Joseph Hemsley is a CFP®-certified financial advisor with Ameriprise, based in Bethesda, MD, with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Outside of his advisory role, he oversees human resources and business expense management as president and treasurer of HH BMD Enterprises LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax-efficient strategies and asset management, with a focus on Ameriprise-managed accounts.

Todd Cole is a financial advisor with Ameriprise in Kensington, MD, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, Cole serves as Treasurer on the Board of Directors for the Oakland Terrace PTA. Ameriprise is a large institutional firm that offers retirement-income planning services designed for individuals with significant investable assets. Its approach combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

David Hurwitz is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Vice President on the Board of Directors at Imagination Stage, a community arts organization. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized retirement-income consulting team.

David Powell is a financial advisor at Ameriprise Financial Services with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise, he worked at Wells Fargo Clearing and operated Djp Consulting, 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 that emphasizes written recommendations and ongoing tax-aware withdrawal strategies.

Nathaniel Massey Jr. is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2005. Massey serves on the Board of Directors for the Ingleside Foundation and several affiliated organizations. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with its financial advisors and integrates algorithmic tools alongside human review.

Richard Zsakany Jr. is a CFP® professional with 26 years of industry experience. He has been with Ameriprise Financial Services, Inc. and its affiliated entities since 2009. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for clients nearing or in retirement. The firm’s approach emphasizes written Recommendation Reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Dawn Robinson is a financial advisor with Ameriprise in Davidsonville, MD, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to provide tailored, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Rod Faghani is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns and operates a community martial arts class focused on Kendo, a form of Japanese fencing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Phillip Cecil is a financial advisor at Ameriprise in Washington, DC, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at Budget Blinds. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with algorithmic automation overseen by a specialized consulting team.

Alexander Gross is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previous work experience at The Motley Fool and several other companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

George Krzywicki is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 registrations and bringing 45 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the Atlantic Mist II Condominium Association in Ocean City, MD. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice.

Caroline Dangel is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. Her work history includes multiple roles at Ameriprise as well as positions in the food service and academic sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Melissa Chockley is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, she was unemployed for ten years. She serves as Secretary on the Board of Directors for Yorktown Crew Boosters. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stephanie Mcgeever is a CFP®, ChFC®, and holds a Series 66 license with 22 years of industry experience. She has been with Ameriprise since 2006, serving in her current role for six years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Joshua Thatcher is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendations and annual planning focused on retirement income, tax-aware withdrawals, and Social Security options.

Adriana Guzman is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she works as a dog walker with Wag! Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bobby Harris is a financial advisor at Ameriprise with 25 years of industry experience and holds a Series 66 designation. He has been with Ameriprise in various capacities since 2009. Outside of his advisory work, he is involved in several business ventures including co-ownership in retail ice cream establishments and participation in a film-related company, as well as contributing to The Art of Living Foundation, which offers yoga and meditation programs. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It provides a specialized Premier Retirement Income service that delivers tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brandon Olinger is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and previously worked at The Bernstein Companies, Dataprise, Inc., the University of Maryland, College Park, and Montgomery County Public School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Adam Hartman is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of his advisory role, he co-owns HH BMD Enterprises LLC, where he is involved in managing human resources and business expenses. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet certain asset thresholds. The firm’s approach includes personalized, research-driven recommendation reports prepared in collaboration with financial advisors and supported by algorithmic tools and a dedicated oversight committee.

Mitchell Berlin is a financial advisor with Ameriprise in Potomac, MD, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Berlin serves as president of a local homeowners association and manages Berlin and Associates, LLC, a business supporting his financial planning practice. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with significant investable assets, combining research and modeling to provide tax-efficient, written recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kaitlyn Beans is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, she worked in various roles at Christopher Newport University and has served as a head volleyball coach for the Virginia Volleyball Academy, a travel volleyball club for girls ages 14 to 18. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that delivers customized planning advice focused on dependable income and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team that collaborates with financial advisors to provide non-discretionary recommendations based on comprehensive investment research and proprietary tools.

Steven Rosner is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise since 2007 with a break from 2013 to 2023 when he was employed at PNC Bank. Outside of his advisory work, Rosner is a co-owner of JUSTiN'S LOVE Inc, a nonprofit organization based in Maryland. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Levi Brandriss is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Brandriss serves on the board of directors for Upcounty Community Resources and acts as a FINRA arbitrator. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ilene Brostrom is a CFP® with 28 years of industry experience, currently affiliated with Ameriprise where she has worked since 2005. She holds Series 63 and 65 licenses and is based in Bethesda, MD. Outside of her advisory role, she serves on the Board of Directors for Capital Speakers Club and is involved in managing office space and staff operations through related business entities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides detailed retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Dennis Gurtz is a financial advisor with Ameriprise in Gaithersburg, MD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 1989. He serves on the Board of Directors and chairs the Investment Committee for the Boy Scouts of America National Capital Area Council and is a director of The Robert H. Smith School of Business Foundation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.