Anthony Miller is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has 18 years of industry experience, including 10 years at Ameriprise. Outside of his advisory role, he works part-time as a Zamboni driver on outdoor rinks. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides non-discretionary, research-driven recommendations focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Joseph Townsend is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He holds the Series 66 and Series 65 designations and has worked at firms including PNC Investments, Bank of America, Merrill, Edward Jones, and Townsend Capital Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning with tax-aware withdrawal strategies and dependable income sources.

Ian Longtin is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2017, including a prior role at Ameriprise Financial Services, Inc. Outside of his advisory work, Ian serves on the Board of Directors for Berean Christian High School and engages in public speaking and consulting for local groups, churches, and schools. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, with a focus on clients who meet specific asset thresholds. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that employs both research and algorithmic tools to produce tailored, non-discretionary recommendations.

Edward Mccay is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Ameriprise Financial Services, Inc. His current tenure at Ameriprise began in 2023. 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 planning through written recommendation reports and ongoing advice addressing income sources and tax-aware withdrawal strategies.

James Sharp Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. In addition to his advisory role, he serves as a contractor managing an advisory business through DHS Office Works LLC. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Peter Montalvo is a financial advisor at Ameriprise with 27 years of industry experience. He has previously worked at LPL Financial and INVEST Financial Corporation. In addition to his advisory role, he owns Montalvo Tax Inc., a tax preparation business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports in collaboration with clients' advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ricky Thorson is a financial advisor with Ameriprise in Minnetonka, MN, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at The Huntington Investment Company, U.S. Bancorp Investments, LPL Financial, BMO Harris Bank, Wells Fargo, Midwest Casino Company, and JPMorgan Chase. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Adam Szubert is a financial advisor at Ameriprise with Series 63 and 66 credentials and one year of industry experience. Prior to joining Ameriprise, he held roles at Morgan Stanley and worked in various positions including youth hockey coaching. He serves as a skills coach for youth hockey teams in Orland Park, Illinois. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Landon Brake is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports based on research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

Trent Sova is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2016. In addition to his advisory role, he is involved in independent insurance brokering. 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 reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

William Fussell is a financial advisor at Ameriprise with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role since 2020, he worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory work, he is involved with the Portland Collaborative Divorce Networking Group. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Thad Bisselle is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Chalice Capital Partners, Chalice Wealth Advisors, and Morgan Stanley Private Bank. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Vought is a financial advisor at Ameriprise in Fort Dodge, IA, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise, he worked for Heartland Sales & Fundraising for seven years. He serves on the board of R.I.V.E.R. Development, Inc. as Treasurer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Benjamin Mehra is a financial advisor with Ameriprise Financial Services LLC in Boston, MA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he held positions at TRC Companies and DGT Associates, and he has experience working in educational roles at the University of New Hampshire and Newton North High School. 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 dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jeffrey Hammond is a financial advisor at Ameriprise in Enid, Oklahoma, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked at CF Industries Holdings, Inc. for eight years and Oneok, Inc. for three years. 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 recommendations and ongoing retirement-income planning advice. The firm’s approach includes detailed analysis of asset allocation, withdrawal strategies, and Social Security options within a framework supported by proprietary investment research and third-party data.

Brendon Gallagher is a financial advisor with Ameriprise in Kirkland, Illinois, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His work history includes over two decades at Gallagher & Associates and a combined 21 years with Ameriprise and Ameriprise Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of its institutional category.

William Bishop is a financial advisor with Ameriprise in Philadelphia, PA, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Chestnut Hill Conservancy and is involved with the GFS Advancement Committee, supporting an independent school’s annual giving efforts. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary advice primarily for clients with significant investable assets.

Thomas Matera is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Matera serves on the Board of Directors for the SWFL Magic association and performs as a professional close-up magician. Ameriprise is an institutional firm that offers retirement-income planning services targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations, supported by a centralized consulting team and algorithmic tools.

Hannah Hunt is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at LPL Financial LLC and Bailey Harris/Gilbert. Outside of financial advising, she has worked in education at Arkansas Tech University and Russellville Public School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients near or in retirement.

Meghan Villanueva is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise since 2016, initially working with Ameriprise Financial Services, Inc. before continuing at the current entity. The firm serves both individual and institutional clients and offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and annual advice focused on income reliability and tax-aware withdrawal strategies.