Aliza Mc Kenna is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets LLC, Oracle, Marmon Aerospace and Defense, and the University of New Hampshire. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Melanie Horner is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her career includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Ameriprise in 2022. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, delivering detailed, research-based recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines advisory, brokerage, and insurance solutions and utilizes algorithmic tools overseen by a dedicated consulting team to support its retirement planning approach.

Shihi Chu is a financial advisor with Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2010. Chu also manages her practice operations through an external LLC where she serves as paraplanner. 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 with a written Recommendation Report and ongoing annual advice.

Ashley Shurden is a financial advisor at Ameriprise in Tupelo, MS, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, Shurden's work history includes roles in healthcare, real estate, education, and staffing agencies. 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 provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Tia Wallington is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2015. Outside of her advisory role, she manages a rental property business. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports.

Cole Buffehr is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial LLC, Cambridge Investment Research Advisors, Inc., and The Finity Group. Buffehr is also involved with Gojisan, LLC as a paraplanner outside of his advisory role. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Bryan Althouse is a financial advisor at Ameriprise in Madison, WI, with 10 years of industry experience and a Series 66 designation. He has been with Ameriprise and its related entities since 2016. Outside of his advisory role, he serves on the Board of Directors for the Dane County Humane Society. 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 focused on dependable income and tax-aware withdrawal strategies.

Michael Brodsky is a financial advisor with Ameriprise in Oviedo, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory role, Brodsky serves as president and board member for multiple community organizations, including the Yale Alumni Association of Central Florida and the All-Ivy Club of Central Florida, and he is an author of a book on personal improvement. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team in partnership with client advisors.

Marcial Vargas is a financial advisor with Ameriprise in Redwood City, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, accumulating eight years in those roles. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Sandra Mcclanahan is a financial advisor with Ameriprise in New Lenox, IL, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves as an adjunct faculty member at Lewis University and is involved with Scout Wealth Inc. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jason Arndt is a financial advisor with Ameriprise in Janesville, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a co-owner of Stone Arch Holdings L.L.C., a real estate business. Ameriprise is an institutional firm that offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered in partnership with clients’ advisors.

Katherine Hattier is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Ameriprise since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations primarily for clients approaching or in retirement. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Farago is a Series 66-licensed financial advisor with Ameriprise in Manchester, ME, bringing 10 years of industry experience. He previously worked at Edward Jones before joining Ameriprise in 2020. Outside of his advisory role, he is a co-owner of an indoor simulation golf franchise in Maine and serves on the board of directors for Spectrum Generations, a nonprofit organization. Ameriprise Financial Services is a large firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored, non-discretionary recommendations based on a comprehensive analysis of client assets and income strategies.

Trenton Christensen is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Ameriprise since 2008. Christensen is the sole owner of Cadeau LLC, an entity that holds the building of his Ameriprise office in Salt Lake City. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Raegen is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and having 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the boards of Troop 290 Committee and Pacific Swimming, where he holds finance-related leadership positions. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, utilizing research-driven, tax-efficient strategies and algorithmic tools to generate tailored recommendations. The firm serves high-net-worth individuals and provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Veronica Mcleod is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Ameriprise since 2019, following a decade at Wells Fargo in various capacities. Outside of her advisory role, she serves on the Board of Directors for the Kiwanis Club of Riviera Beach and participates in the Palm Beach Toastmasters. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Brian Austria is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 credential and ten years of experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is involved in managing his Ameriprise business through owned LLCs that serve as the operating structure for his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its 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.

Keith Albert is a Series 66 licensed financial advisor with Ameriprise in Bonita Springs, FL, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stacy Hochthanner is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2018, following a period as a stay-at-home mom. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Michelle Zebrowski is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Morgan Stanley, Target, Northwestern Mutual, the University of Wisconsin - Madison, O'Connell Pharmacy, and UW Credit Union. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.