Gavin Walters is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience at Uber and ARISS Financial Group/Kuttin Wealth Management Ameriprise. Walters also has a background outside finance, having worked at Mencius Gourmet Hunan. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through a centralized team and proprietary analysis tools.

Mark Handel is a financial advisor at Ameriprise with seven years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services since 2018 and previously held roles at Buckeye Real Estate and The Ohio State University. Outside of his advisory work, he owns and manages E18B23M22, LLC, a business involved in hiring, payroll, and vendor management. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Justin Quillen is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Ameriprise since 2018, following an 11-year tenure at LPL Financial and a brief period at Investment Professionals, Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts and the use of algorithmic automation to generate tailored recommendations.

Joseph Grund is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Aaron Hvitved is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2002. Outside of his advisory role, Hvitved serves on several local boards, including Cresco Community Theatre as Treasurer and Regional Health Services of Howard County Hospital Foundation as Vice President. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a Retirement Income Oversight Committee to deliver personalized retirement income advice.

Jane Musser is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise in various capacities since 2007, including a recent tenure at HighTower Advisors. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Theodore Andres is a financial advisor with Ameriprise, holding a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he volunteered as a tax preparer and reviewer for low-income individuals through the Champlain Valley Office of Economic Opportunity. He also works seasonally as a bartender at weddings. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement planning and tax-aware withdrawal strategies.

Jared Strasser is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Ameriprise since 2019. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process, with a focus on assets held in Ameriprise Managed Accounts.

Christopher Kaelin is a financial advisor at Ameriprise in Fort Smith, AR, holding the Series 66 designation. He has three years of experience at Ameriprise and a background that includes roles in education at various schools from 2015 through 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice. The firm’s approach integrates proprietary research, algorithmic tools, and collaboration between a centralized service team and advisors, with enrollment criteria that require a minimum level of investable assets.

Bradley Scott is a financial advisor with Ameriprise in Arcadia, CA, holding a Series 63 license and 32 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he manages a business entity focused on operational aspects of his financial planning practice and is involved in independent insurance brokering. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Howlett is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2021, he worked at Fidelity Brokerage Services and JPMorgan Securities in various roles from 2007 to 2021. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate automated and tailored recommendations, primarily for clients with assets managed through Ameriprise accounts.

Yenifer Anguiano is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 66 and Series 63 credentials and one year of industry experience. Her prior work includes roles at Wells Fargo and Ameriprise Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies. The firm’s approach includes a restrictive enrollment policy and utilizes proprietary investment research alongside third-party data.

Scott Finley is a financial advisor with Ameriprise in Sugar Land, TX, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he serves on the Sugar Land Rotary Board of Directors and works as a soccer referee. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that emphasize written recommendations and annual advice on tax-aware withdrawal strategies and dependable income sources.

Matthew Hurwitz is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 19 years of industry experience. His prior work includes positions at David Lerner Associates, Inc. and Ameriprise Financial Services Inc. He is based in Trumbull, CT. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Melissa Dinatale is a financial advisor at Ameriprise with seven years of experience at the firm and two years in the industry. She previously worked at M Scott & Co., Inc., the Law Office of Robert Abrams, and Pascussi, Pascussi and Stoker. Dinatale holds a Series 66 designation. 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 retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Lakely Greaves is a financial advisor with Ameriprise in N Las Vegas, NV, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he owns Madavara Boogy, LLC and is involved in independent insurance brokering. Ameriprise is a large institutional firm that 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 tailored, non-discretionary retirement recommendations delivered through a centralized consulting team.

Linda Lahr is a financial advisor with Ameriprise in Webster City, IA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

J Hillis is a financial advisor with Ameriprise in Poplar Bluff, MO, holding Series 63 and Series 66 credentials and offering 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Southern Bank. Outside of his advisory work, he owns a business that assists property owners in securing land leases for hunting. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning. The firm’s approach combines investment research, third-party data, and algorithmic tools to deliver tailored recommendations within a defined investment ecosystem.

Lindsey Chapman is a financial advisor with Ameriprise in Lima, Ohio, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is co-owner of Aspire Nomad LLC, a business involved in RV and land rentals. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Garrett Samb is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. Garrett has been with Ameriprise since 2016, initially with its affiliated entities and currently as an advisor. 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 retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.