Matthew Grezlik is a financial advisor with Ameriprise in Chicago, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he serves as an external board member for the Eastern Michigan University College of Business Finance Program and works as a CrossFit coach. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Brent Antti is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of advising, he serves as Vice Chairperson on the board of directors for the Oshkosh YMCA. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Jordan Bernstein is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2017 and also has experience with Florida State University. Bernstein is involved in independent insurance brokering focused on fixed annuities. Ameriprise provides a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Steven Campbell is a financial advisor with Ameriprise in Mt Pleasant, MI, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved in managing and operating HSC Group LLC, a business that handles administrative expenses and staff compensation for his practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Matthew Olson is a financial advisor with Ameriprise in Sandy, Utah, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Ameriprise and its affiliate since 1993. Outside of his advisory role, Olson has business ownership in Creekroad LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered alongside client advisors, with a focus on Ameriprise-managed accounts and algorithmic support for recommendations.

Steven Hebert is a CFP® professional with 33 years of industry experience, currently serving at Ameriprise since 2014. He has a background that includes providing training and support on Ameriprise technology tools and processes, as well as operating an audio production and voiceover business. Based in Minneapolis, MN, he holds a Series 63 license. Ameriprise is a large institutional firm offering a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce written Recommendation Reports in collaboration with clients’ financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cameron Meade is a financial advisor with Ameriprise, holding a Series 66 designation and starting his advisory career in 2024. Prior to joining Ameriprise, he was associated with Indiana University and Aberdeen Golf Course. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning through written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

David Pruitt is a financial advisor with Ameriprise in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves on the Board of Directors for the American Cancer Society and the Pawnee Condominium Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bernard Havey is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for eight years and at CVSHealth for eleven years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach involves a centralized team and proprietary tools to deliver customized recommendations within a defined investment framework.

Dakota Prewitt is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses. Dakota joined Ameriprise in 2024 and has prior experience working at Clear Creek Golf Cars for five years. 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 annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Arman Akhverdyan is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation. Prior to joining Ameriprise, his background includes roles in education and retail, as well as content creation on YouTube. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research-driven, non-discretionary recommendations with a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Erica Wadel is a financial advisor at Ameriprise with 32 years of industry experience. She previously worked for RiverSource Distributors Inc for 12 years before joining Ameriprise in 2024. Erica holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she is involved as an insurance specialist with both Ashford Wealth Advisors and TruSpire Wealth Advisors. 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 retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Mc Claugherty is a financial advisor with Ameriprise in Apex, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and manages Serving To Multiply, Inc., an advisory-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-smart strategies and asset management through a centralized consulting team.

Steven Adelson is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliates since 2006. Outside of his advisory role, Adelson participates in professional pickleball events and tournaments. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement, typically serving clients with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, focusing on clients’ income sources and withdrawal strategies.

Lauren Cooper is a financial advisor with Ameriprise in Newark, DE, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of her advisory role, she is involved with P Two P LLC, working through it for Ameriprise-related activities. Ameriprise offers a retirement-income planning service targeted at clients nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-efficient withdrawals. The firm combines research and modeling with advisor collaboration and leverages algorithmic tools to deliver tailored retirement strategies.

John Mcdonald is a financial advisor with Ameriprise in Mobile, Alabama, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, emphasizing managed accounts and algorithmic support for retirement income recommendations.

Tate Running is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he is involved in commercial property ownership through Running Property Group LLC. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

John Stoffere Jr. is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he owns a business involved in restaurant and horse racing partnerships. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with substantial investable assets. The firm utilizes a centralized consulting team and a combination of research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations.

Thomas Giroux Jr. is a financial advisor with Ameriprise in Clayton, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he is involved in non-investment-related real estate ownership. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Kristine Booth is a financial advisor with Ameriprise in Poulsbo, WA, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Ameriprise since 2022 and previously was employed at Carters Osh Kosh from 2019 to 2023. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant 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 advice through a centralized consulting team.