Ganna Wenzell is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo Clearing, Fifth Third Securities, JP Morgan Chase Bank, and LPL Financial. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a combination of research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Melissa McGrath is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 licenses and 23 years of industry experience. Her prior roles include positions at Provenance Wealth Advisors, Raymond James Financial Services, Financial Resources Group, LPL Financial, and AXA Advisors. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with personalized review to deliver these recommendations through a centralized consulting team.

Aisha Wall is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at Fidelity Investments, The Vanguard Group, and Brinks Incorporated. 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.

Dawyne Wingo is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. His career includes previous roles at Wells Fargo Clearing and Liberty Tax Services. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering customized, non-discretionary recommendations through a centralized consulting team that uses research, modeling, and tax-efficiency analysis to inform strategies focused on retirement income.

Aaron Voss is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2018. Prior to entering the financial industry, he was employed by the California Department of Corrections and Rehabilitation for twelve years. 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.

Jonathan Wise is a financial advisor at Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at The Vanguard Group, Inc. from 2021 to 2024 and has a background that includes nearly a decade at the Charlotte Mecklenburg Library. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team.

Timothy Heilferty is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and Integrity Viking Funds. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice.

Ryan Byrns is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has been involved in entrepreneurial activities, including operating Club West Brewing, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jeremiah Hall Oxendine is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Edward Jones and Carter County Dodge, as well as a brief tenure with the NFL Giants. Outside of finance, he works as a basketball referee. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Isabella Casey is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and beginning her industry career in 2024. Her prior experience includes roles at Salisbury University in both the Perdue School of Business and the President's Office, as well as a position at The City of Salisbury Mayor's Office. She also has a background in education and community service through work at local schools and a country club. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Shalimar Meredith is a financial advisor at Ameriprise with 12 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and previously worked for LPL Financial for 10 years. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Sidra Freeman is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2025, she worked at Principal Life Insurance Company and Principal Securities Inc from 2023 to 2025. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jada Lee Sessions is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, her work background includes roles in healthcare staffing, chiropractic services, and franchise management. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Macino is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise and American Enterprise Investment Services, he worked at Stryker Corporation for several years in various roles. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, delivering detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate personalized advice, supported by a centralized consulting team.

Alessia Lynch is a financial advisor at Ameriprise in Charlotte, NC, holding Series 66 and Series 63 licenses with two years of industry experience. Her prior roles include positions at Republic Finance, TIAA-CREF, JP Morgan Chase, and Wake Technical Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach integrates internal and third-party research and emphasizes tax-aware withdrawal strategies within a defined investment universe.

La Quinta Paige is a financial advisor with Ameriprise in Charlotte, NC, holding Series 66 and Series 63 licenses and having six years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, The Vanguard Group, and Wells Fargo, as well as involvement with entrepreneurial and community organizations such as Jireh Juices LLC and Blessed to be a Blessing. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering 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.

Naila Abad is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 designations and four years of industry experience. She previously worked at The Vanguard Group, Inc. and 4 U Financial Services. Outside of financial services, she has experience in the airline industry, including positions at Piedmont Airline Inc. and Emirates Airline. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on written recommendation reports and ongoing retirement-income planning advice tailored for clients approaching or in retirement.

Sameer Baig is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo Clearing Services, Fidelity Investments, and The Vanguard Group. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through a centralized team and incorporates detailed investment research and tax-aware strategies.

Brian Cain is a financial advisor at Ameriprise in Charlotte, NC, holding Series 66 and Series 63 licenses with two years of industry experience. His prior experience includes roles at Vanguard Marketing Corporation, Truist Investment Services, and Truist Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team in collaboration with advisors.

Anthony Robinson is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, Prudential Financial, MassMutual, and Alight Financial Services. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Shore is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. prior to joining Ameriprise in 2026. 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 a written Recommendation Report and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jay Parker is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Nuveen Asset Management, Nuveen Securities, Teachers Personal Investors Services, and TIAA. 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.

