Jeffrey Haub is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., and has operated as a sole proprietor since 1997. Outside of advising, he owns a tax preparation business and co-owns Axiom Wealth Advisors, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team and a combination of modeling, research, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Rachael Jacques is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. She has worked at Ameriprise since 2018 and previously held roles at Lake Shore Systems Incorporated and Fincantieri Marinette Marine. Jacques is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity managing her practice. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and utilizes algorithmic tools alongside a centralized consulting team to deliver tailored retirement-income recommendations.

Michael Ruggiero is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he is an adjunct professor at Purdue University and owns a consulting business, AMD&C, LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling with personalized recommendation reports delivered by a centralized consulting team.

Rong Yue is a financial advisor with Ameriprise in Irvine, CA, holding the CFP® designation and Series 63 and 65 licenses. Yue has three years of industry experience, including prior roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Global Law Group. Outside of advisory work, Yue owns and operates JY Legacy Bridge Law P.C., focusing on estate planning. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory services and emphasizes managed accounts and algorithmic automation to support its retirement planning solutions.

George Vilfordi III is a financial advisor with Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes positions at UBS Financial Services Inc and Ameriprise Financial Services Inc prior to his current role at Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement 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 analysis in its planning approach and delivers these services through a centralized consulting team in partnership with its advisors.

Patrick Rodgers is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and PNC Bank. 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 annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Andrew Okray is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes roles at Hoover & Associates and Armada Area Schools, as well as experience as a paraplanner with Evola Management, LLC. He also serves in fiduciary roles such as trustee and executor. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gregg Newman is a Series 63 licensed financial advisor with Ameriprise in Columbia, SC, with 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is the captain of a fishing charter business and is involved in timber management through White Oak Timber Company LLC. Ameriprise provides retirement-income planning services primarily to individuals nearing or in retirement who meet specific asset criteria, offering detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured, algorithm-assisted process to support personalized retirement income planning.

Grace Aufleger is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Ameriprise in different roles. Aufleger is also the owner of GS Ventures, LLC, a business entity intended for future payroll management. 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 through written recommendations and ongoing advice. The firm’s approach involves asset allocation and tax-aware strategies, with a distinctive enrollment criterion that requires a minimum level of investable assets.

Cristina Dogaru is a financial advisor with Ameriprise in Glenview, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she is involved in caregiving through Best In-Home Service, Inc. and manages LAC Care Services as its president. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice, primarily delivering its services through a centralized consulting team in partnership with individual advisors.

Joel Marks is a financial advisor with Ameriprise in Madison, VA, holding the ChFC® designation and Series 63 and 66 licenses. He has 49 years of industry experience and previously worked at firms including Cuna Mutual Group and Capital One Financial Advisors. Outside of his advisory role, he hosts the Money Success Radio Program and serves as an ordained minister providing pulpit supply. 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 combines written recommendations with ongoing tax-aware withdrawal guidance.

Eric Abney is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is the president of EA Operating Corp, where he manages day-to-day operations and provides independent insurance brokering. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, 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 to deliver personalized, non-discretionary advice primarily through Ameriprise-managed accounts.

Debra Bennett is a financial advisor with Ameriprise, holding a Series 63 designation and 39 years of industry experience. She has been with Ameriprise and its predecessor firms since 1986. Outside of her advisory role, she is involved in real estate ownership in Hawaii. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Charles Justino is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He worked previously at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Gary Bosart is a financial advisor with Ameriprise Financial Services LLC in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. His work history includes roles at Cetera Advisor Networks LLC, VOYA Financial Advisors, JCC Insurance Services, LLC, and JC Wealth Management. He is also involved in independent insurance brokering with multiple providers. 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 recommendations and ongoing advice. The firm uses proprietary research and third-party data to deliver asset allocation and withdrawal strategy guidance within a defined investment ecosystem.

Charles Evans is a financial advisor at Ameriprise with seven years of industry experience. He previously worked at City National Bank and RBC Capital Markets, LLC, as well as Cisco Systems. Outside of his advisory role, he is a co-owner of MECA Worldwide LLC, a business unrelated to investments. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Nolan Ginsberg is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Allstate Insurance Company, Arkadios Wealth Advisors, Arkadios Capital, SAGEPOINT FINANCIAL, and The Oak Financial Group. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Phillip Harmon is a CFP® with 29 years of industry experience and is currently affiliated with Ameriprise in Fremont, MI. He has been with Ameriprise and its affiliated entity since 2005. Outside of his financial advisory work, he is involved in the pinball community, including operating coin-operated amusement machines and supporting the International Flipper Pinball Association to promote competitive pinball in Michigan. Ameriprise serves clients primarily through 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 written recommendation reports, leveraging a centralized consulting team and automated processes to support its advisors.

Madison Thor Uy is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Ameriprise since 2017, prior to which he had multiple roles at Concordia College. 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. The firm’s approach integrates proprietary research and third-party data within a defined investment framework influenced by its affiliated product ecosystem.

James Wiederholt is a CFP® professional with 23 years of experience, currently serving as a financial advisor at Ameriprise Financial Services. His prior work includes multiple roles within Ameriprise since 2003 and a year at Guardian Life. He is a co-owner of Honey Badger Management, an advisory business, and plans to author a book titled "The Better Entrepreneur." Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies.