Jason King is a CFP® professional with 26 years of experience, currently serving at Ameriprise since 2009. He holds Series 65 and Series 63 licenses and is based in Richmond, VA. Outside of his advisory role, he makes his personal residence available occasionally for commercial or film location shoots. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

John Keane is a financial advisor at Ameriprise with 41 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a member of Momentum Partners, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and automated processes overseen by an internal committee.

Betsy Gaytan Leon is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with less than one year of industry experience. Her prior work includes roles at Monument Title Insurance Inc and teaching positions at the University of Nevada, Las Vegas, and the College of Southern Nevada. She also serves as a Notary Public. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations in partnership with clients’ financial advisors.

Kenneth Donovan is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ameriprise in Virginia Beach, VA. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial 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 tools.

Nathaniel Willaert is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 63 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Austin Arata is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Kinecta Financial & Insurance Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that partners with advisors like Austin to deliver tailored retirement-income recommendations.

Nicollet Buchmayer is a financial advisor at Ameriprise in Roseville, MN, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to returning to Ameriprise in 2025, Buchmayer worked at American Enterprise Investment Services and Ameriprise Financial Services. Outside of advisory work, Buchmayer serves on the board of the Ramsey Square Condominiums Association and participates in online research activities unrelated to finance. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals nearing or in retirement, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies.

Lisa Bosco is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and emphasizes managed accounts within its product-selection process.

Christopher Kruck is a financial advisor with Ameriprise in Sturgeon Bay, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he is involved in managing a real estate business through ownership of Door Peninsula Rental LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports in collaboration with its financial advisors.

Vicki Marsh is a financial advisor at Ameriprise with 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 1993 and holds a Series 63 designation. Based in Cincinnati, OH, Marsh has spent her entire advisory career within the Ameriprise organization. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized retirement income recommendations delivered through a centralized consulting team.

Colleen Willis is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2019 and previously at State Farm from 2016 to 2019. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions.

Natasha Jativa is a financial advisor with Ameriprise Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her prior work includes multiple roles at Citizens Bank and The Huntington Investment Company. Outside of finance, she owns Opulent Occasions, a party decorating and balloon design business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service, which provides tailored retirement income planning through a centralized team that collaborates with advisors to deliver non-discretionary recommendations based on proprietary research and third-party data.

William Williford is a financial advisor with Ameriprise in Auburn, Alabama, holding a Series 66 designation and having one year of industry experience. He has been with Ameriprise since 2018 and was self-employed from 2015 to 2018. Ameriprise provides retirement-income planning services targeted at individuals approaching 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 through affiliated entities.

Karolin Lex is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. She is based in Zumbrota, MN, and has held roles at Ameriprise Financial Services, Inc. prior to her current position. Lex serves on the Board of Directors for the Stabilize Zumbrota Families Committee and is involved as Development Committee Co-Chairperson for the National Professional Agricultural Student Organization. Ameriprise provides retirement-income planning services primarily for clients with substantial 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 through its institutional platform.

Sergio Modernel is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns Xcelerate Growth LLC, a business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated companies, employing a research-driven and algorithm-supported approach to retirement income recommendations.

Troy Bigalke is a CFP® and holds a Series 66 license, with 24 years of industry experience. He has been with Ameriprise since 2005, currently based in Saint Michael, MN. Outside of his advisory role, he owns a business, Bigalke Inc., which is not related to investment activities. Ameriprise is an institutional firm offering a retirement-income planning service tailored for clients generally holding at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily for clients approaching or in retirement, and delivers a broad range of advisory, brokerage, and insurance solutions.

Christopher Cook is a financial advisor at Ameriprise in Kokomo, Indiana, with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, Cook serves on the Board of Directors and Government Board at South Creek Church of God and works as an Associate Financial Advisor with Kaiser & Associates, LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized guidance through a centralized consulting team.

Aaron Hillmer is a financial advisor at Ameriprise in Sheboygan, WI, holding a Series 66 designation with five years of industry experience. His prior roles include positions at the University of Wisconsin-Madison and Whistling Straits. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes tax-aware withdrawal strategies and uses proprietary research and algorithmic tools to support asset allocation and Social Security claiming decisions.

Jason Saikaley is a financial advisor at Ameriprise Financial Services with 20 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with 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.

Emily Trematerra is a financial advisor at Ameriprise with 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998 and holds Series 63 and Series 66 designations. Outside of her advisory role, she owns a retail business called Oliveda. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notably offering a Premier Retirement Income service that provides retirement income planning and tax-aware withdrawal strategies through a centralized team collaborating with advisors.