Syed Mahmud is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 65 and Series 63 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor since 2005. Mahmud serves on the Endowment Committee of the Islamic Center of Greater St. Louis, where he participates in investment discussions and works to grow the endowment fund. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through a centralized service team.

John Rivera is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise in Scottsdale, AZ. His prior experience includes three years at The Vanguard Group, Inc. and various roles outside the financial industry. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income and tax-aware withdrawal strategies.

Jared Hesketh is a financial advisor with Ameriprise in Chicago, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, he spent eight years in full-time education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Trinity Lawrence is a financial advisor at Ameriprise in Atlanta, GA, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Ameriprise, Lawrence worked at AlliantGroup and spent seven years at Brinker Nation - Chili's Bar and Grill. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver written, non-discretionary recommendations based on research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Luke Taylor is a financial advisor with Ameriprise in Paint Rock, TX. He holds a Series 66 designation and has been with Ameriprise since 2022. Prior to joining Ameriprise, he worked at Olive's Nursery for one year. Ameriprise offers a retirement-income planning service aimed 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 personalized, non-discretionary advice through a centralized consulting team.

Kenneth Osler is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Ameriprise since 2018, following prior experience at Wunderlich Securities, Inc. from 2015 to 2018. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Samuel Rothberg is a financial advisor with Ameriprise in Hollywood, FL, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory work, he serves as a part-time rabbi at Temple Sinai of North Dade. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Linda McGuire is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves on the Board of Directors and acts as Education Coordinator and President of the Olmsted County Chapter of Minnesota Citizens Concerned for Life. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jane Berryman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise since 2015. Outside of advising, she serves on the Board of Directors for the Philadelphia Chapter of the Daughters of the American Revolution and acts as a chapter librarian. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Lee Maciej is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 63 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. In addition to his advisory role, he serves as COO and Chief Investment Officer of TC Family LLC, where he supports strategic vision and operational management. 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 sources and tax-aware withdrawal strategies.

Robert Mc Call Jr. is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside his advisory role, he serves as President of the Board of Directors at Tualatin Country Club. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Roger Sulhoff is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise since 2019, previously serving at The Strategic Financial Alliance, Inc. and Private Client Advisory, Inc. Outside of his advisory work, he manages a sailboat charter business through a professional management company and is involved in personal estate planning activities. Ameriprise provides retirement-income planning services primarily for individuals with substantial 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 through its affiliated companies.

Edward Conti is a financial advisor with Ameriprise in Bellevue, WA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in independent insurance brokering. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

James Dowd is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James & Associates for 13 years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team working alongside financial advisors.

Julia Rahman is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch Wealth Management and Ulta Beauty. Rahman has also been involved with the Michigan State University Multicultural Business Program. 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 retirement-income planning advice through a written Recommendation Report and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Kevin Lang is a CFP®-designated financial advisor with Ameriprise in Campbell, CA, bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, Lang is a co-owner of MaiTai Eden Properties LLC, a real estate business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Meeta Patel is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise since 2017 and has prior experience at CVS. Patel is a co-owner of NAP Partners, LLC, through which she manages her advisory business. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, primarily for clients with accounts managed by Ameriprise.

Andrea Roschke is a financial advisor with Ameriprise in Agoura Hills, CA, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise since 2011 and was previously a partner at SingerLewak LLP, a large CPA firm, where she was involved in tax preparation. Roschke also serves as a trustee in fiduciary activities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to support its clients’ retirement planning needs.

Paul Ewing is a financial advisor with Ameriprise, holding Series 63, Series 65, and Series 66 licenses and 23 years of industry experience. He has worked at Ameriprise since 2020 and previously spent eight years at Morgan Stanley Smith Barney and five years at Morgan Stanley Private Bank. Ameriprise provides 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 deliver customized, non-discretionary recommendations through a centralized consulting team.

Lance Strom is a financial advisor with Ameriprise in Prior Lake, MN, holding the CFP® designation and a Series 66 license. He has 24 years of industry experience, with 21 years at Ameriprise and its affiliated entities. Outside of his advisory role, he is involved with Royal Ideas LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching 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.