Joshua Kohen is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003, including his current role at American Enterprise Investment Services Inc. Outside of his advisory work, Kohen manages a residential property rental business. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory approach.

Marlene Valero is a financial advisor with Ameriprise in Miami, FL, holding Series 65 and Series 66 licenses and 25 years of industry experience. She has been with Ameriprise since 2005. Outside of her advisory role, she owns Valero & Associates, Inc., a tax preparation business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sally Stresnak is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63, Series 66, and Series 65 designations. Her prior experience includes roles at Merrill, Farmer & Betts, and J.P. Morgan Institutional Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning.

Christopher Tomes is a financial advisor with Ameriprise in Chicago, IL, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Tomes serves on the Board of Directors for Imerman Angels Professionals Board. 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 through written recommendation reports and ongoing advice.

Sudhir Agrawal is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Chicago, IL. He has been with Ameriprise and its affiliate since 2005. Ameriprise is a large institutional firm that offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team.

Joseph Della Monica Jr. is a financial advisor at Ameriprise in Chicago, IL, with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, he serves as Treasurer on the Board of Directors for The Jockey Club and is a board member and Finance Committee Chair for Oido (formerly Hands Offering Hope). He also owns a consulting business, NBS Consulting Group LLC. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gregory Schultze is a CFP® professional with 28 years of industry experience, currently serving at Ameriprise since 2008. His background includes over a decade with Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in several business ventures, including co-ownership of a boat marina and multiple real estate and construction equipment businesses in Arkansas, as well as ownership of a data packaging company. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to provide tailored, tax-efficient withdrawal strategies. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Tylor Radtke is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Ameriprise and its affiliated entity since 2013. Outside of his advisory role, he holds a partial ownership interest in a video production company, CodeSwitchers Productions, LLC, with no operating responsibilities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations in collaboration with clients’ advisors. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Maryam Torabi is a Series 66-credentialed advisor at Ameriprise Financial Services LLC with one year of industry experience. Her prior roles include positions at Lutsen Mountains Corporation, Bucks Hardware LLC, and Cook County Community Radio. She has also spent several years affiliated with the University of Cincinnati. 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, leveraging investment research and algorithmic tools within a defined investment universe.

Mitchell Meurlott is a financial advisor with Ameriprise in Chicago, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of advising, he is involved in independent insurance brokering and serves as an operating manager for Atomic Wealth Holdings, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice through a centralized consulting team.

Christian Doepp is a financial advisor with Ameriprise Financial Services in Chicago, IL, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Ameriprise in various capacities since 2009. 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 advice focused on income sources and tax-aware withdrawal strategies.

Warren Mroczek is a financial advisor with Ameriprise in Chicago, IL, holding Series 65 and Series 63 credentials and 12 years of industry experience. His prior work includes roles at U.S. Bancorp Investments, Inc. and Ameriprise Financial Services Inc. He also has an ownership interest in rental real estate and manages related property activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Kate Cressy is a financial advisor with Ameriprise in Chicago, holding a Series 66 designation and two years of industry experience. She previously worked at Morgan Stanley and Charles Schwab. Before entering the financial industry, she was involved with the Minnesota Youth Soccer Association. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income advice through a centralized consulting team.

Allison Sperindeo is a financial advisor with Ameriprise in Chicago, IL, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base and delivers advisory, brokerage, and insurance solutions through affiliated companies.