Meghan Villanueva is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise since 2016, initially working with Ameriprise Financial Services, Inc. before continuing at the current entity. The firm serves both individual and institutional clients and offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and annual advice focused on income reliability and tax-aware withdrawal strategies.

Trevor Vanheel is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2013. Outside of advising, he is co-owner of MVL, LLC, where he manages an Ameriprise business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, written recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Daniel Tuohy is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Ameriprise in Bloomington, MN since 2020. His prior roles include positions at Raymond James Financial Services and Northwestern Mutual Investment Services. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated consulting team.

Jordan Saari is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice, with an emphasis on income sources and tax-aware withdrawal strategies.

David Auerbach is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, he owns Red Rowen LLC, a business involved in managing his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Sharmila Prathipati is a financial advisor at Ameriprise with 22 years of industry experience. She has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching 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 combines research and modeling with algorithmic automation to generate recommendations, serving clients through a centralized retirement-income consulting team and offering a broad range of advisory, brokerage, and insurance solutions.

Gavin Menning is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation. He has been with Ameriprise since 2025 and has previous experience working in educational and service roles, including at the University of Minnesota and Homeworks for Students. 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 recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jason Plank is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he volunteers with BestPrep to provide financial literacy education to students and offers pro bono financial guidance through Prepare and Prosper, a nonprofit assisting low to middle income households. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.