Halsted Knutson is a CFP® professional with 14 years of industry experience, currently affiliated with Ameriprise Financial Services. His prior roles include positions at Northwestern Mutual and TIAA. Outside of financial advising, he owns a retail business, BS3, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Jason Johnson is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including AE Wealth Management and Madison Avenue Securities. Johnson is also the owner of JHOLLIS, LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning advice focused on dependable income and tax-aware withdrawal strategies for clients near or in retirement.

Nico Santaniello is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various roles from 2012 to 2024. Outside of his advisory work, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides ongoing annual planning advice focused on dependable income sources and tax‑aware withdrawal strategies.

Thomas Hoover is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2007 to 2020. Hoover is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise is an institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, utilizing a combination of research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Kyle Volkers is a financial advisor with Ameriprise in Farmersburg, Indiana, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2018 and previously spent over two decades at Investment Planners, Inc. Outside of his advisory role, Kyle is a full guardian for his adult special needs daughter and manages a personal care arrangement that allows her to remain at home. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a centralized consulting team collaborating with advisors to deliver tailored retirement income plans.

Richard Wible is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Prior to joining Ameriprise in 2026, he worked at United Planners' Financial Services for 21 years. He is president of REW Insurance & Financial Services and serves as a director of the Lewisburg Sunset Community Foundation; he is also the owner of a retail cigar business, Members Only Cigar. 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 reliable income sources and tax-aware withdrawal strategies.

Jeffrey Jolly is a financial advisor with Ameriprise in Key West, FL, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Ameriprise since 2010. Jolly serves on the boards of the Florida Keys SPCA and the Waterfront Playhouse and also provides consulting services to other Ameriprise practices. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Edward Walterhouse II is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America. Walterhouse also worked at the University of Michigan for two years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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, non-discretionary advice through a centralized consulting team.

John Boles is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2021. Prior to that, he held roles at BBVA-affiliated firms, including BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Ameriprise offers a retirement-income planning service for clients generally holding at least $1 million in investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Patricia Gomez is a financial advisor with Ameriprise in Rowlett, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at The American National Bank of Texas, Advisor Resource Council, LPL Financial, and Edward Jones. She serves on the Board of Directors for the Lone Star Desk and Derrick Club of Dallas as Director of Education. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jamie Reeb is a financial advisor at Ameriprise with 24 years of industry experience. He has previously worked at Voya Financial Advisors and Beech Creek Financial Group. Outside of his advisory role, he and his spouse own a farm where he sells eggs and wool. Ameriprise Financial Services is a large, diversified 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 dependable income and tax-aware withdrawal strategies.

Michael Salmon is a financial advisor with Ameriprise in Ossining, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved in managing an LLC related to office lease payments. 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-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate personalized recommendations, emphasizing assets held in Ameriprise Managed Accounts.

Christopher Hosko is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. 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, delivering written Recommendation Reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Ryan Zelenak is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He has been with Ameriprise in various capacities since 2016 and holds the Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research, third-party data, and algorithmic tools to support its recommendations, which operate within an investment universe influenced by affiliated product offerings.

Daniel O'Reilly is a financial advisor with Ameriprise in Chester, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Bruderman Brothers, LLC for seven years before joining Ameriprise in 2022. He also holds a real estate license. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Winston Trotter is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise and its related entities since 2014, with brief periods outside the industry. Outside of advising, he is also a high school and college basketball referee. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides customized retirement planning and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

Jason Williams is a financial advisor at Ameriprise Financial Services LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Truist Advisory Services and BB&T Investment Services. Williams serves on the boards of Victory Church and NW Works and participates in finance and community committees in Winchester, VA. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that focuses on reliable income sources and tax-aware withdrawal strategies through a collaborative, non-discretionary process.

Stephen Bickley is a financial advisor with Ameriprise in Hollidaysburg, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Casey Norton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. He holds the Series 66 designation and is based in Milwaukie, Oregon. Norton has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. for his entire recent career. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to generate tax-efficient, income-focused recommendations.

Gideon Alwood is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2024, he worked in various roles including positions with Camp Big Horn and the Clark County School District. Outside of finance, he is employed as a host for a pub trivia company. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered in partnership with its financial advisors.