Vicky Rangsuebsin is a financial advisor with Ameriprise in Arcadia, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is a co-owner of Pumpkin Spice Latte, LLC. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and provides a broad range of brokerage and insurance solutions through its affiliated companies.

Leonard Stadtmueller is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wealth Plan and Harbour Investments from 2015 to 2022. Outside of his advisory role, Leonard serves on the Board of Directors for St. Francis Xavier Parish and is a trustee of the Dufek Charitable Foundation. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written retirement income recommendations through a centralized consulting team.

Alexis Heinle is a financial advisor at Ameriprise in Bismarck, ND, holding Series 65 and Series 63 licenses. Alexis has been with Ameriprise since 2025 and has prior experience with Farm Credit Services of Mandan, Legacy Financial Partners, and Gate City Bank, in addition to academic roles at the University of North Dakota. Ameriprise Financial Services is a large 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 annual advice, utilizing a combination of investment research, third-party data, and algorithmic tools.

Charlene Guisasola is a financial advisor with Ameriprise in Miami, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company for 17 years each. Outside of her advisory role, she is involved in life insurance brokerage and financial planning for business owners and executives through separate agencies. 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 with a non-discretionary implementation model. The firm’s approach integrates internal investment research and third-party data, emphasizing tax-aware withdrawal strategies and dependable income sources.

Jeffrey Forsythe is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. His background includes roles at Edward Jones and Bank of America. Ameriprise Financial Services is a large, 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 focused on dependable income and tax-aware withdrawal strategies.

Colin Mortimore is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2021. Prior to his current role, he held positions at Compass Group, Vail Resorts, Holland Land Services, Maverick Natural Resources, and Southwestern Energy Company. Mortimore serves as president of the Texas Tech Alumni Association San Angelo Chapter. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Roger Duffy is a financial advisor with Ameriprise in Massillon, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Duffy serves as president of the NFL Alumni Cleveland Chapter and is chief commercial officer at Integrated Source One, where he focuses on brand awareness and competitive analysis. He also holds board positions with the Lord's Lake Association and CommQuest. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Daniel Hanvey is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2009. Hanvey is also the owner of LWM Partners, a business unrelated to investment activities. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.

Matthew Hanna is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2018. He previously worked at Invesco Advisers, Inc. and Invesco Distributors, Inc. from 2010 to 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeremy Knudsen is a CFP® professional with 12 years of industry experience, currently affiliated with Ameriprise in Maple Grove, MN. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet certain 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 to deliver these recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Jay Gustafson is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Edward Jones and Pinnacle Bank. He is also employed by Cirksena, Knight, Jacobsen, Sieps, Kresse LLP, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and tools to provide recommendations on asset allocation, withdrawal strategies, and Social Security options.

Keaton Price is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Clayton Moore and Northwestern Mutual. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Roger Dael is a Series 66-credentialed financial advisor with 22 years of industry experience. He has worked at Ameriprise Financial Services since 2018 and previously held roles at Wells Fargo Advisors, Clearbridge Investments, and Legg Mason Wood Walker. Dael serves on the Board of Directors for Colie's Closet and is involved with the Boulder Mountain Bike Alliance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ronald Guidice is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. His prior experience includes roles at Jewel Osco and Peapod. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized team to deliver algorithmically supported, non-discretionary retirement recommendations.

Jack Genereaux is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2019 and previously was employed at American Insurance Agency and Butternut Hills Golf Course. Ameriprise offers a retirement-income planning service focused on 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 in a structured approach, delivering non-discretionary recommendations through a centralized consulting team.

Kenneth Krause is a financial advisor with Ameriprise in Aberdeen, SD, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Krause serves on the boards of the Alexander Mitchell Library Foundation and the Charles Howard Foundation and is involved in managing real estate through several LLCs. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research-driven, model-based recommendations with a broad range of advisory, brokerage, and insurance solutions.

Martin Wheeler is a CFP®-credentialed financial advisor with Ameriprise in Houston, TX, bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Eric Schneider is a CFP® professional with 12 years of experience in the financial industry. He has worked at Ameriprise since 2021 and previously held roles at Avantax Advisory Services, Alfred W. Zientek & Co., P.C., and Avantax Investment Services, Inc. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice and strategies focused on dependable income and tax-aware withdrawals.

Stephen Coburn is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net 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.

Janet Slack is a financial advisor with Ameriprise who holds Series 65 and Series 66 licenses and has 13 years of industry experience. She has been with Ameriprise and its related entities since 2012. Outside of advising, she owns a tax preparation and bookkeeping business and serves as treasurer on the board of Spina Bifida of Western New York, Inc. 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 recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.