Mitchell Hodgkiss is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Pi Kappa Alpha KK Alumni Association. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Cheryl Scovell is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning with written Recommendation Reports and tax-aware withdrawal strategies.

Melissa Saleeby is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to deliver tailored, non-discretionary advice.

Janet North is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. She previously worked at Edward Jones from 2018 to 2024 and held roles at Afflink, LLC and The University of Alabama. Outside of her advisory work, she is co-owner of a commercial floor cleaning business that she and her husband plan to acquire. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Ralph Truman Jr. is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as President on the Board of Directors for the East Mecklenburg High School Foundation. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Alexander Zikos is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation. He has been with Ameriprise since 2023. Prior to this role, he worked at Roberts & Ryan and has experience in the food service industry. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Phillips is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its related entities since 2011. He holds the Series 63 and Series 66 designations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

William Hadley is a financial advisor at Ameriprise with 41 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise, he worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the Board of Directors for The Fletcher School in Charlotte, NC. Ameriprise offers a retirement-income planning service focused on individuals nearing 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.

Tanner Braunschweig is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Ameriprise, he worked at Crowders Mountain and The Vanguard Group, Inc. He has a background that includes military service in the U.S. Air Force. 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, emphasizing dependable income sources and tax-aware withdrawal strategies.

Joshua Patterson is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2009, working in both Ameriprise Financial Services, Inc. and its current institutional structure. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement, typically serving clients with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports that address income sources, Social Security options, and withdrawal strategies.

Todd Gorden is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing clients approaching or in retirement with written recommendation reports and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Keelty is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following a 19-year tenure at Capital Research & Management Co. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and provides customized written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily for assets held in Ameriprise-managed accounts.

Kathleen O'Kane is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and American Stock Transfer & Trust Co LLC. Outside of her advisory work, she teaches a second-grade Sunday School class at Hickory Grove Baptist Church in Charlotte, NC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on generating dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Emily Nauss is a financial advisor at Ameriprise with seven years of industry experience. She previously worked at UBS Financial Services Inc. for six years and has been with Ameriprise since 2025. Nauss holds the Series 66 designation and is based in Charlotte, NC. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Dory Hux is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, leveraging algorithmic automation and a centralized consulting team to support advisors and clients.

Erin Waller is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities for 12 years before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a 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 Bean is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes seven years at UBS Financial Services and two years at Ameriprise Financial Advisors Inc. He is based in Charlotte, NC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.