Randy Mc Leod is a Series 66-credentialed financial advisor at Ameriprise with seven years of industry experience. His prior roles include positions at Merrill, Morgan Stanley, LPL Financial, Nike, AXA Equitable, and The Hartford Insurance Group. He is also involved in event planning and marketing through a side business called 4TheCLTure. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies. The firm’s approach combines its own investment research with third-party data and algorithmic tools to provide tailored recommendations.

Rees Jenkins is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Ameriprise in 2024, he worked at The Vanguard Group from 2022 to 2024 and has held various positions outside the financial industry, including roles at Harris Teeter and FedEx. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Alberto Martinez is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Colonial Life, Capstone Partners Financial, and MGM Resorts. Outside of his advisory work, he also drives for Uber. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

David Matuga is a financial advisor with Ameriprise Financial Services, holding Series 66 and Series 63 designations and 9 years of industry experience. He has been with Ameriprise in various capacities since 2016. 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 annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brandon Poole is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Baker Mitchell Co and Hospitality House of NW NC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing support. The firm’s approach includes rigorous enrollment criteria and investment recommendations aligned with its affiliated product ecosystem.

Boris Brown is a financial advisor at Ameriprise in Charlotte, NC, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining Ameriprise, he held positions at The Vanguard Group and Skyla Credit Union. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Dylan Anton is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Cadence Consulting Group and various other organizations. Outside of finance, he has experience working in food service and construction industries. 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 personalized advice.

Kim Walker is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience at LPL Financial LLC from 2022 to 2026 and a lengthy tenure at SunTrust Bank from 1998 to 2022. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach includes asset allocation, withdrawal strategies, and Social Security planning, with a service model that combines centralized analysis and advisor collaboration within specific enrollment criteria.

Tristan Nunnally is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Lowe's Home Improvement, dbt Labs, Sisense, Periscope Data, and IBM. He co-founded Serenity Junk Removal LLC, a small business venture. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates proprietary research and third-party data to provide clients with tax-aware withdrawal strategies and income recommendations within a structured investment framework.

Della Tilsher is a financial advisor at Ameriprise Financial Services with four years of industry experience. She holds a Series 66 designation and has prior work experience that includes roles at Vipkid and Lyft. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Louis Boos is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at Aflac and in various roles including at the University of Mankato and the City of Inver Grove Heights. Outside of finance, he has experience in lawn and pest control services. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written Recommendation Reports, leveraging algorithmic automation and a centralized consulting team to support its advisory process.

Dylan Sageder is a financial advisor at Ameriprise based in Charlotte, NC, holding a Series 66 designation. He has recently begun his career in the industry and has prior experience at Syracuse University and Main Street Financial Group. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice, with an emphasis on dependable income sources and adaptive withdrawal strategies.

Christopher Harris is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2025. Prior to this, he was employed at Providence Day School and held roles at Dualboot Partners and Peaktwo. 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 annual retirement-income planning advice that include tax-aware withdrawal strategies and Social Security claiming options.

Monica Farrell is a financial advisor with Ameriprise in Rock Hill, SC, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Equitable Advisors, LPL Financial, and Metlife Securities. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Emma Lenfest is a financial advisor with Ameriprise Financial in Charlotte, NC. She holds a Series 66 designation and began her career at Ameriprise in 2025. Prior to joining Ameriprise, her work experience includes roles in education and recreation. 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 planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Joshua Whitmore is a CFA® charterholder with seven years of industry experience. He currently serves as a financial advisor at Ameriprise in Charlotte, NC, having previously worked at LPL Financial and PriceWaterhouseCoopers. Ameriprise 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 non-discretionary, written recommendation reports through a centralized retirement-income consulting team.

Joseph Hall is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Ameriprise in 2025, he worked at TIAA and TIAA-CREF from 2017 to 2024 and at METLIFE Investors Distribution Company from 2014 to 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.