David Wynn is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and possessing 33 years of industry experience. He has been with Ameriprise since 1993, including 15 years at Ameriprise Financial Services, Inc. Outside of his advisory role, Wynn is involved in several non-investment-related business ownerships and co-ownerships in the San Antonio area. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering advisory, brokerage, and insurance solutions through its broad institutional platform.

Christopher Mellon is a financial advisor with Ameriprise in New Smyrna Beach, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones and Raymond James & Associates. Mellon has been with Ameriprise since 2026. 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, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach includes a centralized service team that provides written Recommendation Reports and ongoing advice, operating within a defined investment universe influenced by affiliated product relationships.

Matthew Derado is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved with a nonprofit organization called The Healing Joy Experience, which raises funds to support fathers of children with life-threatening illnesses. 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 personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jack Hohne is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked previously at OSAIC Wealth, Inc. and Acord and Fong Wealth Strategies. He also has a background that includes roles in education and small business. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Palermo is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and 22 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2004. Outside of advising, he is vice president of a business called RLC2019, which is not investment-related. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Jessica Martin is a financial advisor with Ameriprise in Sophia, NC, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Jacob Franke is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial and TVAMP, LLC. Outside of advisory work, he has experience in various organizations including Texas A&M University and the General Services Administration. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing planning advice focusing on retirement income strategies and tax-aware withdrawals.

Carl Heick III is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2005. Outside of his advisory role, he serves as president of the Blankenbaker Professional Park Condo Council of Co-Owners and is involved with CASA of the River Region as a board member. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations primarily for assets managed within Ameriprise.

Sarah Neale is a financial advisor with Ameriprise in Chesterfield, VA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. She worked at Ameriprise Financial Services, Inc. from 2006 to 2018. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial 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 in a centralized consulting approach and provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Clark Snitko is a financial advisor with Ameriprise in Prescott, AZ, holding Series 65 and Series 63 licenses and 13 years of industry experience. He previously worked with MML Investors Services LLC and MassMutual Life Insurance Company for 10 years. Outside of his advisory role, Snitko is involved in independent insurance brokering, specializing in term life, long term care, whole life, and disability income insurance. 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 retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Mark Kanyanta is a financial advisor at Ameriprise in Green Bay, WI, holding a Series 66 designation with seven years of industry experience. Prior to joining Ameriprise in 2020, he worked at BMO Harris Financial Advisors and several other firms. He is also involved with Black Diamond Enterprises as an associate advisor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.

Adrian Johnson is a CFP® credentialed financial advisor with 26 years of industry experience, currently with Ameriprise in Edina, MN. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving both 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.

William Caddick Jr. is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has an investment-related interest in single-family real estate ownership. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, with a centralized consulting team supporting advisors in delivering customized, algorithm-assisted retirement income recommendations.

Erik Kent is a financial advisor at Ameriprise in Troy, MI, with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley, Citizens Securities, Inc., and Scottrade. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Eric Graves is a Series 66-licensed financial advisor with Ameriprise Financial Services in Roseville, CA, and has eight years of industry experience. His prior work includes positions at Graves Law Offices and Streamline Circuits. He also serves as an advisor with Blue Oaks Management, LLC, an Ameriprise Financial franchise. 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 sources and tax-aware withdrawal strategies.

Gordon Johnson is a financial advisor with Ameriprise in Lake Mary, FL, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Johnson serves on the Board of Directors for the Basecamp Children’s Cancer Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and modeling to deliver customized, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Felix Johnson is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at 3M and has a varied background including roles in retail and self-employment. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Vincent Mazzotta is a financial advisor with Ameriprise in Irvine, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Laura Clemens is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Outside of her advisory role, she has experience in real estate ownership unrelated to her investment activities. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm delivers written, non-discretionary recommendation reports through a centralized consulting team, combining research, modeling, and tax-efficiency analysis to support clients’ retirement income strategies.

Louis Larson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked in facilities management and nonprofit roles, including with the University of St. Thomas and MNFEI, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving both 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.