Dominick Divine is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at JP Morgan Securities and INVEST Financial Corp. He also manages an advisory business with California Credit Union. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning and ongoing advice focused on income reliability and tax-aware strategies.

Ellen Capone is a financial advisor with Ameriprise in Greenville, NC, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. She has been with Ameriprise and its affiliates since 1992. Outside of her advisory role, she serves on the Board of Directors and as Treasurer for Woodbury Yoga and Meditation. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, with a retirement-income consulting team delivering algorithm-supported, non-discretionary recommendations in partnership with client advisors.

Gary Spencer is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2009. Outside of his advisory role, he owns a tax preparation business, S&P Financial Group, Ltd. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines written recommendations with ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

David Lohff is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, Lohff serves as a substitute pastor and occasionally speaks at churches, and he also leads group exercise classes at Rockwell Fitness. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with advisor collaboration and offers a broad range of advisory, brokerage, and insurance solutions.

Gregory Martin is a financial advisor with Ameriprise in Howell, NJ, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to generate tailored recommendations and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Eldred Barger is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Barger co-owns Seventeen Athletics LLC, a baseball training facility, and serves as president of the Seventeen Baseball Club. He is also a board member for Fabric of Hope and Westbrook W Club, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Guy Fujishige is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Michael Blessing is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership through a limited liability company in Tipton, Iowa. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Tanya Klimpel is a financial advisor at Ameriprise in Woodbury, MN, holding a Series 63 designation with 27 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2011. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Thell is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 66 designation and six years of industry experience. She has worked at Ameriprise since 2017, including time at Ameriprise Financial Services, Inc., and previously at KeyStone Search. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed written 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 and uses a combination of algorithmic automation and oversight to generate tailored retirement income recommendations.

Daniel Rohr is a Series 66-licensed financial advisor with Ameriprise in Uniontown, Ohio, and has 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing assets held in Ameriprise-managed accounts and using algorithmic tools overseen by specialized committees.

Nathan Ross is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at the Cincinnati Sports Club and Makatewah Country Club. He serves on the Board of Directors for Austin Retros Netball, where he is also a team captain. Ameriprise offers retirement-income planning services designed for individuals with significant investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Holly Peterson Hall is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Ameriprise since 2005, working across multiple affiliated entities within the firm. 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 planning advice focused on retirement income, utilizing a centralized team that collaborates with the client’s advisor while relying on proprietary research and third-party data.

Linda Campbell is a financial advisor with Ameriprise in McKinleyville, CA, holding a Series 63 designation and bringing 35 years of industry experience. She has worked at Ameriprise since 2025, following nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

James Frankowski is a CFP® professional with 27 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor in Houston, TX. Outside of his advisory role, he is involved in intellectual property development through Academic Concepts LLC and serves as president of the Bayou Lofts Association board of directors. Ameriprise is a large institutional firm that offers retirement-income planning services for clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm provides a broad range of advisory, brokerage, and insurance solutions, with a centralized team delivering algorithm-driven, customized retirement recommendations.

Joel Boyce is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns EPIC Operations LLC and is involved in independent insurance brokering with several carriers. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized retirement advice, primarily for clients maintaining a meaningful portion of assets in Ameriprise-managed accounts.

Kevin Sherman is a financial advisor with Ameriprise in Texarkana, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Intrua Financial, Intrua Advisory Group, LPL Financial, and TEXAR Federal Credit Union. Outside of his advisory work, Sherman serves on multiple local boards and councils, including the Atlanta City Development Corporation, the City Council of Atlanta, Texas, and the Ark-Tex Council of Governments. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jonathan Rogers is a financial advisor at Ameriprise in Canfield, Ohio, holding a Series 66 designation with seven years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2015. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendation reports that incorporate tax-efficient withdrawal strategies and Social Security claiming options.

Jason Atwater is a financial advisor with Ameriprise in Minneapolis, MN, holding the CFP® designation and Series 66 and 63 licenses, with 13 years of industry experience. He worked at ICMA-RC Services, LLC for seven years before joining Ameriprise in 2019. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and third-party data within a defined investment universe influenced by its affiliated product relationships.

Jeffrey Bellinghausen is a financial advisor with Ameriprise in Richardson, TX, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in managing his own advisory business through JKB Alliance LLC and participates in a business ownership venture that rents office space. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income services that provide detailed planning and advice focused on income reliability and tax-efficient withdrawal strategies.