Justin Blain is a financial advisor with Ameriprise in Elkhart, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory solutions and uses algorithmic automation overseen by specialized committees to tailor its retirement planning services.

Nisha Boyle is a financial advisor with Ameriprise in Agoura Hills, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at The Kryger Institute of Plastic Surgery and took time as a stay-at-home parent. She is also involved with CrimsonCardinal 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Kelley Henderson Richardson is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation. Richardson has been with Ameriprise since 2006, accumulating 20 years of industry experience. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written Recommendation Reports and ongoing advice. The firm employs a centralized service team and uses a combination of investment research and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options.

Eugene Enders Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. He is based in Fort Myers, FL. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm emphasizes dependable income sources and tax-aware withdrawal strategies within a structured investment framework.

Luke Mazza is a financial advisor at Ameriprise in Sonoma, CA, holding Series 65 and Series 66 licenses. He has prior experience at Pacific Private Money Inc and M Capital Technologies LLC, and has worked in various roles including at Fitch Ratings and the State Compensation Insurance Fund. 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 planning advice focused on tax-aware withdrawal strategies and dependable income sources for clients near or in retirement.

James Prioletti is a CFP®-credentialed financial advisor with Ameriprise, based in Marcellus, NY, and has 35 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved in business ownership related to managing office space and expenses through Advisor Resources, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Christopher Yaggie is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

George Limperopoulos is a financial advisor with Ameriprise who holds CFP® and ChFC® designations and has 32 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he is involved in business ownership related to real estate. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Evan Dankner is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Dankner owns and manages Lexty Holdings LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lance Mackall is a financial advisor with Ameriprise in Bakersfield, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Wells Fargo Advisors before joining Ameriprise in 2019. Mackall is a managing partner of two non-investment-related business entities. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver non-discretionary, point-in-time recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Scotchie is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2005. Outside of his advisory role, he serves as a trustee and Treasurer/Chair of the Finance Committee for Girls Preparatory School and is involved in a consulting business unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Shane Baack is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Ameriprise in Seward, NE, and has prior experience with firms including Jones Insurance Agency, Union Financial, and Principal Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Savannah Halva is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked in various roles including at The Cafe and Iowa State University. Outside of her advisory work, she is employed as a Support Advisor on the Sales & Advice Team at Integrity Point LLC. Ameriprise serves clients primarily through its 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 in partnership with its financial advisors.

Layne Quam is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, he held positions with RH, Sportsdigita, and several other firms. Outside of his advisory role, Quam performs as a paid drummer for religious organizations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Vincent Trovato is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Paul Donas is a CFP® and ChFC® with 35 years of experience in the financial services industry. He has been with Ameriprise since 2015, currently serving as a financial advisor in North Caldwell, NJ. In addition to his advisory role, he owns Paul Donas, LLC, which focuses on health insurance and employee benefits. Ameriprise is a large institutional firm offering a retirement-income planning service for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Christy Naegely is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2010. 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 retirement-income planning advice and tailored recommendation reports focused on income sources and tax-aware withdrawal strategies.

Kayla Ballou is a Series 66-licensed financial advisor with Ameriprise, based in North Smithfield, RI, and has five years of industry experience. Her prior work includes roles at Ye Olde English and Roast House Restaurant. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized retirement-income consulting team.

Bursell Munro is a financial advisor with Ameriprise in Lilburn, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Munro serves on the Board of Directors for Boy Scout Troop 876 as a Charter Organization Representative. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement, generally with at least $1 million in net investable assets. The firm provides written recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team using research, modeling, and tax-efficiency analysis.

Charles Heare is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Ameriprise in 2025, he spent 20 years at UBS Financial Services. He serves as treasurer on the board of directors for SOST and is an elder in his local Reformed Presbyterian Church. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, serving clients with significant investable assets.