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Angela R

Series 63, Series 66

Chicago, IL

Ameriprise

Angela Ruffin is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 66 licenses and two years of industry experience. She previously worked at Huntington National Bank and The Huntington Investment Company. Outside of finance, she owns and operates Moment for Life Photography, a portrait and event photography business. 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 tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jason G

Series 63, Series 66

Chicago, IL

Ameriprise

Jason Garcia is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Huntington National Bank, The Huntington Investment Company, Old National Bank, First Midwest Bank, LPL Financial, Merrill, Northern Trust Securities, BMO Harris Financial Advisors, and Charles Schwab. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert B

Series 63, Series 66

Chicago, IL

Ameriprise

Robert Bein is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company, BMO Harris Financial Advisors, and Harris Bank. Ameriprise Financial Services is a large 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 income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Javier V

CFP®, Series 66

Chicago, IL

Ameriprise

Javier Vega is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Ameriprise and previously worked at The Huntington Investment Company, The Huntington Private Bank, Byline Bank, and Charles Schwab. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kevin C

Series 63, Series 66

Chicago, IL

Ameriprise

Kevin Cole is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Huntington Investment Company, JPMorgan Chase Bank, and New York Life Insurance Company. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with income and tax-aware withdrawal strategies. The firm uses a centralized team to produce detailed Recommendation Reports that guide clients and advisors through asset allocation and Social Security options within a structured investment framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Edward K

Series 63, Series 66

Chicago, IL

Ameriprise

Edward Kill is a financial advisor at Ameriprise Financial Services in Chicago, IL, with 17 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at The Huntington Investment Company and Harris Investor Services, Inc. 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 clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Melissa C

Series 66

Chicago, IL

Ameriprise

Melissa Curran is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Ameriprise Financial Services in Chicago, IL, where she has worked since 2026. Prior to that, she held various roles at Huntington National Bank and The Huntington Investment Company from 2012 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Elizabeth O

CFP®, Series 63, Series 66

Chicago, IL

Ameriprise

Elizabeth O Connor is a financial advisor with Ameriprise in Chicago, IL, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 24 years of industry experience, including roles at The Huntington Investment Company, The Huntington National Bank, and Wells Fargo affiliates. 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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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