Adam Bass is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has previously worked at firms including MassMutual Investors Services, Park Avenue Securities, Guardian Life Insurance Company, Hornor Townsend & Kent, and Penn Mutual Life Insurance Company. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports tailored to clients’ income sources and withdrawal strategies.

Michael Evanoff is a CFP® professional with 30 years of experience in the financial services industry. He has been with Ameriprise since 2009, currently serving as an advisor in Norcross, GA. His credentials also include the Series 63 and Series 65 licenses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions.

Sue Greenwood is a financial advisor with Ameriprise in Atlanta, GA, holding Series 65 and Series 63 designations and bringing 19 years of industry experience. She has been with Ameriprise since 2015, including six years at the current firm. 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 focused on dependable income and tax-aware withdrawal strategies.

Robert Wang is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Johns Creek, GA. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is involved in independent insurance brokering, specializing in disability income coverage. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with centralized consulting to support advisors and clients.

Gary Neigeborn is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate since 2013. In addition to his advisory role, he is involved in fiduciary activities as a trustee. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations, while offering a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Marc Gendell is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services for 17 years before joining Ameriprise in 2021. Outside of his advisory role, he owns The Sports Gallery, a sports-related sales business, and serves on the board of The Gendell Family Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Krystall King is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Ameriprise in 2020, she worked at UBS Financial Services from 2013 to 2020. Outside of her advisory role, she serves as Treasurer of RJK & Associates, an employee benefits and national enrollment firm, and is a board member of Cool Girls as well as an advisory board member for the Atlanta Community Food Bank. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Busby is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Ameriprise since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Based in Atlanta, GA, Busby brings a background that includes both advisory and brokerage experience. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools overseen by an internal committee.