John Cox Jr. is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he engages in freelance writing and art, submitting short stories, poetry, and artwork for contests and publication. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Solomon is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside his advisory role, Solomon serves on the board of The Lucky Duck Foundation, Inc. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Avrunin is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer for the Friends of Scott Berkowitz, MD campaign, managing campaign finance reporting independently of Ameriprise. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary, personalized recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Neela White is a financial advisor at Ameriprise in Ellicott City, MD, holding a Series 66 designation with 15 years of industry experience. She previously worked at Merrill from 2007 to 2021 before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with specific asset thresholds, 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 to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Justin Kuczynski is a Series 66-licensed financial advisor with Ameriprise in Columbia, MD, having 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kuczynski serves as Treasurer on the Board of Directors for Housing Our Homeless Vets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized retirement income service that provides written recommendation reports and ongoing tax-aware planning for clients approaching or in retirement.

Brandon Porter is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prostatis Group LLC, Edward Jones, and Scarborough Capital Management. Outside of his financial advisory role, he owns a business selling digital Microsoft Excel and Google Sheet templates on Etsy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Dawnette Edgerton Cameron is a Series 66 licensed advisor with Ameriprise Financial Services LLC, bringing eight years of industry experience. She previously worked at Edward Jones for seven years and was self-employed for one year. Cameron serves on the Board of Directors for United Way of Central Maryland's Anne Arundel County RUN Board and is a member of the Retired Racehorse Project Strategic Advisory Council. 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 annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Meeshan Reid is a CFP® certificant and financial advisor with Ameriprise, based in Columbia, MD, with 12 years of industry experience. Their prior roles include positions at E*Trade Securities and Morgan Stanley among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides customized retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sean Eldred is a CFP® and CFA® with 21 years of industry experience. He has been with Ameriprise Financial Services since 2016 and is currently based in Columbia, MD. 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 retirement income recommendations and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

Michael Costigan is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. His other business activities include ownership of Advisor99, which supports his Ameriprise practice. Ameriprise provides a retirement-income planning service targeting clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Richard Plant Jr. is a financial advisor with Ameriprise in Arnold, Maryland, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Ameriprise and its affiliated entities since 1996. Outside of his advisory role, he owns a beekeeping business called Richard's Raw Honey. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, primarily for clients holding assets in Ameriprise-managed accounts.

Benjamin James is a financial advisor at Ameriprise with 26 years of industry experience. He holds CFP® and Series 66 designations and has worked at Ameriprise since 2005. 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 focused on dependable income sources and tax-aware withdrawal strategies.

James Kerasiotes is a financial advisor with Ameriprise in Columbia, MD, holding Series 65 and Series 66 credentials and having 29 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Aaron Troup is a CFP®-certified financial advisor with Ameriprise, based in Arnold, MD, and has 21 years of industry experience. His prior roles include positions at Raymond James Financial Services and EZ Federal Benefits Education. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with significant investable assets, offering detailed written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic tools to support its advisory process.