Meghanne Svatos is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Ameriprise since 2014 and is co-owner of Brightstead Management, LLC, an advisory business she helps manage. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team.

Mark Antonich is a CFP®-credentialed financial advisor with Ameriprise, based in Weddington, NC, and has 28 years of industry experience. He has been with Ameriprise and its predecessor firm since 1997. Outside of his advisory role, he owns a commercial real estate business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Russell Miller is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2025, he worked at MassMutual Life Insurance Co and Mass Mutual Investors Services from 2021 to 2025. He is also the owner of ERC Partners LLC, a real estate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a retirement income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.