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Garrett D
Series 63
Westlake Village, CA
Ameriprise
Garrett De Buiser is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 63 designation and having 35 years of industry experience. He has been with Ameriprise and its predecessor firms since 1991. Outside of his advisory role, he is involved in cellular spectrum license acquisition and management through his business ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses research and algorithmic tools to provide personalized recommendation reports with a focus on asset allocation and Social Security claiming options.
Gillian S
Series 66
Glastonbury, CT
Ameriprise
Gillian Snyder is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 66 credential and beginning her advisory career in 2026. Her prior experience includes roles in insurance and performing arts organizations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice and tailored recommendation reports. The firm’s approach includes asset allocation strategies and Social Security planning, with a focus on clients meeting specific asset requirements.
Melissa R
Series 66
Norman, OK
Ameriprise
Melissa Raiford is a financial advisor with Ameriprise in Norman, OK, holding a Series 66 designation and four years of industry experience. She previously worked at Freedom Retirement Solutions, Inc. for three years before joining Ameriprise in 2020. Outside of her advisory role, she owns and manages a local café and participates in leadership and philanthropic activities with the Alpha Gamma Delta Norman Alumnae Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research with third-party tools to provide tax-aware withdrawal strategies and dependable income planning for clients approaching or in retirement.
John P
Series 63
North Haven, CT
Ameriprise
John Picard is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, Picard serves on multiple boards, including as Chairman of the Tweed New Haven Airport Board of Directors and as a member of the Town of Madison Board of Finance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored, research-supported recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions within a large institutional framework.
Ethan H
Series 66
Brookfield, WI
Ameriprise
Ethan Hanrahan is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked previously at Byline Bank and Menards. His earlier career includes roles at the University of Wisconsin - La Crosse and the Waterford School District. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, 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 delivers personalized recommendations through a centralized consulting team.
Olga J
Series 66
Ojai, CA
Ameriprise
Olga Jones is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she maintains a real estate license and is involved in multi-family and commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, utilizing a centralized consulting team to deliver tailored, research-based recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Eleanor S
CFP®, Series 63, Series 65, Series 66
Calais, VT
Ameriprise
Eleanor Stubbs is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2020. She previously worked at TIAA-CREF and Tiaa from 2015 to 2020. Outside of her advisory role, she serves as a general board member for Community Harvest of Central Vermont. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial 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 to deliver tailored, non-discretionary retirement advice through a centralized consulting team.
Hope D
Series 66
Spring Hill, FL
Ameriprise
Hope Duryea is a financial advisor with Ameriprise in Spring Hill, FL, holding a Series 66 credential and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as the Hernando County District 38 Chairwoman, where she promotes voting in her district. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
David K
CFP®, Series 63
Milford, MI
Ameriprise
David Kaminski is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Kaminski owns and operates a commercial real estate business and serves as president on the board of a condominium association. Ameriprise is a large institutional firm offering retirement-income planning services focused on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a combination of research and modeling to generate personalized, tax-efficient recommendations.
Michael F
CFP®, Series 63, Series 65
Mequon, WI
Ameriprise
Michael Franks is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Prior to this, he worked at LPL Financial for 12 years. His other business activities include independent insurance brokering focused on health and Medicare supplement insurance with providers such as United Health, Humana, and Aetna. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, combining research and modeling to provide tax-efficient, customized income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
Michael C
CFP®, Series 63, Series 65
Middletown, NY
Ameriprise
Michael Collins is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2021. His prior roles include six years at Bruderman Brothers LLC and Bruderman Asset Management, LLC, as well as a year at Gary Goldberg Planning Services Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.
Joshua K
Series 63, Series 65
Worcester, MA
Ameriprise
Joshua Kane is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he has interests in real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm’s approach combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations that support retirement income planning.
James B
Series 66
Voorhees, NJ
Ameriprise
James Belz is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Capital Analysts and Lincoln Investment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers personalized retirement planning focused on dependable income sources and tax-aware withdrawal strategies.
Chad C
Series 66
Melbourne, FL
Ameriprise
Chad Colbert is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is a co-owner of a consulting firm and holds a significant ownership interest in a Jersey Mike's franchise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to provide tailored, tax-aware retirement income strategies.
Lea I
Series 63, Series 65
Newport Beach, CA
Ameriprise
Lea Inouye is a financial advisor with Ameriprise in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.
Benjamin H
Series 66
Colchester, VT
Ameriprise
Benjamin Harris is a financial advisor with Ameriprise in Burlington, VT, holding a Series 66 designation and two years of industry experience. His prior roles include positions at ARIS Solutions, Baystate Financial, and Saint Michael's College. He also has experience outside finance, including work with Zero Gravity Craft Brewery. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, with a focus on managed accounts and algorithmic automation in its retirement planning approach.
Joshua S
Series 66
Hingham, MA
Ameriprise
Joshua Shepherd is a financial advisor with Ameriprise in Marshfield, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he is involved with Southern Alliance Volleyball and is the anticipated owner of a volleyball junior Olympic club. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports through a centralized consulting team.
Mark E
Series 63, Series 65
Fort Worth, TX
Ameriprise
Mark Elledge is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its predecessor firm since 2011. Outside of his advisory work, he serves on the Board of Directors and as President of the Lone Star Region of the Plymouth Owners Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.
Robert E
Series 66
Bethlehem, PA
Ameriprise
Robert Engleman Jr. is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2026, he worked for Edward Jones for five years and was associated with Robert Engleman MD for fourteen years. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning centered on income sources and tax-aware withdrawal strategies. The firm’s advisory approach combines investment research, third-party data, and algorithmic tools to support client recommendations.
Eric E
Series 63, Series 65
Tukwila, WA
Ameriprise
Eric Eversole is a financial advisor with Ameriprise in Kent, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic tools overseen by specialized committees to support its planning process.
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