Carol Delong is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Denver Public Schools. Outside of her advisory role, she serves as Membership Chair on the Board of Directors for the Rotary Club of Five Points RiNo in Denver. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a focus on retirement-income planning for individuals meeting specific asset criteria. The firm’s retirement-income service uses research, modeling, and tax-efficiency analysis to deliver tailored recommendations in partnership with its advisors.

Molly Dyer is a Series 66-licensed financial advisor with Ameriprise in Denver, Colorado, with 13 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and algorithmic tools to generate and tailor retirement recommendations, combining research, modeling, and tax-efficiency analysis.

Katarzyna Zak Szynakiewicz is a financial advisor with Ameriprise in Golden, Colorado, holding a Series 66 designation and having 17 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she organized the inaugural Polish Film Festival Denver and serves on multiple City of Golden financial advisory committees. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm serves clients with significant investable assets through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Davis is a ChFC® credentialed financial advisor with Ameriprise, based in Castle Rock, CO, and has 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he engages in public speaking and article authorship within the industry. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendations, supported by a centralized consulting team.

Henry Carpenter Jr. is a financial advisor with Ameriprise in Lone Tree, Colorado, holding a Series 66 credential and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a City Council member and Mayor Pro Tem for Lone Tree, Colorado. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research and modeling to provide tailored, tax-efficient withdrawal strategies supported by a centralized consulting team.

Kristen Wenaas is a financial advisor with Ameriprise in Denver, CO, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameriprise and its affiliates since 2010. Outside of her advisory role, she serves on the board of directors for the Help & Hope Center, a nonprofit organization. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s retirement income service combines proprietary research and algorithmic tools with collaborative implementation support provided by advisors.

Stephen Baker is a financial advisor with Ameriprise in Denver, CO, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2000 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of advising, he manages his financial planning practice staff payroll and expenses through Varuna Group LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, typically with at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide written recommendations and ongoing planning support, with a focus on assets held in Ameriprise-managed accounts.

Patrick Southard is a Series 66-licensed advisor with Ameriprise in Denver, CO, and has 18 years of industry experience. He has been with Ameriprise Financial Services and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach incorporates investment research and algorithmic tools to create tailored retirement recommendations, with a non-discretionary implementation model.

Taylor Wenaas is a financial advisor at Ameriprise in Denver, CO, holding the Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2025, Wenaas worked at PricewaterhouseCoopers and studied at the University of Texas at Austin. 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 retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Timothy Maestas is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he manages an administrative business entity to support the operational aspects of his practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic automation to support its recommendations.