Antonio Goodwin is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, Goodwin owns and instructs at Lions Pride Complete Martial Arts and teaches self-defense, self-awareness, and financial literacy through a nonprofit organization. He also serves on the board of the Alcott Center for Mental Health Services and occasionally works as a DJ at social events. Ameriprise is an institutional firm that offers retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies in their recommendations. The firm provides a broad array of advisory, brokerage, and insurance solutions through affiliated companies.

Connor Odell is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. He is also associated with Nancy S. Daoud & Associate LLC as an associate financial advisor. 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 retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Patrick Burke is a financial advisor at Ameriprise in Los Altos, CA, holding a Series 66 designation with one year of industry experience. His background includes roles at Ameriprise since 2024 and prior experience in academic settings at Santa Clara University. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its 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.

Craig Parker is a financial advisor with Ameriprise in Carmichael, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Salomon Smith Barney Inc. since 1995. Ameriprise offers a retirement-income planning service targeted 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 non-discretionary, algorithm-supported recommendations through a centralized consulting team.

William Heider is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2019, with prior experience at Park Avenue Securities and Guardian Life Insurance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Jordan Starr is a financial advisor with Ameriprise in Miami, FL, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He has ownership interests in non-investment-related holding companies, Starr Blum Holdings LLC and StarrShip Enterprises, LLC. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Beth Gibson is a financial advisor at Ameriprise with seven years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Ameriprise in 2026, she worked at Lincoln Investment and Northwestern Mutual Wealth Management Company among other firms. 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 annual retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Kristopher Mrachek is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in independent insurance brokering, is a partner in a consulting firm providing payroll and benefits guidance, and owns a farming operation assisting local farmers with planting and harvesting. Ameriprise offers comprehensive retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research-driven, algorithm-assisted recommendations with personalized advisory support and provides a broad range of advisory, brokerage, and insurance solutions.

Paul Castro is a CFP® with 21 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as a financial advisor in Sarasota, FL. Outside of his advisory role, he is employed by CMA 92 LLC, an Ameriprise franchise owned by William Munn. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise Managed Accounts.

Clayton Edwards is a financial advisor at Ameriprise with Series 66 registration and four years of industry experience. He has been with Ameriprise since 2020 and has prior work experience that includes roles at Minnesota State University and Shoot N Save. Edwards is also involved with Ikigai Operations LLC, where he manages an advisory business. 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 through written recommendation reports and ongoing advice, utilizing a centralized service team and proprietary investment research.

Megan Duarte is a Series 66 credentialed advisor at Ameriprise with eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Duarte serves on the boards of several community organizations, including Be Strong Your Loved, Tolosa Children's Dental Center, and Revival Tabernacle, where she holds various officer roles. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Jeffrey Rippon is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise since 2009. Outside of financial advising, he manages an online retail business, SneakerHeads LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that provide written recommendation reports and ongoing planning advice. The firm’s retirement income solutions use proprietary research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Brian Mlsna is a CFP® professional with 36 years of experience in the financial services industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a team member at Craig M Hanson & Associates, LLC, where he manages an advisory business unrelated to investments. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides tailored recommendations and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Robert Gorman Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Gorman serves as treasurer on a nonprofit board and also holds a board chair position at another organization outside the investment industry. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement income planning through non-discretionary recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Anderson is a financial advisor at Ameriprise with six years of industry experience. He previously worked at Edward Jones for six years and has a background in construction from his time at Montemayor Construction Company. Anderson holds a Series 66 designation and is based in Vernon Hills, Illinois. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary advice through a centralized consulting team.

David Kelter is a Series 63-registered financial advisor with Ameriprise in Encinitas, CA, with 31 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years before joining Ameriprise in 2022. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement, typically those with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

George Mc Coy Jr. is a Series 66-licensed financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Systeem-Medical and MedNetworx. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.

Ross Mannino is a financial advisor with Ameriprise in Wilton, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Armando Dirienzo is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2016. Outside of his advisory work, he is a partner and 25% owner of Pebble in Your Shoe LLC, which operates a franchise called Stumpy’s Hatchet House, and he is also a co-owner of Tac House LLC, an entertainment venue. 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 with a structured recommendation process and incorporates a defined investment universe shaped by affiliated product relationships.

Wendy Thomas is a financial advisor with Ameriprise in Clinton, MS, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns and manages a small business related to her Ameriprise practice. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines personalized, research-driven recommendations with a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.