Michael Lloyd is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in fiduciary activities and owns a business related to group office protection and bill payment. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that combine research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and integrates algorithmic tools alongside human oversight.

Melissa Hughes is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise since 2017, following 13 years at SII Investments and Wealth Partners. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Wilson is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Wilson is involved in various business activities including serving as co-owner of an aviation company specializing in private charter and organ transplant jet services, as well as holding a position on the Investment Committee of the York County Community Foundation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Nicole Fry is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she works as an independent contractor driver for DoorDash. Ameriprise is a large institutional firm that offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations through a centralized consulting team.

Scott Jones is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Huntington Investment Company for 17 years prior to joining Ameriprise. 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 income sources and tax-aware withdrawal strategies.

Matthew Dazey is a financial advisor with Ameriprise in Roseville, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, he worked at DoorDash and Goodwill Industries. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

Stephen Bishop Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 30 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis, delivering personalized plans through a centralized consulting team.

Jonica Ewald is a financial advisor with Ameriprise, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is involved in business ownership through Ewald Enterprises LLC and Integrity Point, LLC, and holds an executive role in Integrity Point Real Estate LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Anna Kareis is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked at Northwestern Mutual in various capacities from 2018 to 2022 and spent a year with City Year San Antonio. 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 ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Hannah Briggs is a financial advisor with Ameriprise in Mont Belvieu, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Ameriprise in 2025, she worked at Presidio Wealth Partners, Avidian Wealth Solutions, Fidelity Investments, and several other financial firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Marcus Max is a CFP® with 34 years of industry experience, currently serving with Ameriprise since 2020 and having worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He is based in Hutchinson, MN. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes annual planning advice with a focus on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Gregory Hills is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he serves as Treasurer and Director on the Board of The Milligan-Hills Farm Company in Cedar Rapids, Iowa. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It 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.

Adam Carter is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and Series 65 and 63 licenses, and has six years of industry experience. Prior to joining Ameriprise in 2026, he worked at Bank of America, Merrill, and Fifth Third Bank and Securities. Outside of his advisory role, he is a co-owner of a family rental property in Princeton, Texas. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Mosson is a CFP® professional with 44 years of industry experience, currently serving at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for seven years. He is chairman of the Kent County Building Authority and serves on the Kent County Insurance Board. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations in partnership with financial advisors. The firm is a large institutional provider of advisory, brokerage, and insurance solutions.

Brian Boswell is a financial advisor with Ameriprise in Memphis, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset thresholds, 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 personalized, non-discretionary retirement income advice through a centralized consulting team.

Julianne Hussain is a financial advisor with Ameriprise in Aliso Viejo, CA, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Ameriprise, she has experience working in education and the food service industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Saitta Jr. is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Neuberger Berman LLC. Outside of his advisory role, he serves as COO of Halite Capital LLC, where he oversees general accounting, operational management, and custodial oversight. Ameriprise offers a retirement-income planning service primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Scot Billeaudeau is a financial advisor with Ameriprise in New Orleans, LA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Compass Capital Management, Minnesota Life Insurance Co, and Securian Financial Services Inc. He is also the owner of Billeaudeau Enterprises LLC, a business unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals with significant 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 retirement recommendations through a centralized consulting team.

Moira Montgomery is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise in various capacities since 2002. Montgomery is also involved with Ark & Compass LLC, managing an advisory business outside of her primary role. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, typically serving clients with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, supported by a centralized consulting team that delivers customized, research-driven retirement income recommendations.

Eric Updegrove is a financial advisor with Ameriprise in State College, PA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at American Income Life and Advantage Solutions, Inc. Outside of his advisory work, Updegrove coaches alpine ski racing for the Tussey Mountain Ski Corp. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate personalized retirement recommendations.