Richard Rios is a financial advisor with Ameriprise in Fredericksburg, VA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Edward Jones and SunTrust Bank. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team in partnership with the client’s advisor.

Christopher Mc Keown is a financial advisor with Ameriprise in Tulsa, OK, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a minority owner of Oak Tree Premier Management Services, LLC, a business unrelated to investment activities. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Travis Rothstein is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bank, U.S. Bancorp Investments, and Northwestern Mutual. Rothstein is based in Woodbury, MN. Ameriprise offers a retirement-income planning service primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jack Levin is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Target Corporation, The Fowler Museum at UCLA, and involvement in political and recreational organizations. Outside of finance, he has engaged in dog sitting and sports-related activities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm delivers a range of advisory, brokerage, and insurance solutions supported by algorithmic automation and oversight from a dedicated retirement-income consulting team.

Chad Parker is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Ameriprise in San Jose, CA. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement, typically with at least $1 million in net investable assets. The firm provides written, research-driven Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, delivered through a centralized consulting team in collaboration with client advisors.

Dillon Stafford is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, he was employed at the University of Nevada, Las Vegas, and Republic Electric, INC. Stafford is involved in fiduciary activities outside of his advisory work. Ameriprise offers 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, supported by a centralized consulting team and algorithmic tools, primarily for clients maintaining accounts within Ameriprise.

Steven Marshall is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in a business ownership entity related to office leasing. 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.

Bradley Walkoviak is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2009. He is also the owner of Cinnamon Oak Consultants, LLC, through which he manages his Ameriprise advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Blake Pedersen is a financial advisor with Ameriprise in Beaverton, OR, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA from 2016 to 2022. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Hayes is a financial advisor with Ameriprise in Pittsford, NY, holding a Series 63 designation and over 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hayes is involved in business management through several limited liability companies. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and the use of algorithmic tools.

Bryan Gohn is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. Before joining Ameriprise in 2025, he held roles at Dakota Supply Group, Andersen Windows Corporation, and Rouzer Group. He is also involved with LFP Consulting, LLC, an operating entity for payroll and benefits management. 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 non-discretionary, research-driven recommendations that incorporate tax and withdrawal strategies.

Scott Loughney is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2002, including 15 years at Ameriprise Financial Services, Inc. His outside activities include real estate ownership in Limon, Panama. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Whitehead is a CFP® professional with 24 years of experience in financial services. He is currently with Ameriprise and has held previous roles at his own practice, James D. Whitehead, as well as Shoemaker Agency, Securian Financial Services Inc., and Minnesota Life. Outside of his advisory work, he is involved in a consulting business focused on property and casualty insurance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored income recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jingjing Feng is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing proprietary research and algorithmic tools.

William Cratty is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Ameriprise since 2014, including roles at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of advising, Cratty is involved in independent insurance brokering with multiple firms, including American General, Harvard Pilgrim, Integrity Life Insurance, and Guardian. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Todd Sulzer is a financial advisor with Ameriprise in Downers Grove, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of advising, he assists with the operation of an existing tax practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Dickinson Miller is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2005. Miller is also involved in business ownership through Sunderland Partners LLC and serves as CEO of Circle in a Square Advisors LLC, a firm established to manage operational infrastructure and continuity planning for his advisory practice. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Steve Killebrew is a financial advisor with Ameriprise in Ridgewood, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured process supported by algorithmic automation and oversight committees.

Meghanne Svatos is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Ameriprise since 2014 and is co-owner of Brightstead Management, LLC, an advisory business she helps manage. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team.

Lucas Giordano is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at LPL Financial for ten years before joining Ameriprise Financial Advisors Inc. and transitioning to Ameriprise in 2020. Outside of his advisory role, he is involved in independent insurance brokering and owns several business ventures related to property and office management. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored written Recommendation Reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted retirement recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.