Brent Van Heel is a financial advisor with Ameriprise in Castle Pines, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Van Heel serves on the Board of Directors for Just Cause Charity. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with substantial investable assets. Its approach combines research, modeling, and tax-efficient strategies, delivering written recommendations through a centralized consulting team in partnership with client advisors.

Eric Durnell is a financial advisor with Ameriprise in Westminster, CO, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in real estate ownership. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-smart strategies to deliver non-discretionary, written recommendations through a centralized consulting team.

Catherine Varosy is a financial advisor at Ameriprise in Centennial, CO, holding a Series 66 designation with four years of industry experience. She has worked at Ameriprise since 2018 and previously spent seven years at H&R Block. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation with research and modeling to deliver tailored, non-discretionary recommendations, primarily focusing on clients with Ameriprise-managed accounts.

Joshua Miller is a financial advisor at Ameriprise with 34 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise and its affiliates since 1992. 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 tax-aware retirement income planning focused on dependable income sources and withdrawal strategies.

Robert Vollenweider is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at Fidelity Investments, Personal Capital Advisors, TD Ameritrade, and Charles Schwab. Outside of his advisory role, he is a registered team member managing an advisory business with BDLR Group Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement income planning advice that focuses on dependable income sources and tax-aware withdrawal strategies.

Dita Merritt is a financial advisor with Ameriprise in Englewood, Colorado, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. 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 dependable income sources and tax-aware withdrawal strategies.

Matthew Pearson is a financial advisor with Ameriprise in Englewood, CO, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is employed at Blackstone Country Club, where he provides golf course-related services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Andrea Shortino is a financial advisor with Ameriprise in Englewood, CO, holding CFP® and Series 66 credentials and 24 years of industry experience. She has been with Ameriprise Financial Services and its successor firm since 2000. 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 recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.