Blake Robson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Outside of advisory work, he is involved in independent insurance brokering with several providers, including Physicians Life and Voya. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bryan Houston is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2014. Houston serves on the Washington County Community Foundation Advisory Board. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brandon Johnston is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors LLC and Crawford & Winiarski Financial Consulting. Outside of finance, he has been involved with Miami University Intramural Sports and the Detroit City Football Club. 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. The firm’s approach includes tax-aware withdrawal strategies and collaborates with clients’ advisors to implement non-discretionary recommendations.

Erin Mccarthy is a financial advisor with Ameriprise in Jacksonville, FL, holding Series 63 and Series 65 designations and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on income stability and tax-aware withdrawal strategies. The firm utilizes proprietary research and third-party data in its recommendations and maintains distinctive enrollment criteria based on investable assets.

Scott Laney is a financial advisor with Ameriprise in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, he owns Leisure Lane Stables, LLC, an LLC managing horse stables and pastures. Ameriprise Financial Services is a large advisory firm serving both 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 recommendations are supported by proprietary research and third-party data and involve a collaborative, non-discretionary implementation process.

Jesse Jones is a financial advisor with Ameriprise in Princeton, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory work, Jones is involved in casino entertainment, staffing casino tables for corporate and charity events. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

David Sanders is a financial advisor at Ameriprise with 25 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005. Outside of his advisory work, he owns a travel-related business called 7 Continents 4 Seasons. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. Its approach integrates proprietary investment research, third-party data, and algorithmic tools to deliver personalized recommendations within a defined investment framework.

Michael Griffin Jr. is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves as a financial secretary on the board of the Knights of Columbus and is a co-owner of Alta Management Group, LLC, which manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services to deliver personalized retirement income planning, primarily for clients with significant assets under management at Ameriprise.

Heghine Kirakosyan is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 66 credential and 14 years of industry experience. She has been with Ameriprise and its affiliates since 2011. Outside of her advisory role, she owns HLSH Hospitality, Inc., a business providing boba teas and smoothies catering for events. 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, using a combination of internal research and third-party data.

Deanna Pohl is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 20 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tami Nelson is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63, 65, and 66 licenses with 18 years of industry experience. Her career includes roles at American Enterprise Investment Services Inc and RiverSource Distributors Inc. Ameriprise offers a retirement-income planning service designed for 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 to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Nicholas Jean Louis is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Outside of his advisory role, he is a co-owner of Brownstone Management of CT, LLC, and is employed as a barback at Racks Billiards and Bar. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Reid Evans is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior roles include positions at Raymond James Financial Services and Iowa Bankers Insurance and Services, as well as managing his own consulting firm, RCE Consulting LLC. Outside of his advisory work, Evans serves on the Board of Directors for 725 Ministries and is a member of the Pella UMC Unity Council. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed 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 planning through a centralized consulting team.

Andrew Dolan is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 65 securities registrations. Prior to joining Ameriprise in 2021, he worked at Lincoln Financial Distributors and Jackson Cross Partners and spent four years at Pennsylvania State University. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Thomas Shortreed is a financial advisor with Ameriprise based in Warren, Ohio, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns and operates Personality Profiles LLC, a company that provides a profiling system to help advisors understand clients’ relationships with money, risk, and trust. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, focusing on customized written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement-income advice primarily to clients with substantial investable assets.

Dale Bender is a financial advisor with Ameriprise in Dearborn, MI, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Ameriprise since 2012 and also operates a tax preparation business. Additionally, he serves as Treasurer on the boards of the Dearborn Chamber of Commerce and the Dearborn Rotary Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies.

Taylor Flotre is a financial advisor with Ameriprise in Madison, CT, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Ameriprise in 2020, he worked for NOV from 2011 to 2020. He is involved in business ownership through Flintlock Management, where he manages practice operations and regulatory reporting. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, non-discretionary recommendations through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Matthew Tremaine is a financial advisor with Ameriprise in Sewickley, PA, holding a Series 66 credential and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Tremaine serves on the Board of Directors for the Sewickley Water Authority. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ann Di Donato is a financial advisor with Ameriprise in Hartland, WI, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset 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, delivering personalized recommendations through a centralized consulting team.

Kathryn Jacobs is a financial advisor with Ameriprise in Stevens Point, WI, holding a Series 63 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, Jacobs is involved in business management and serves on the Investment Committee for the Community Foundation of Central Wisconsin. She also teaches about the health benefits of essential oils and works as a health and wellness coach. Ameriprise provides retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.