a large institutional firm that offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm’s approach incorporates research, modeling, and tax-efficiency analysis, delivering written recommendation reports through a centralized consulting team in partnership with clients’ advisors.

Danny Blevins is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President and Chairman of the board for The Road Adventure, a nonprofit organization. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, supported by a centralized consulting team.

Michael Prendergast is a financial advisor at Ameriprise in Chicago, IL, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed 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 customized retirement income advice, supported by a centralized consulting team and algorithmic tools.

Preston Stuhr is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Jones Group for three years and has a background that includes roles at the University of Nebraska–Lincoln and its Athletic Department. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools within a defined investment universe influenced by its affiliated product ecosystem.

Kristi Berg is a financial advisor with Ameriprise in Deerfield, WI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO Harris Bank. Berg is also the owner of Kberg Operations LLC, which manages her Ameriprise business. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized consulting team to support clients’ retirement planning needs.

Scott Self is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He previously worked at Partners Capital Group and spent seven years with Hoffman Hospitality Group. 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 tax-aware retirement planning advice.

Christian Flory Jr. is a financial advisor with Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Ameriprise and its affiliate since 2017. Outside of his advisory role, he owns CEF Strategic Consulting LLC, a consulting business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Brittany Pilling is a financial advisor with Ameriprise in Rochester, MN, holding Series 65 and Series 63 designations and 12 years of industry experience. She has been with Ameriprise since 2013, including her current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning, combining investment research and algorithmic tools to support tax-aware withdrawal strategies and dependable income planning.

Daniel Tarbell is a financial advisor with Ameriprise in East Hartford, CT, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its related entities since 2005. Outside of his advisory work, he co-owns Rising Tides RE LLC, a business that sublets office space. 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 through written Recommendation Reports and ongoing advice, utilizing proprietary research and algorithmic tools within a defined investment ecosystem.

Joseph Matta is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved with American Studios LLC, a business focused on property development and condo sales. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement income recommendations through a centralized consulting team.

Bernardete Nunes is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm delivers these services through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Vincent Dotterweich is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliates since 2010. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Matthew Carrier is a CFP® and ChFC® with 28 years of industry experience, currently affiliated with Ameriprise since 2005. He serves on the Board of Directors for the Laker Athletics Booster Club in Detroit Lakes, MN. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendation reports.

Jake Harrison is a Series 66-licensed financial advisor with Ameriprise, based in Carlsbad, CA, and has nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kyle Williams is a financial advisor with Ameriprise in Edmond, OK, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Ameriprise and its affiliate since 1994. Williams also owns and manages his own advisory business, Williams, Self & Associates LLC. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brian Conlon is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Ameriprise since 2018, following six years at Wells Fargo Advisors. Conlon is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity that manages his financial advisory practice. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, combining research and modeling to deliver tailored, tax-efficient retirement income recommendations.

Jason Billups is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including JP Morgan Chase, Lincoln Investment, and LPL Financial. Outside of his advisory role, he serves as a lead instructor at IBIS PREP LLC, providing instruction and tutoring. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Barry Kaufman is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2002. Outside of his advisory role, he is the owner of Foodsic LLC, a music publication business based in Roswell, GA. Ameriprise offers retirement-income planning services tailored for individuals approaching or in retirement with substantial investable assets, delivering detailed recommendation reports that incorporate tax-smart strategies and Social Security options. The firm combines research and algorithmic tools with personalized advisory to support clients’ retirement planning needs.

Jessica Myers is a financial advisor with Ameriprise in Liverpool, NY, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning through a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Quilling is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63 designation and has worked with Ameriprise and its affiliated entities since 2011. His career includes service at American Enterprise Investment Services Inc. since 2022. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, offering comprehensive Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and employs algorithmic tools alongside a consulting team to support personalized planning.