Barry Hess is a financial advisor at Ameriprise with 44 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2011. Hess is based in Wyckoff, NJ. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, with a focus on assets held in Ameriprise Managed Accounts.

Gabrielle Boyer is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2024. Outside of her advisory role, she manages an advisory business under Boyer Family Holdings. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on detailed investment research and tax-aware strategies.

Michael Schoonover is a financial advisor with Ameriprise in Trenton, TN, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory work, Schoonover owns a lawn mowing business and operates Schoonover Farms, which leases pasture land for raising cattle. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Justin Davis is a financial advisor with Ameriprise in Wayne, Nebraska, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves as a board member of the Wayne Area Economic Development Chamber and as vice-president of Wayne Community Schools. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm delivers these services through a centralized consulting team, combining algorithmic automation with advisor input, and offers a broad range of advisory, brokerage, and insurance solutions.

Scott Wilson is a financial advisor with Ameriprise in York, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliates since 1998. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

Steven Cahoon is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Darrin Plys is a financial advisor with Ameriprise in Parma, OH, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a separate business entity formed for property management. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Douglas Mcculloch is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, he co-owns a business specializing in yard signs and greetings for occasions. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gavin Walker is a financial advisor at Ameriprise in Richardson, TX, holding a Series 66 designation with four years of industry experience. He has been with Ameriprise since 2021 following his time at Texas Tech University. 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 detailed recommendation reports and ongoing advice, supported by proprietary research and third-party data.

Eric Mc Lendon is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Outside of his advisory role, he serves as president on a local board of directors and is involved in retail business ownership. Ameriprise is a large institutional firm offering a retirement-income planning service targeting individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that combines research, modeling, and tax-efficient strategies to generate personalized recommendations.

John Nicholas III is a financial advisor at Ameriprise with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Thomas Oswald is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 1993, currently serving in Lyon Township, MI. Outside of his advisory role, he is involved with Greenspring Leasing LLC, which leases office space for Ameriprise Financial franchise practices. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Charles Theis is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Minnwest Bank and held various roles in education and consulting. He serves as a trustee on the board of the Wabasso Area Baseball Association and is involved with Discover Downtown Redwood Falls, which organizes events to promote the local historic downtown area. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Terra Milander is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2017 and has prior experience as an academic tutor and yoga instructor. Milander is also the President of Nourish Nebraska, a nonprofit that provides fresh produce to food-insecure elementary school children in the Papillion area. Ameriprise serves clients primarily through retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Joss D'souza is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Tarsus Toastmasters. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Corey Means is a financial advisor with Ameriprise in Gladstone, MO, holding a Series 63 designation and 15 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he manages a business-related expense company as president of Corey S Means LLC. 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 written recommendations and ongoing planning advice focused on retirement income, utilizing a centralized service team and drawing on investment research and algorithmic analysis.

Nadia Busey is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior work experience includes roles in healthcare and education sectors, such as positions at Davita and Chemeketa Community College. 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 detailed recommendation reports and ongoing advice, primarily for clients with substantial investable assets.

Ryan Price is a financial advisor with Ameriprise in Lancaster, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Outside of his advisory role, he has involvement in real estate ownership unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficient strategies to produce written recommendation reports. The firm’s approach includes algorithmic automation with oversight and emphasizes the use of affiliated investment products.

Adam Hirsch is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise and Mass Mutual Investors Services in various capacities since 2013. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Johnny Dawson is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. Outside of his advisory role, he is the owner of johnn(y)ie, LLC and author of a memoir focused on mental health challenges faced by veterans and athletes. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to deliver tailored recommendations.