Paul Savona is a financial advisor with Ameriprise in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Cetera Advisor Networks and managing his own firm, Savona Financial Services. Ameriprise offers retirement-income planning services for individuals approaching or in retirement who meet specific asset criteria, delivering tailored written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Melissa Palmer Ball is a financial advisor with Ameriprise in Cape Coral, FL, holding a Series 63 designation and 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she is involved with Big Sisters of Greater Racine. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Carroll Clark Jr. is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 1981, including its predecessor firm. He is also a notary and co-owns an LLC that leases office space shared with two other advisors. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Alexander Murphy is a financial advisor with Ameriprise in Cape Coral, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Ally Invest Advisors and U.S. Bancorp Investments. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kathleen Hobart is a financial advisor at Ameriprise with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Hobart serves on the House Corporation Board for the Beta Upsilon chapter of Delta Gamma sorority. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Kuhn is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. He holds Series 63 and Series 65 licenses and is based in Cape Coral, FL. Ameriprise provides 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, non-discretionary recommendations through a centralized consulting team.