Jack Rearden is a financial advisor at Ameriprise in Fort Lauderdale, FL, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise and its affiliates since 2018 and previously worked with AllCampus hats and THE Ohio State University. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet certain asset thresholds, 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 in a centralized consulting approach, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by an internal committee.

Leo De Blasio is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2022. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, an entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 its approach and delivers recommendations through a centralized consulting team.

Andrew Lien is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Inspiration Point and Epic Valet. Outside of his advisory role, he is employed at Surety Wealth Group, LLC, where he manages an advisory business. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Philip Bensley is a financial advisor with Ameriprise in Southbury, CT, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Bensley is also affiliated as an AFA with Nancy S Daoud & Associates. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, offering a wide range of advisory, brokerage, and insurance solutions.

John Duerr is a CFP® with 50 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial 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 retirement income advice through a centralized consulting team.

Michael Smith is a financial advisor with Ameriprise who holds a Series 66 designation and has 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing 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, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.

Joshua Miller is a financial advisor at Ameriprise Financial Services with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Miller serves as Vice President on the Board of Directors for the Heritage of Hope Foundation. 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.

Cade Erautt is a financial advisor at Ameriprise Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at California Credit Union, providing financial advice and assisting members with long-term financial planning. Cade is based in Imperial Beach, CA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized retirement income service that provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Victor Phillips is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. He previously worked at Blumark Financial and has experience outside finance, including landscape design and retail. Phillips is also involved in independent insurance brokering with a focus on disability income. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to generate personalized recommendations delivered through a centralized consulting team.

Ann Villar is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has been with Ameriprise and its affiliates since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income program employs a centralized service team and proprietary tools to deliver ongoing advice, with investment options influenced by its affiliated product ecosystem.

Amber Mcintyre is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 65 and Series 66 licenses and possessing 12 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of her advisory role, she volunteers with the Navy-Marine Corps Relief Society, assisting military members with budgeting and paystub education. 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 personalized retirement planning recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Gabriella Cunningham is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles outside the financial services industry at Del Frisco Double Eagle and various positions in the hospitality and retail sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.

Abram Shaffner is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves in various leadership positions with local Masonic organizations, including as a trustee and board member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jonathan Sweet is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and seven years of industry experience. He has previously worked at Bank of America and Merrill, among other firms. Outside of his advisory role, he serves as Treasurer and Trustee for the Zerubbabel Duquesne Chapter No. 162 Royal Arch Masons, a volunteer position involving oversight of the organization's investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Darryl Teal is a CFP®-certified financial advisor at Ameriprise with 28 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. He is also the owner of Fourstardave, LLC, a business managing his Ameriprise practice. 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 recommendations and ongoing retirement-income planning based on research, third-party data, and algorithmic tools.

Mark Oteri is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he manages practice expenses through his ownership of Mark J Oteri LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice supported by research, third-party data, and algorithmic tools.

Grant Gunder is a financial advisor with Ameriprise in Estero, FL, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021 and also manages bookkeeping services through his ownership of Gunder Services, LLC. Additionally, he has experience as a bookkeeper at Architectural Builders of Southwest Florida, INC. and has worked at Florida Gulf Coast University. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Brendan Flack is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Prior to his financial services career, he was involved in education and other roles, including work with Oscoda Area Schools and the Superior Watershed Partnership. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. Their programs combine in-depth investment research with algorithmic tools and provide ongoing advice through a centralized service team working alongside client advisors.

James Goforth Jr. is a CFP® and Series 66-registered financial advisor with Ameriprise, where he has worked since 2005, accumulating 26 years of industry experience. He serves as board chair for CASA, a nonprofit supporting court-appointed special advocates. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Nicholas Campanile is a CFP® and Series 66-licensed financial advisor with Ameriprise, based in Morris Plains, NJ. He has 18 years of industry experience, including seven years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients maintaining assets in Ameriprise-managed accounts.