Nhi Doan is a financial advisor at Ameriprise in Duluth, GA, with three years of industry experience. She holds a Series 66 designation and has prior experience at Raymond James and Bank of America N.A. among other roles. 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 retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors and uses proprietary investment research and third-party data within a defined investment universe influenced by its affiliated product ecosystem.

Charles Pinigis is a financial advisor with Ameriprise in Duluth, GA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that addresses income sources, tax-aware withdrawal strategies, and Social Security options.

Jonathan Lewis is a financial advisor at Ameriprise with 23 years of industry experience. He previously worked at South State Bank and LPL Financial, LLC for ten years each. Outside of his advisory role, he owns Ultimate Racing Helmets, LLC, a retail business based in Jefferson, GA. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Glen Wilk is a financial advisor with Ameriprise in Dahlonega, GA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ki Shin is a financial advisor with Ameriprise in Duluth, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MetLife Securities. Outside of advisory work, he operates a CPA office and serves as CFO of a pediatric practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a retirement income service that provides annual planning advice focused on income sources and tax-aware withdrawal strategies.

Marcus Hunter is a financial advisor with Ameriprise in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise since 2009, including six years at the current firm location. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual advice that address asset allocation, withdrawal strategies, and Social Security options.

Peter Weinbaum is a CFP® with 22 years of industry experience, currently serving at Ameriprise in Dunwoody, GA. He has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Advisors Inc., and previously held roles at Mass Mutual Investors Services and MetLife Securities Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement advice and offers a broad range of advisory, brokerage, and insurance solutions.

Thomas Carney is a CFP®-designated financial advisor with Ameriprise in Atlanta, GA, bringing 36 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he serves on the Board of Directors and as Chair and Treasurer of the Finance Council at Holy Cross. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor recommendations delivered through a centralized consulting team.

Leeann Gregg is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized retirement-income consulting team.

Timothy Vassy is a financial advisor at Ameriprise with 24 years of industry experience. He previously worked at Synovus Securities, Inc. for over two decades before joining Ameriprise in 2024. He holds Series 63 and Series 65 credentials and owns a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to offer tailored, non-discretionary recommendations through a centralized consulting team.

Jacqueline Eldridge is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis to support clients’ retirement strategies.