Mitchell Weiss is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Ameriprise since 2009, working in various capacities within the firm. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with recommendations on income sources, withdrawal strategies, and Social Security options. The firm’s approach integrates proprietary research, third-party data, and managed account solutions within a defined investment framework.

Kevin Kitt is a financial advisor at Ameriprise with 16 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2025, he worked at UBS Financial Services Inc. for 15 years. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm provides tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team using research, modeling, and tax-efficiency analysis.

Triston Emke is a financial advisor with Ameriprise in Fargo, ND, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he worked in various roles including waiter at The Silver Spike Bar and Grill and football coach at Park Christian. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Kerry Thompson is a financial advisor at Ameriprise in Dublin, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Thompson is a co-owner of TRLT Ventures LLC and serves on the Board of Commissioners in Columbus, OH. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by algorithmic tools and oversight committees.

Cameron Parker is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, working initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise Financial Services, LLC since 2020. 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 retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Adams is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Ameriprise since 2019, Bank of America from 2011 to 2019, and Merrill since 2010. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive, research-driven recommendations on income sources, Social Security, and tax-efficient withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Grant Fjosne is a financial advisor at Ameriprise with 25 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role since 2020, he spent 15 years at Ameriprise Financial Services, Inc. He is also the owner of Fjosne Capstone Group, where he manages an advisory business. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions, utilizing a centralized consulting team to deliver tailored, research-based retirement income recommendations.

Clement Chiang is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes long tenures at MetLife Securities and Metropolitan Life Insurance Company before joining Ameriprise in 2017. Outside of his advisory role, he manages family-related real estate investment entities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide written, non-discretionary recommendations typically for individuals with significant investable assets. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nicolas Hernandez is a financial advisor with Ameriprise Financial Services in Plano, TX, holding a Series 66 designation and six years of industry experience. His work history includes roles at Ameriprise since 2018 and a period at Texas Tech University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for those nearing or in retirement, which provides written recommendation reports and ongoing planning advice focused on income and tax-aware withdrawal strategies.

Grace Galloway is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Ameriprise in 2025, she worked at Northwestern Mutual in various capacities from 2024 to 2025. She also attended Texas Christian University from 2019 to 2023. 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 ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

James Lowry is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments for 11 years before joining Ameriprise in 2025. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to provide tailored, non-discretionary advice, emphasizing managed accounts and algorithmic support in its planning process.

Regina Onkst is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Her prior experience includes roles at Ameriprise Financial Services Inc and UBS Financial Services Inc. Outside of her advisory work, she is involved in real estate ownership in Alachua, Florida. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Gary Moss Jr. is a financial advisor with Ameriprise in Boone, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he serves as a trustee for Lees McRae College and is a committee member for the First Presbyterian Church Endowment Fund. 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 customized, non-discretionary recommendations, supported by a centralized consulting team.

Andrew Fober is a financial advisor with Ameriprise in Cedar Falls, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated firms since 2007. Outside of his advisory role, Fober serves as an adjunct instructor at the University of Northern Iowa, teaching a course on financial skills. 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 with significant investable assets, providing personalized, research-driven recommendations coordinated by a centralized consulting team.

Anna Kotula is a financial advisor with Ameriprise in Ojai, CA, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise and its affiliated entities since 2017. Outside of her advisory role, Kotula owns and operates a physical therapy practice and serves on the Board of Trustees for the Ojai Art Center Theater, where she is chair of the Theater Branch. She also teaches dance and core strength classes at the Ojai Valley Athletic Club. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to support income planning. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Ryan Murray is a financial advisor with Ameriprise based in Jamison, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Murray serves as Treasurer for Nestlewood Estates, is a member of the finance committee at Solomon's Lodge No. 3, and holds leadership positions including Honorary Chairman of the Business Advisory Council and President of Alternative Care Concepts. He also supports local education through involvement with the Jamison Elementary Home & School Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, 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 to deliver non-discretionary advice, primarily focusing on assets held in Ameriprise Managed Accounts.

Jacob Atkinson is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, AXA Advisors, and Equitable Advisors. Outside of his advisory role, he manages an independent advisory business, Tiras Wealth Management LLC, where he serves as a client service paraplanner. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Robert Bastiaans is a financial advisor with Ameriprise in Parker, Colorado, holding Series 63 and Series 65 licenses and 48 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Alexandra Lynch is a Series 66 credentialed financial advisor with Ameriprise in Cedar Falls, IA, bringing 10 years of industry experience. She has been with Ameriprise Financial Services since 2016. Outside of her advisory role, Lynch is co-owner of The McCright Agency, a vehicle and property casualty insurance business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

David Sims is a financial advisor with Ameriprise in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, Sims serves on the boards of St. Mark's United Methodist Church and the Johnson County Library, and is a member of the Shawnee Mission School District Finance and Facilities Committee. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.