Melford Brown Jr. is a financial advisor with Ameriprise in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in consulting through his business, M G Brown & Associates, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Dylan Miyasaki is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2018 and previously worked at Apex Systems. Outside of his advisory role, he strings tennis racquets for friends for a small fee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning geared toward dependable income sources and tax-aware withdrawal strategies. Their retirement income service combines proprietary research and third-party tools to produce recommendation reports implemented through client collaboration.

Rachel Pitt is a financial advisor with Ameriprise in Eau Claire, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at Fieldstone Financial and has a background that includes roles at the University of Wisconsin - Eau Claire and involvement with The Piggy BBQ. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic automation.

Jenna Everett is a CFP® professional with 37 years of industry experience, currently advising at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she has business ownership in a non-investment-related real estate venture. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations in partnership with financial advisors.

Joseph Higgins is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise since 2016 in various capacities. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Shark River Surf Anglers in Spring Lake, NJ. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm utilizes proprietary research and third-party data to deliver customized recommendations within a defined investment framework.

Paul Veteri is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he has business ownership related to real estate management. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Cindy Kelley is a financial advisor with Ameriprise in Santa Maria, CA, holding a Series 63 designation and 31 years of industry experience. She has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients nearing or in retirement, providing tailored written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jd Crosby is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked at Northwestern Mutual and Altabank, and has held various roles in educational and recreational organizations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service, which provides tailored retirement income planning through a combination of proprietary research, third-party data, and collaborative implementation with financial advisors.

Matthew Zilles is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. 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.

Timothy Blankenship is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer and is a member of the Board of Directors for CT Storm. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide non-discretionary retirement income recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Eric Prall is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a comprehensive range of advisory, brokerage, and insurance solutions through its large institutional platform.

Amanda Barthelemy is a Certified Financial Planner (CFP®) with 20 years of industry experience. She has worked at Ameriprise Financial Services LLC since 2026 and previously held positions at TIAA, Chase Investment Services Corp., and Merrill. 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 uses proprietary research and algorithmic tools, with a service model that integrates closely with clients’ financial advisors and operates within a structured investment product ecosystem.

Brenden Bowers is a financial advisor with Ameriprise in Bristol, RI, holding Series 65 and Series 66 designations and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to generate tailored retirement recommendations, emphasizing assets held in Ameriprise Managed Accounts.

Kristel Ashcraft is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. 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 planning advice focused on retirement income strategies.

Patton Hoffarth is a financial advisor with Ameriprise Financial Services, LLC in Minneapolis, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. Their approach includes restrictive enrollment criteria and investment recommendations influenced by proprietary research and affiliated product partnerships.

Candice Walton is a financial advisor with Ameriprise in Grand Junction, Colorado, holding Series 65 and Series 66 licenses and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she is involved in recreational storage and farm land management businesses. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement solutions while emphasizing the use of Ameriprise-managed accounts.

Tatiana Dudek is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2000. Outside of her advisory role, she is involved in business management through ownership of JOTT LLC and performs administrative duties and bookkeeping for TTD Entertainment, a ticket resale business. Ameriprise is a large institutional firm offering a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeffrey Lensing is a financial advisor with Ameriprise in Andover, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliates since 2017, following a brief tenure at Minneapolis Wealth Advisors. Outside of his advisory role, he co-owns and operates a small party supply rental business with family members. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Donna Huber is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 63 designation and previously worked at Signalert Asset Management LLC for 24 years. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions.

William Marshall is a CFP® and ChFC® with 33 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. Outside of his advisory role, Marshall is involved in managing a drug and alcohol treatment center and holds ownership positions in several related business ventures. Ameriprise provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions primarily for clients with substantial investable assets. Its retirement-income service combines research and modeling with tailored recommendations delivered by a centralized consulting team in partnership with financial advisors.