Michael Di Pasquale is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2016 in various roles. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers personalized, algorithm-assisted recommendations through a centralized consulting team.

Erik Rosvold is a CFP® professional with 28 years of industry experience, currently advising at Ameriprise in Edina, MN. He has been with Ameriprise and its affiliated entities since 2000. 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 recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Nicholas Fish is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he consults and mentors junior advisors through Eunoia Management Group LLC, focusing on training, marketing, and event planning. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Patricia Martin is a financial advisor at Ameriprise with 35 years of industry experience. She has been with Ameriprise and its predecessor firm since 1990 and holds a Series 63 designation. Outside of her advisory work, she has involvement in single-family real estate ownership. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to produce tailored, non-discretionary retirement income recommendations.

Pierre Boryczewski is a financial advisor with Ameriprise in Westlake, OH, holding a Series 66 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specified 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 in its approach and delivers these recommendations through a centralized consulting team in partnership with financial advisors.

Sarah Lundgren is a Series 66-credentialed financial advisor with seven years of industry experience. She has been with Ameriprise Financial Services since 2017, currently based in Watkinsville, GA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Andrew West is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Ameriprise since 2020. He previously worked at Raymond James & Associates from 2014 to 2020. Outside of his advisory role, he is a co-owner of CrossFit Greer, a local CrossFit gym in South Carolina. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.

Scott Stensrud is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, he serves on the Gift, Grants and Memorials Committee at Gloria Dei Lutheran Church. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing 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 personalized, non-discretionary retirement recommendations through a centralized consulting team.

Richard Gnivecki is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliates since 1994. In addition to his advisory role, he is involved in independent insurance brokering with Blue Cross Blue Shield Illinois. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive strategies to deliver tailored, non-discretionary advice through a centralized consulting team.

Jeffrey Ringholm is a Series 66-licensed financial advisor with Ameriprise, based in Lincoln, CA, and has 12 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. In addition to his advisory role, Ringholm is involved with Blue Oaks Management, LLC, an Ameriprise Financial franchise. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset thresholds. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist financial advisors in delivering tailored retirement strategies.

Robert Yeh is a CFP® professional with over 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, including its affiliated entities, and is currently based in Virginia Beach, VA. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Maurice Valdivieso is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and U.S. Bancorp Piper Jaffray Inc. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Dawn Sherwood is a financial advisor with Ameriprise in Dunnellon, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specified asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

William Johnson is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise Financial Services. He has been with Ameriprise since 2009 and is based in Grand Rapids, MI. Outside of his advisory role, he serves as an Associate Pastor at Daybreak Church and is a member of a local board of directors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Krista Tarbox is a financial advisor with Ameriprise in Tempe, AZ, holding a Series 63 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing detailed 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 these services, with a focus on assets held in Ameriprise-managed accounts.

Jacob Miller is a financial advisor at Ameriprise with 12 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Ameriprise in 2024, he worked at Edward Jones for 10 years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and annual advice. The firm’s approach integrates in-house investment research, third-party data, and algorithmic tools, serving clients with specific asset requirements and utilizing an affiliated product ecosystem.

Cody Amundson is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 credential and three years of industry experience. Prior to Ameriprise, he worked at Eastman Meyler PC and held various positions in educational institutions. He is also an associate financial advisor at Montandon and Associates, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Collyn Fouard is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he held roles at Great Plains MFG Inc, Salina Vortex Corp, and Kansas State University. Outside of advising, he owns CKF Engineering & Consulting and co-owns Fouard Family Farms. Fouard also serves on several boards, including the Acacia Kansas State Chapter, First Covenant Church Finance Board, and the Saline County 4H Development Fund. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to deliver tailored, tax-efficient recommendations.

Leilani Germain is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2003 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Germain serves in several community roles including chairing the Museum of Science in Boston and acting as secretary for the Friends of the Medford Public Library. Ameriprise provides 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 recommendations through a centralized consulting team.

Isabella Repucci is a financial advisor with Ameriprise in Essex, MA, holding a Series 66 credential and three years of industry experience. Her prior roles include positions at Erock Tax + Financial Planning, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, she works part-time as a bartender at The Farm Bar and Grille. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations through a centralized consulting team.