Steven Hoffman is a financial advisor with Ameriprise based in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory work, he has ownership interests in a non-investment-related business called Pair of Queens. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice, using proprietary research and tools within a defined investment framework.

Susan Van Metre is a financial advisor with Ameriprise in Baltimore, MD, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net 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 deliver non-discretionary recommendations, with an emphasis on assets held in Ameriprise Managed Accounts and a process supported by algorithmic automation and oversight committees.

Simon Moore is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at the Naval Academy Golf Association and the Naval Academy AA&F. Outside of advisory work, he has been involved with the Naval Academy Golf Association. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Scott Keenan is a financial advisor with Ameriprise based in Towson, MD, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Keenan owns and operates Keenan Management Group, LLC, a property management business. Ameriprise is an institutional firm that provides retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Snyder is a financial advisor with Ameriprise in Baltimore, MD, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Benjamin Hoffman is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise since 2009, including six years at Ameriprise Financial Services, LLC. Outside of his advisory role, Hoffman holds a 10% ownership in a sports memorabilia business. 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.

Heather Sommerfield is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2009, including six years with Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.