Matthew Poliner is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise, he worked at Venable LLP. He serves as Treasurer on the Board of Directors for the Vienna Grove HOA. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions.

Marco Fattorini is a financial advisor with Ameriprise in Oak Hill, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he manages his Ameriprise practice through FPP LLC. Ameriprise serves clients, primarily individuals approaching or in retirement with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and integrates algorithmic tools alongside tailored advice.

Leticia Stallworth is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliates since 1999. Outside of her advisory work, she is involved in consulting through her ownership of Connected Affinity Networks, which includes a trademark that can be licensed. 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 written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Smith is a financial advisor at Ameriprise with 38 years of industry experience. He has been with Ameriprise since 2005 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is the managing partner of Heick Hester Smith & Associates, LLC, a consulting firm, and the president of John Weldon Smith, Inc., which provides practice management and administrative services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning through a collaborative, non-discretionary process. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools within a defined investment universe influenced by affiliated product relationships.

Tiffany Kim is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and one year of industry experience. Prior to her current role, she spent nine years at Karlsruhe Music University and has been involved in teaching violin and performing at events such as weddings and concerts. She also teaches music lessons to children. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice based on proprietary research and third-party analysis.

Curtis Frazee is a financial advisor with Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered in partnership with financial advisors.

Adit Ryan is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2013. He also serves as an Associate Financial Advisor supporting the practice of Cardinal Pointe Financial through Heick, Hester, Smith & Associates LLC. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Carlos Viera is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner and managing partner of a financial planning practice structured as an LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.