Winata Wicker is a financial advisor with Ameriprise Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Ameriprise since 2009. In addition to her advisory role, she co-owns WB Elite Tax & Accounting, a business providing tax preparation and bookkeeping services. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that combines research, data, and algorithmic tools to deliver written retirement income recommendations and ongoing planning advice.

Mark Hotchkiss is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise in Venice, FL. His prior experience includes over a decade at First Command Financial Services and its affiliated entities. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, delivering written recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, primarily focusing on assets managed within Ameriprise accounts.

Andrew Reese is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Penn State University and McDain Golf Center. 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 income sources and tax-aware withdrawal strategies.

Gina Humphries is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and bringing four years of industry experience. She previously worked at Edward Jones for five years and has diverse professional experience including roles at Molen Orthodontics and Fleet Feet Sports Bonney Lake. Outside of her advisory work, she has a minor involvement as an affiliate in a multi-level marketing vitamin company. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates proprietary investment research and algorithmic tools to provide personalized, tax-aware retirement recommendations.

Ronald Williams is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington National Bank, The Huntington Investment Company, and JP Morgan Chase. He is based in Bridgeport, WV. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm combines proprietary research, third-party data, and algorithmic tools to provide tailored, tax-aware withdrawal strategies and income recommendations.

Alexandra Gwynn is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for five years and Ahrens Accounting & Tax Services for one year. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, notable for its Premier Retirement Income service that provides specialized retirement income planning through written recommendations and ongoing advice.

Cheryl Scovell is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning with written Recommendation Reports and tax-aware withdrawal strategies.

Samantha Coates is a financial advisor with Ameriprise in Hebron, Indiana, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of her advisory role, she manages an advisory business through Mary Haluska & Associates LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and algorithmic tools to support these services while offering a wide range of advisory, brokerage, and insurance solutions.

Ryan Miller is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked previously at WisdomTree Investment Inc and Lawrence Academy. He is also involved with Array Services LLC, managing an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals 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 personalized retirement income recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

James Park is a financial advisor with Ameriprise in San Jose, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm serves a large client base and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Peter Barbato is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Blackhawk School District, Joel Martin and Associates, and Flick Financial. He also has experience working with Beaver Falls Coffee and Tea and Geneva College. 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 retirement-income planning advice, with a focus on dependable income sources and tax-aware withdrawal strategies.

Jesse Beckermann is a financial advisor with Ameriprise in Hayward, Wisconsin, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Beckermann serves as treasurer for Hayward Wesleyan Church and is vice president of the Greater Hayward House of Hope. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Goralski is a financial advisor with Ameriprise in Middlebury, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at GE Electric Insurance Company and held positions at Wilkes University and Xavier High School. He is involved with Honey Badger Management, a management company associated with Fiduciam Financial. Ameriprise is a large institutional firm offering retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement recommendations tailored to clients’ financial situations.

Peter Foreman is a CFP®-certified financial advisor with Ameriprise in Springfield, Ohio, and has 22 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory work, Foreman serves on the Board of Directors for the Mercy Health Foundation in Clark and Champaign Counties and participates on finance committees for St. Joseph/St. Raphael Church. Ameriprise offers comprehensive retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thomas Taylor is a financial advisor with Ameriprise in Loveland, Ohio, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Ameriprise in 2020, he worked at PNC Investments for 13 years. He also manages investments as a bank branch employee at Heritage Bank. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations.

David Keller is a CFP® with 34 years of industry experience, currently serving at Ameriprise in Omaha, NE. He has been with Ameriprise Financial Service, LLC since 1991 and previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is a co-owner of DSW Enterprises LLC, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to support retirement income goals. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Jon Hill is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Ameriprise since 2016 and is based in Jacksonville, Florida. Outside of his advisory role, he co-owns several LLCs related to real estate and business management with a partner, including entities formed to assist with loan payments and managing jointly owned real estate. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service integrates proprietary investment research and third-party data, providing non-discretionary recommendations tailored to clients meeting specific asset criteria.

Nancy Hanson is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and 29 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including written Recommendation Reports and ongoing advice that incorporates asset allocation, withdrawal strategies, and Social Security options.

Jamie Reece is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Reece held positions in the fitness and hospitality sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including tax-aware withdrawal strategies and Social Security claiming options. The firm’s approach involves a centralized team and proprietary research tools, with recommendations implemented non-discretionarily by clients or their advisors.

Alexis Graham is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Ameriprise in Houston, TX. Her career includes roles at Merrill, Fisher Investments, Comerica Securities, and Macy’s. She is also involved with Geaux Sooners, LLC DBA Luminate in a financial advisory capacity related to her Ameriprise work. Ameriprise provides retirement-income planning services focused on individuals nearing 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 typical of a large institutional provider.