Dawna Carr Frenkel is a financial advisor at Ameriprise with 37 years of industry experience. She has been with Ameriprise and its affiliate since 2005 and holds a Series 63 designation. Outside of advisory work, she is involved with Techni-Center Partners, a commercial real estate ownership venture. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning through a centralized team in collaboration with advisors.

Joseph Mc Donough is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Berg is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 12 years of industry experience. He is currently with Ameriprise Financial Services and previously worked at RBC Capital Markets, LLC for 10 years. Berg serves as treasurer on the board of a local homeowners association. 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 annual advice focused on retirement income planning, utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Jaime Mueller is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 66 designation and 2 years of industry experience. She has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, with a focus on assets held in Ameriprise Managed Accounts, and delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Amy Wiitala is a financial advisor with Ameriprise Financial Services, LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Ameriprise since 2010. Outside of her advisory role, she serves as COO and managing director of Rainmaker Corporation, manages her own advisory practice through Pro-Path LLC, is a member of the CFP Board’s Disciplinary & Ethics Committee, and facilitates Adult Faith Formation activities at her local parish. Ameriprise Financial offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research-driven, algorithm-assisted recommendations with personalized advice, focusing on tax-smart withdrawal strategies and coordinated management of Ameriprise-held assets.

Alec Boxer is a financial advisor at Ameriprise in Huntsville, AL, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he held roles at HEMSI, United Launch Alliance, NorthStar EMS, College Truckers, and PVRA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement. The firm’s retirement income recommendations are supported by proprietary research and third-party data and implemented on a non-discretionary basis.

James Basiliere is a financial advisor at Ameriprise with nine years of industry experience. He has worked at Ameriprise Financial Services, LLC since 2017 and previously spent one year at Elon University. He holds a Series 66 designation. 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, combining investment research, algorithmic tools, and tax-aware withdrawal strategies to provide tailored recommendations.

Alexis Sortland is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, Alexis worked at State Farm and has experience as a self-employed professional. Outside of financial advising, Alexis serves on the Board of Directors for the Minot Area Council of the Arts and owns a musical entertainment business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Rott is a financial advisor at Ameriprise with 26 years of industry experience and holds the ChFC® and Series 63 designations. He has worked at Ameriprise Financial Services LLC since 2021 and previously held roles at Securian Financial Services, Minnesota Life Insurance Company, and Securities Advisors MidAmerica. Outside of his advisory work, he is involved in independent insurance brokering through North Risk Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and ongoing advice.

Joseph Kurelic Jr. is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. He also owns JPKJR LLC, a single-person business entity. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 customized, non-discretionary advice in partnership with its financial advisors.

Erica Lubbers is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliates since 2003. Outside of her advisory role, she owns and manages E.L. Enterprises, which involves business management and leadership activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that delivers algorithm-assisted, tax-efficient retirement income recommendations.

Ty Tirpak is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and previously worked for Accuity LLP before joining Ameriprise in 2018. Based in Honolulu, HI, he has been with Ameriprise in various capacities since 2018. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Denise Magana is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following roles at OneMain Financial and National Debt Relief. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver these services, primarily for clients maintaining assets in Ameriprise-managed accounts.

Douglas Newstrom is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. and Wedbush Securities. Outside of his advisory work, he is involved in a business ownership unrelated to investment activities. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

John Mc Connell III is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2003, including six years in his current role. 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 planning through written recommendation reports and ongoing tax-aware withdrawal strategies.

Kimberly Williams is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has previously worked at MML Investors Services, Mass Mutual Life Insurance Company, and State Farm Insurance. Outside of her advisory role, she owns and manages a paper shredding business in Austin, Texas. Ameriprise provides retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Todd Smith is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.

Louisa Pardo is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Ameriprise since 2017. 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 and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Michael Franke is a financial advisor with Ameriprise in Waukee, IA, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is co-owner of B and E Farms LLC, a farming business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, 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 in a centralized consulting approach and provides a wide range of advisory, brokerage, and insurance solutions.

Gary Berg is a financial advisor with Ameriprise in Walnut Creek, CA, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he has administrative roles in managing business expenses for financial advisory practices through two LLCs. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.