Paige Kerr is a financial advisor at Ameriprise with 21 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved in real estate ownership in Northfield, Illinois. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary recommendation reports in partnership with its financial advisors.

Brandon Middleton is a financial advisor with Ameriprise in Chicago, IL, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Fisher Investments and service in the United States Army Reserve, where he has been active since 2016. 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 retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Donna Peterson is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise since 2016, working first at Ameriprise Financial Services, Inc. before continuing at Ameriprise Financial Services, LLC. 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 and tax-aware withdrawal strategies.

David Serrano is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years before joining Ameriprise in 2023. Serrano serves as a member of the Investment and Finance Committee at Glessner House, a nonprofit organization in Chicago. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, primarily focusing on assets managed within Ameriprise accounts.

Bonnie Schultz is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 credentials and 46 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Ameriprise Financial Advisors Inc. since 2017. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized team, with an approach that incorporates algorithmic automation alongside personalized review.

Derek Phillips is a financial advisor at Ameriprise Financial Services, LLC with six years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2020, he worked as an independent contractor and at Life Time Fitness. He serves on the Finance Committee of St Margaret & Mary Church in Naperville, IL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service which provides written Recommendation Reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies. The firm's approach includes a centralized service team and an investment universe influenced by affiliated products and distribution relationships.

Julie Frachalla is a financial advisor with Ameriprise in Chicago, IL, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to produce written recommendation reports, delivering advisory, brokerage, and insurance solutions through its affiliated companies.

David Winekoff is a financial advisor with Ameriprise in Northbrook, IL, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers a retirement-income planning service targeting individuals 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 its affiliated companies.

Joseph Chambers is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2019 and serves on the board of the Samuel Bell Memorial Foundation as a member at large. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a combination of proprietary research and third-party data, with a restricted enrollment approach that includes assets managed within Ameriprise.

Brandon Hunt is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Outside of finance, he is involved in the music industry as a performer and owner of Brandon Hunt Music. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jonathon Hubbard is a financial advisor at Ameriprise with 12 years of industry experience and holds a Series 66 designation. He previously worked at Merrill, E*TRADE Capital Management, E*TRADE Securities, and Morgan Stanley Smith Barney. Outside of advising, he serves as Chairman of the Board for Limitless Health Inc, a physical therapy and rehabilitation business. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Kelly Hewitt is a financial advisor at Ameriprise with four years of industry experience. Prior to joining Ameriprise in 2024, Hewitt was with Sanford C. Bernstein & Co for two years and Northern Trust for ten years. Hewitt serves on the board of Ravenswood Community Services in Chicago. Ameriprise Financial Services serves individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates internal research, third-party data, and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options within a defined investment universe.

Aaron Buehler is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years before joining Ameriprise in 2024. 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 planning advice focused on income sources and tax-aware withdrawal strategies.

Margaret Cameron is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Ameriprise since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Cameron serves as an ex-officio member of the Grant Park Music Festival, assisting with facilitation related to Ameriprise’s community grant. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations, emphasizing assets held in Ameriprise managed accounts.

Ben Alberts is a financial advisor at Ameriprise in Glenview, IL, holding Series 63 and Series 66 credentials with 22 years of industry experience. He has been with Ameriprise and its affiliates since 2012. Ameriprise offers a retirement-income planning service tailored to individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.