Mark Massaro Jr. is a financial advisor with Ameriprise in Clarence Center, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Kirsten Gruber is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. She has previously worked at Strategic Wealth Advisors Group, LPL Financial, Nurtured Wealth, and Bank of America. Outside of her Ameriprise role, she is employed as an associate advisor and paraplanner with MacKelfresh & Associates LLC. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Fedders is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, Fedders coaches freshman girls basketball at Sioux Falls Christian. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm delivers these services through a centralized consulting team alongside its broad range of advisory, brokerage, and insurance solutions.

Spencer Markoe is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. He also has experience outside finance, having worked in catering for one year. 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, combining proprietary investment research and algorithmic tools to provide ongoing, tax-aware withdrawal strategies.

Kristen Salt is a CFP® and ChFC® with 33 years of experience in financial advising. She has been with Ameriprise since 2005, currently serving as an advisor in Olympia, WA. Outside of her advisory role, she serves on the Board of Directors for the RiverFront Condo Association in Portland, OR. 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 ongoing retirement-income planning advice through a centralized team, focusing on dependable income sources and tax-aware withdrawal strategies.

Paul Terrey is a financial advisor with Ameriprise in Durham, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Terrey manages general business activities for Triangle Advisory Group LLC, a non-investment business established to handle practice-related expenses. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm combines modeling, tax-efficiency analysis, and adaptive withdrawal strategies while emphasizing the use of managed accounts and affiliated investment products.

Stephen Bien is a ChFC® with 25 years of industry experience. He is currently with Ameriprise in Naples, FL, where he has worked since 2026. Prior to Ameriprise, he spent 22 years with CliftonLarsonAllen Wealth Advisors, LLC and CliftonLarsonAllen LLP. 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 written retirement-income recommendations and ongoing tax-aware planning.

Bryce Johnson is a financial advisor with Ameriprise in Rancho Mission Viejo, CA, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Charles Schwab, Charles Schwab Bank, and Northwestern Mutual. He serves on the Board of Directors for the Boys and Girls Club of Tustin. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling to deliver tailored, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Julia Sheridan is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple roles at Ameriprise since 2010 and three years at LPL Financial. 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 retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Cathy Grimes is a financial advisor with Ameriprise in The Colony, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its related entities since 1998. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, 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.

Philip Johann is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. He previously worked for American Portfolios Financial for ten years before joining Ameriprise. Ameriprise offers a retirement-income planning service focused on 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, delivering personalized, non-discretionary advice supported by algorithmic automation and a centralized consulting team.

Michael Doyle is a CFP® professional with 12 years of experience in financial advising, currently with Ameriprise in Bellingham, WA. He has been with Ameriprise and its affiliated entities since 2013, holding various advisory roles within the firm. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial 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 analysis in its advisory approach and operates as a large institutional provider with a broad range of advisory, brokerage, and insurance solutions.

Clinton Moss is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior experience with State Farm and Brad Carlisle Insurance Agency. Before entering the financial sector, he spent ten years working at Maley-Yarbrough Funeral Home. 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 advice focused on dependable income and tax-aware withdrawal strategies.

Carlos Bertran is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Bertran is the owner and president of REALVEGAS.COM, INC., a services information website, and serves as Master of a Group of Philosophers for Cosmic Rose Pronaos AMORC in Las Vegas. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary retirement recommendations delivered in partnership with its financial advisors.

James Mason is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience that includes roles in legal services and education. Outside of his advisory role, Mason owns Prestige Worldwide, a live music entertainment and music ministry business based in Atoka, Tennessee. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to develop tailored recommendation reports.

Rohan Mehta is a financial advisor with Ameriprise in Marlborough, MA, holding a Series 63 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in business ownership through DPT Management Corp. and consulting with RHM Holdings LLC. 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 advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.

Josh Martinez is a financial advisor at Ameriprise Financial Services, LLC with four years of industry experience. He holds a Series 66 designation and has worked exclusively with Ameriprise since 2020. Prior to his advisory role, he held positions at several universities and in retail. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Tsakakis Jr. is a financial advisor with Ameriprise Financial Services LLC in Edina, MN, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations 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 advice through a centralized consulting team.

George Amedore III is a CFP® with 10 years of experience in financial advising, currently with Ameriprise. His prior roles include positions at Refined Financial LLC, AlphaStar Capital Management, and The AYCO Company, L.P./Mercer Allied. Outside of his advisory work, he serves as Stewardship Pastor on the Board of Directors for Redemption Church NY and holds a board position with WTRWAY. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized, non-discretionary recommendations through a centralized consulting team.

Tuangporn Jackson is a financial advisor at Ameriprise in New York, NY, holding a Series 66 designation with 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. 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 to deliver personalized, non-discretionary recommendations through a centralized consulting team.