Veronica Dean is a financial advisor with Ameriprise in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by a Retirement Income Oversight Committee to deliver tailored retirement income advice.

Michael Bitanga is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior work includes involvement with Slim's Chance Bulldogs and Slim's Chance Foundation, as well as experience at Bertucci's Italian Restaurant. 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.

Sharon Deiterman is a financial advisor with Ameriprise in San Angelo, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory work, she is involved in a business partnership called Mother Goose and Moose, which manages expenses related to acquiring a retiring advisor’s book of business. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies, operating as a large institutional financial services provider.

Jared Kleinbrook is a financial advisor with Ameriprise in Oregon, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team in partnership with advisors like Kleinbrook.

Donald Johnson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 40 years of industry experience. Prior to joining Ameriprise in 2026, he worked at Raymond James Financial Services in various capacities from 1998 to 2026. Outside of advising, he is involved in managing several private business ventures including a hunting lease and multiple investment partnerships in Sebring, Florida. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendation reports and ongoing advice based on proprietary research and third-party data.

Jason Quinn is a financial advisor at Ameriprise in Fort Wayne, IN, holding a Series 66 designation and with three years of industry experience. Prior to his current role, he worked at Delaware Insurance and Delaware Life Insurance, and earlier spent eight years at Starbucks Coffee Corporation. 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 written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Adam Boyar is a financial advisor at Ameriprise in Boca Raton, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Boyar owns and manages Boyar Group LLC, an investment-related business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement 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 recommendations, primarily for clients with Ameriprise Managed Accounts.

Kalsang Dickyi is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Kalsang worked at Morning Glory Homes and the University of St. Thomas. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Antonio Aiello is a CFP®-certified financial advisor with 25 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 20 years. He is co-owner of A.B. Strategic Partners, LLC, a business entity unrelated to investment advisory services, and serves on the board of the Pine Richland Youth Center. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria, delivering detailed, non-discretionary recommendation reports that incorporate tax-smart strategies and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Thomas Jenson is a financial advisor at Ameriprise Financial Services with 30 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining Ameriprise in 2014, he worked at Focus Financial. Outside of advising, he is involved in tax preparation and serves as treasurer on a nonprofit board. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement-income planning through a centralized team and proprietary analysis tools.

Tracy Dallen is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 63 designation and bringing 26 years of industry experience. Dallen has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of advising, Dallen owns Vetric Enterprises, LLC, a holding company for sport horses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Wise is a financial advisor at Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at The Vanguard Group, Inc. from 2021 to 2024 and has a background that includes nearly a decade at the Charlotte Mecklenburg Library. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team.

Amy Roat is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2015. Outside of her advisory role, she participates in studio maintenance shifts at a Corepower yoga studio. 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 recommendations, supported by a centralized consulting team and algorithmic tools.

Robert Vamos is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and over 34 years of industry experience. His prior roles include ten years at LPL Financial LLC and ongoing engagement with Ameriserv Financial Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependable income sources.

Brian Britt is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Torrance, CA since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Brian manages financial reporting and accounting for apartment buildings. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement, combining research and modeling with tax-efficient strategies. The firm offers a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Kenneth Kallem is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 1998 to 2020. Outside of his advisory role, he is involved in managing Prairie Springs Group, LLC, which handles team-related administrative expenses. 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 options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Dominique Wondra is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise in 2026, Dominique worked in various roles including at Aldi and Prodigy Web Services. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Healey is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked as a self-employed consultant for eleven years. Outside of his advisory role, he owns and manages Opulent Strategies LLC, a business consulting firm based in Greenville, SC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Edward Marshall III is a CFP® professional with 22 years of experience in the financial services industry. He has been with Ameriprise since 2003, initially at Ameriprise Financial Services, Inc., and currently at Ameriprise. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations and emphasizes managed accounts within its advisory approach.

Jacqueline Aime is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Leesburg, VA. Her career includes roles at Prudential Insurance Company of America, Anthem, Humana, and Cuso Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.