Alex Baasten is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Baasten serves as treasurer on the La Salle Catholic College Preparatory Alumni Board. He is also a co-owner of Cascade Wealth Advisors, LLC, which manages his Ameriprise business. 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 tailored retirement-income planning advice and written Recommendation Reports to clients approaching or in retirement.

Dustin Martin is a financial advisor with Ameriprise in Battle Ground, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at AE Wealth Management LLC, Northwest Tax & Financial Services, Inc., and Madison Avenue Securities, Inc. Outside of finance, he is involved in consultation and administrative services for music publishers and recording artists and participates in mission work teaching systematic theology through World Hope Ministries International. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations delivered through a centralized consulting team.

Joseph Yapaola is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Ameriprise Financial Services, LLC and has prior experience with Wells Fargo Clearing and BancWest Investment Services. He serves on the Board of Directors for the Sequoia Hospital Foundation in Redwood City, CA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and investment options influenced by affiliated product ecosystems.

Michael Pascarella is a CFP® with 20 years of experience in the financial industry, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He serves on the Board of Directors for Massey Lakes Estates HOA in Houston, TX. 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 provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Richard Powell is a financial advisor at Ameriprise with 55 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Powell serves on the Board of Directors for the Ted Lindsay Foundation. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Anthony Alfe is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan and UBS Financial Services. Outside of finance, he assists part-time in the operations of his family’s Italian restaurant. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing customized reports that address income, Social Security, and tax strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored retirement recommendations.

Benjamin Stewart is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise Financial Services since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and a written Recommendation Report developed through research and algorithmic tools.

Travis Knapp is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. He previously worked at Morgan Stanley and its affiliated entities for over a decade. Outside of his advisory role, he is involved in church leadership as a board member of the Lake Travis Methodist Church and owns Knapp Ventures LLC, a design business focused on travel-related products. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

William Eldridge is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its affiliates since 1988. Outside of his advisory role, he owns Treehouse Management Services, LLC, which manages payroll and office expenses. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendations tailored to individual client portfolios.

Steven Brundage is a financial advisor at Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 designations with 30 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory work, he is involved in music distribution and sells original songs. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Timothy Werdel is a financial advisor with Ameriprise in Bakersfield, CA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Ameriprise and its affiliate since 2011. Outside of advising, he serves on the Garces School Board, is president of the Bakersfield West Rotary, and is treasurer for the Olde Stockdale Property Group. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jacob Helvey is a financial advisor at Ameriprise in Des Moines, IA, holding a Series 66 designation with 14 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Iron Rams, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement-income recommendations through a centralized consulting team.

Luke Ellis is a financial advisor with Ameriprise in Bayport, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ellis is involved in leadership and operational oversight of Peniel Reflection, LLC, an investment-related business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Cara Hendricks is a financial advisor at Ameriprise with seven years of industry experience. She previously worked at Edward Jones for six years and at LynnSeed Design for five years. Hendricks also serves as a financial advisor for Happy State Bank through the Duel program. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team and algorithmic automation.

Logan Heinrich is a financial advisor with Ameriprise in Lubbock, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Ameriprise in 2021, he worked at Golden Circle Financial Group and spent six years at Texas Tech University Health Sciences Center. Heinrich serves as Vice-Chairman on the Board of Elders for Fellowship Church in Lubbock. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized Recommendation Reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Mushen is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as an advisor on the Board of Directors for the University Sunrise Rotary Foundation and manages Cascadia Operations LLC, a business supporting his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Delgallo is a financial advisor with Ameriprise in Stratford, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior experience includes roles at MetLife Resources, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services before joining Ameriprise in 2017. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis to assist clients.

Sharon Huang is a financial advisor with Ameriprise in Kirkland, WA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Pearle Vision and managing household financial matters. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with personalized retirement income planning and tax-aware withdrawal strategies based on comprehensive investment research and analysis.

Kelvin Pettaway is a financial advisor at Ameriprise with 15 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank over a nine-year period. Pettaway serves on the board of the Atlanta Jazz Festival and co-leads a financial education group at his church focused on budgeting and investment basics. 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 deliver tailored, non-discretionary recommendations.

Callahan Wales is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to his advisory role, he was involved with Gravity Winery and Newport Properties, and he attended the University of Michigan from 2014 to 2018. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored recommendation reports that address income, Social Security, and tax strategies. The firm employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported advice.