Morgan Goldthwaite is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley, The Huntington Investment Company, Bank of America, and Merrill Lynch. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Heather Katzenmeyer is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. Her prior roles include positions at The Huntington Investment Company, Raymond James Financial Services, and Wells Fargo Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that integrates detailed reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Melissa Hamilton is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked previously at The Huntington Investment Company and Charles Schwab & Co., Inc. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.