Spencer Bloodworth is a financial advisor with Ameriprise in Henderson, KY, holding a Series 66 designation and six years of industry experience. He previously worked at Evansville Teachers FCU for eight years before joining Ameriprise in 2019. Outside of his advisory role, he is involved in live music as a performing musician. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that includes detailed recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a focus on tax efficiency and asset management, providing a broad range of advisory, brokerage, and insurance solutions.

Hailey Pullano is a financial advisor with Ameriprise in Midland, MI, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at The Huntington Investment Company, Wells Fargo Clearing, and Wells Fargo Bank. Ameriprise Financial Services is a diversified 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 and tax-aware withdrawal strategies.

Gregory Frese is a financial advisor at Ameriprise with two years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Ameriprise in 2023, he worked at Capital One Financial for 20 years. Outside of his advisory role, he is a manager of F&M Ventures, LLC, a real estate-related business. Ameriprise offers a retirement-income planning service aimed at individuals with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement income recommendations.

Eriko Hayakawa is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Mastor Sr. is a financial advisor with Ameriprise Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he serves on the Board of Directors for the Rock Harbor Road Committee and is president of that organization. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered in partnership with clients’ financial advisors.

Shaini Lewis is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 20 years. In addition to her advisory role, she leads and coaches financial advisors at Ascendant Wealth Management Group through The FISH20 Group, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling techniques to provide tailored, tax-efficient withdrawal strategies and income recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daniel Whitley is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. He previously worked at Edward Jones for 13 years. Outside of his financial advisory work, he serves as a Senior Airman in the DC Air National Guard, responsible for aircraft maintenance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice supported by proprietary research and algorithmic tools. The firm’s approach emphasizes dependable income and tax-aware withdrawal strategies within a product ecosystem influenced by affiliated investment options.

Kevin Witowich is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 15 years of industry experience. Prior to joining Ameriprise in 2021, he worked at various BBVA entities including BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Compass Bank, and BBVA Securities Inc. He served on the Board of Directors and as Vice President of the Oceanside Chamber of Commerce. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jason Carducci is a Series 66-registered financial advisor with Ameriprise in Glastonbury, CT, and has five years of industry experience. His work history includes roles at Ameriprise and Fidelity Investments, as well as experience in the restaurant industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Fleming is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes nine years at RBC Capital Markets Corporation and three years at Ameriprise Financial Services Inc before joining Ameriprise in 2020. He serves on the Board of Directors for Twin Cities PBS, a nonprofit organization. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation and advisory oversight to deliver tailored retirement income strategies.

Robert Moser is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including The Huntington Investment Company, Cetera, Equitable Advisors, and Edward Jones. 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 with written recommendations and ongoing advice. The firm’s approach includes investment research and algorithmic tools, working within a defined product ecosystem and restrictive enrollment criteria.

Jennifer Vigil is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and three years of industry experience. She previously worked at WIS International from 2015 to 2017. Outside of her advisory role, she is employed by Certainty of Uncertainty, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering 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 provide tailored, non-discretionary retirement-income recommendations through a centralized consulting team.

Bryan Barragate is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise since 2009, working across different entities within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known 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.

Jeremy Kitamura is a financial advisor with Ameriprise in Chandler, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he coaches football at Hamilton High School in Chandler. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Matthew Truscott is a financial advisor with Ameriprise in Redmond, WA, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he is involved in real estate ownership. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

David Moseley is a Series 66-licensed financial advisor with Ameriprise in Raleigh, NC, where he has worked since 2020. He has five years of industry experience and previously worked for Wake County Public Schools for ten years. Ameriprise offers a retirement-income planning service aimed at individuals nearing 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 automated tools overseen by a dedicated team to deliver tailored planning reports, primarily for clients holding assets in Ameriprise-managed accounts.

Andrew Catalfamo is a financial advisor with Ameriprise in Worcester, MA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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 with written recommendations and ongoing advice. The firm’s approach includes proprietary investment research, algorithmic tools, and collaboration between a centralized service team and financial advisors.

Heather Hardy is a financial advisor with Ameriprise in Harrisonburg, VA, holding a Series 66 designation and with one year of industry experience. Prior to joining Ameriprise in 2023, she worked at Dynamic Aviation and Valley Workforce Center. She serves on the Board of Directors for Shen Valley YPA as an events planning board member. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, 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 delivered by a centralized team, emphasizing managed accounts and algorithmic automation in its advisory approach.

Najala Langlois is a financial advisor with Ameriprise in Farmingdale, NY, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she owns a consulting business, INFINITUM FINANCIAL. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate personalized retirement income recommendations.

Kimberly Griffin is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services since 2016. Outside of advisory work, she manages the operations of Pathsage LLC as Practice Manager. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.