Jonathan Gorom is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Ameriprise and its related entities since 2012 and is currently based in Rochester, NY. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining 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 a large institutional provider.

Parker Wong is a financial advisor at Ameriprise with seven years of experience, including one year as a licensed advisor. He holds Series 63 and Series 65 designations. Prior to joining Ameriprise in 2019, he worked at Pacific University for four years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stacia Ivkovic is a Series 66 licensed financial advisor with eight years of industry experience, currently with Ameriprise in Rochester, MN. She previously worked at Clark Asset Management and has been involved with Financial Foundations Coaching since 2020. Outside of her advisory work, she owns a micro bakery called Leavened Bread Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Scott Wilkins is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to his advisory work, he has been involved with Andover Building & Development Corporation since 1982. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, supported by a centralized consulting team and algorithmic automation, while providing a broad range of advisory, brokerage, and insurance solutions.

Stephan Muccular Jr. is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at AXA Advisors, M Holdings Securities, Gideon Strategic Partners, and Chick Fil-A. 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 generate tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nicholas Ruppe is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Ameriprise, he worked at KeyBank NA, NYLIFE Securities LLC, and New York Life Insurance Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

David Hannah is a financial advisor with Ameriprise in East Longmeadow, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2005. 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 recommendation reports and ongoing advice. The firm’s retirement income program emphasizes dependable income sources and tax-aware withdrawal strategies within a structured investment approach.

Steven Anastasia is a CFP® and ChFC® with 26 years of industry experience. He is currently with Ameriprise in Tampa, FL, having previously worked at Cetera and Regions Bank, as well as operating his own business. Outside of financial advising, he is a co-owner of Monty's Pizzeria in Clearwater, FL. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, delivering customized recommendations supported by research and modeling.

Laura Gerke is a Series 66-licensed financial advisor with Ameriprise in Minneapolis, MN, and has 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. 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 income planning, which includes a written Recommendation Report and ongoing advice based on research, third-party data, and algorithmic tools.

Michelle Myers is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and its affiliate since 2011. Myers also manages an advisory business through Northbound Solutions, LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory insights and delivers these services through a centralized consulting team in partnership with its financial advisors.

Christopher Gallaugher is a financial advisor with Ameriprise in Pickerington, Ohio, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President of the Pickerington Community Theatre Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Trevor Carroll is a financial advisor at Ameriprise in Boston, MA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at First Republic Bank and Stevens Institute of Technology. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Douglas Marine is a financial advisor with Ameriprise in Fort Dodge, IA, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. He has been with Ameriprise and its affiliate firms since 2008. Outside of his advisory work, Marine serves as a council member on the Knierim City Council and is involved with the local nonprofit FISH2O. 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 personalized retirement-income planning advice based on comprehensive investment research and third-party data.

Shawn Bumgardner is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 and 66 licenses, with 31 years of industry experience. He has been with Ameriprise and its predecessor entities since 1994. Outside of his advisory role, he is involved in business ownership related to payroll services and commercial real estate management. Ameriprise offers retirement-income planning primarily for clients with significant investable assets, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Wakeland is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including The Huntington Investment Company, Wesbanco Securities Inc, PNC Investments, and Morgan Stanley. 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 tax-aware planning advice, focusing on dependable income sources for clients approaching or in retirement.

Robert Berglund is a financial advisor with Ameriprise in Palm Harbor, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Mark Perry is a financial advisor with Ameriprise in Grand Island, NE, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015. Perry serves on the Board of Directors for the International Children's Network. 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 provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Kyle Vizzolini is a financial advisor with Ameriprise in Visalia, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Maxco for three years and Sundale Vineyards for two years. 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 tailored, non-discretionary recommendations, supported by a centralized retirement-income consulting team.

Ann Hundl is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2016. Outside of her advisory role, Hundl serves as Chief Financial Officer for Inertia Power LP and TarHawk Energy LP, and is a trustee on the board of Wharton County Junior College. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Sherrie Ingham is a financial advisor with Ameriprise in Troy, MI, holding the ChFC® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including roles at Concorde Asset Management and L.M. Kohn & Company. Outside of her advisory work, she is involved in business ownership and serves as COO of TLC Management. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.