Michael Taylor is a financial advisor with Ameriprise in Evansville, IN, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at LPL Financial and Evansville Teachers FCU, where he also worked with Cuna Brokerage Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm uses proprietary research and algorithmic tools to deliver tailored recommendations within a defined investment framework.

Dakota Richardt is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Ameriprise in 2026, he worked at LPL Financial, JPMorgan Chase Bank, JP Morgan Securities, Fifth Third Bank, and Northwestern Mutual. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Halle Bowman is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, LPL Financial LLC, and Crane Environmental Services, LLC. Outside of her advisory role, she is a commissioned notary public in Indiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Mackenzi Mc Intosh is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC and Liberty Federal Credit Union. Outside of advising, she is also commissioned as a notary in Evansville, IN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Kiefer II is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 12 years of industry experience. He has worked previously at LPL Financial and CUNA Brokerage Services and serves as a wealth advisor and program manager at Liberty Federal Credit Union. Kiefer also holds elected office in Evansville, IN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides clients with written retirement income recommendations and ongoing tax-aware withdrawal strategies. The firm employs a centralized service team and an investment approach influenced by its affiliated product ecosystem.

James Holmes is a financial advisor with Ameriprise in Evansville, IN, holding a Series 66 designation and two years of industry experience. He has previously worked at Liberty Federal Credit Union and LPL Financial LLC. Outside of his advisory role, he serves as a notary for Liberty Federal Credit Union. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm employs a centralized team to produce detailed recommendation reports that incorporate investment research and algorithmic analysis.

Brian Kuester is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Liberty Federal Credit Union. He also has a background in logistics, having worked at Breck Logistics, Inc. for eleven years. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice through a combination of proprietary research, third-party data, and algorithmic tools.

Nikki Moore is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Ameriprise since 2026 and previously served at LPL Financial and Cuna Brokerage Services. Moore also holds a leadership role at Liberty Federal Credit Union as Vice President and Wealth Advisor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.