George Myers is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. His prior work includes roles at Cardinal Services, Catena Media, and the Kokomo Tribune. He serves on the board of directors for David's Courage, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brad Krajsa is a financial advisor with Ameriprise in Wyomissing, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Krajsa owns and administers CSWMG, Inc., a business established to manage his Ameriprise practice administration and expenses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Leslie Cadle is a CFP® professional with 38 years of industry experience, currently with Ameriprise in Edina, MN. Leslie has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Leslie serves on the board of directors at Benilde-St. Margaret's School. 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 tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Jon Bloomer is a financial advisor with Ameriprise in Verona, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining Ameriprise in 2020. Bloomer is also a co-owner of Arena Capital Management, an investment-related business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm delivers these services through a centralized consulting team and integrates algorithmic automation with oversight to tailor client recommendations.

Michael Cross is a financial advisor with Ameriprise in Philomath, OR, holding a Series 66 credential and 11 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 the Heartland Humane Society and acts as treasurer for Boy Scouts Troop 161. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports as part of a centralized consulting approach.

David Ferraro Jr. is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

James Womack III is a financial advisor at Ameriprise in Marion, Indiana, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. He is the owner of Veritas Holdings LLC, through which he manages his Ameriprise advisory business. Ameriprise offers retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jared Kutz is a financial advisor with Ameriprise Financial Services in Shreveport, LA, holding a Series 66 designation and 16 years of industry experience. Prior to joining Ameriprise in 2016, he operated Kutz Accounting Services Inc. for seven years. Outside of his advisory role, he manages Kutz Enterprises and continues involvement in accounting through Kutz Accounting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach includes collaborative, non-discretionary implementation supported by proprietary research and algorithmic tools.

Carissa Hill is a financial advisor at Ameriprise in Portland, OR, holding a Series 63 designation with one year of industry experience. Prior to joining Ameriprise in 2022, she worked in the restaurant and real estate sectors, including roles at Urban Restaurant Group and Next Home and HomeSmart Realty. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis.

Steven Billings is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, he operates Billings Tax Services as an enrolled agent providing tax preparation services. Ameriprise is an institutional firm with over 12,000 advisors that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations in partnership with its advisors.

Jacob Damhof is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and eight years of industry experience. He previously worked at KPMG before joining Ameriprise Financial Services in 2017. 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 tax-aware retirement income planning advice based on proprietary research and algorithmic tools.

Roy Hansen III is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, McKinsey and Company, and Ameriprise Financial. He also worked at Rollins College for four years. Ameriprise provides retirement-income planning services targeted at 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.

Michael Mc Hugh is a CFA® charterholder with 28 years of industry experience. He is currently a financial advisor at Ameriprise in Houston, Texas, having joined the firm in 2023. His prior experience includes roles at Invesco Advisers, Aim Private Asset Management, and A I M Distributors. Ameriprise provides retirement-income planning services for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, leveraging algorithmic automation overseen by a retirement income consulting team.

Torrey Olson is a financial advisor with Ameriprise in San Marcos, CA. He holds a Series 66 designation and has recent experience at Ameriprise beginning in 2026. Prior to his advisory role, Olson worked at California State University San Marcos and Academy of Art University. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.

Vivek Mehra is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he has interests in multi-family real estate ownership. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, delivered through a centralized consulting team in partnership with financial advisors.

Joseph Mc Graw is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation. He has one year of industry experience and previously served in the United States Army for four years. Outside of his advisory role, he is involved with Gill Brothers Funeral Chapel. Ameriprise Financial Services is a large, diversified 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, using a centralized team and proprietary analytical tools.

Scott Mcmillen is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kristen Heise is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following prior roles at Sagepoint Financial, Inc. from 2015 to 2018. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Richard Edmonds is a financial advisor with Ameriprise in Greensboro, NC, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Ameriprise in 2020, he worked at ITG Brands from 2015 to 2020. Edmonds serves on the Board of Directors for Guidance Carolina. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Huong Tran is a financial advisor at Ameriprise in Appleton, WI, holding Series 65 and Series 66 licenses with 11 years of industry experience. Her prior roles include positions at LPL Financial and Prospera Credit Union. Tran is also involved with TRLT Ventures LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.