Lawrence Minogue Jr. is a CFP®-certified financial advisor with Ameriprise in Atlanta, GA, and has 39 years of industry experience. His prior work includes roles at NEXT Financial Group and FSG Wealth Management Inc. He also engages in independent insurance brokering outside of his advisory duties. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research with tax-aware strategies and Social Security guidance.

George Gervais is a financial advisor at Ameriprise with one year of industry experience. He previously operated Gervais Capital Management and has experience in both educational and business roles. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service. The firm’s approach combines investment research, third-party data, and algorithmic tools to provide tailored recommendations within a defined investment universe.

Larsen Maasikas is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation. He has one year of industry experience and previously worked at Northwestern Mutual and The Ohio State University. Prior to entering the financial industry, he was employed outside finance and also worked in the hospitality sector. 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 advice focusing on retirement income planning, asset allocation, and tax-aware withdrawal strategies.

Lawrence Salberg is a financial advisor with Ameriprise in Decatur, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Delta Community Credit Union and LPL Financial. He is also involved with Thu Clear, Inc. outside of his advisory work. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations.

Joshua Krohne is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Clarity Wins, LLC, an independent advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Andrew Hanna is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns a consulting business that handles office administration and staff payments. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies through a centralized team-supported process.

Robert Kunce is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Pacer Financial, Invesco, and Morgan Stanley. Kunce is also involved with Thu Clear, Inc. as an Associate Financial Advisor, managing an advisory business outside of his primary role. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Richard Arno is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2017, following 14 years at Next Financial Group. Outside of his advisory role, he is involved in independent insurance brokering and manages his own business entity, Arno & Associates, Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing 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 in its approach and delivers recommendations through a centralized consulting team in partnership with financial advisors.

David Forston Jr. is a Series 66-credentialed financial advisor with 18 years of industry experience, currently practicing at Ameriprise in Peachtree City, GA. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he coaches girls under-8 soccer for a local youth club. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sylvester Williams is a CFP® with 25 years of industry experience, currently advising at Ameriprise in Atlanta, GA. His prior experience includes roles at Allworth Financial, L.P. and RAA. He is also an Associate Financial Advisor at Thu Clear, Inc., where he manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning and income strategies based on comprehensive investment research and analysis.

John James IV is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, New York Life, Bank of America, Merrill, Pruco Securities, and AXA Advisors LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Saunders Jr. is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Saunders serves on the Board of Directors for the National Association of Insurance and Financial Advisors (NAIFA) and is co-owner of two businesses, Clarity Wins, LLC and Levity Wins, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized, annually updated plans within a large institutional framework.

John Peter Curcio is a financial advisor at Ameriprise in Atlanta, GA, with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Brokerage Services, Raymond James & Associates, and Alliance Bernstein. Curcio is also an employee of Thu Clear, Inc., an operating company for Iron Oaks Wealth Advisors, where he provides financial planning services. 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, combining investment research and algorithmic tools to provide tailored, tax-aware withdrawal strategies.

Thu Saunders is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Saunders serves on the board of Dress for Success Atlanta and owns Thu Clear, Inc., a business managing her Ameriprise practice. Ameriprise is a large institutional firm that provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations through a centralized consulting team.

Sherry Mcfarland is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes positions at Kestra Advisory and Kestra Investment Services, LLC, as well as a previous tenure at Ameriprise Financial Services, Inc. She is also involved as a registered paraplanner at Thu Clear, Inc. alongside managing her advisory business. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net 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 non-discretionary retirement planning recommendations through a centralized consulting team.

Howard Levy is a financial advisor with Ameriprise in Canton, GA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his primary role, he is also an associate financial advisor involved with Thu Clear, Inc. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, primarily utilizing assets held in Ameriprise-managed accounts.