Benjamin Harris is a financial advisor with Ameriprise in Burlington, VT, holding a Series 66 designation and two years of industry experience. His prior roles include positions at ARIS Solutions, Baystate Financial, and Saint Michael's College. He also has experience outside finance, including work with Zero Gravity Craft Brewery. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, with a focus on managed accounts and algorithmic automation in its retirement planning approach.

Jeffery Thompson is a financial advisor with Ameriprise in Essex Junction, VT, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of advising, he is involved with R&D Holdings LLC, providing concierge client service support for Ameriprise Financial practices. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions and utilizes algorithmic automation alongside oversight committees to support its retirement planning services.

Renee Yagoda is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, including prior experience at Marsh. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, generally those with at least $1 million in net investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, using a centralized consulting team that delivers tailored, algorithm-assisted retirement income recommendations.

Marcy Smith is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at People's United Bank for 13 years. Outside of her advisory role, she is involved as a stylist selling beauty products through Color Street LLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations focused on income sources and withdrawal strategies.

Timothy Walsh is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2013 in various capacities. Outside of his advisory role, he has business ownership interests including a non-investment-related venture under R&D Holdings. Ameriprise is a large institutional firm offering a retirement-income planning service targeting clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Seth Blanchard is a financial advisor with Ameriprise, holding a Series 66 license and over 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns and oversees management of a mortgage holding company involved in commercial real estate. Ameriprise provides retirement-income planning services for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Kristi Rocheleau is a financial advisor with Ameriprise in Colchester, VT, holding a Series 66 designation and over 29 years of experience, including a long tenure at Vermont Student Assistance Corp. She joined Ameriprise in 2025 after nearly three decades with VSAC. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Jason Dubois is a financial advisor with Ameriprise in Williston, VT, holding the ChFC® designation and Series 66 license. He has 25 years of industry experience, including 21 years with Ameriprise and its affiliates. Outside of his advisory role, he is co-owner of a mortgage holding company, SJB Holdings, and a financial planning company, R&D Holdings. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions.