John Gurley is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and one year of industry experience. His background includes multiple roles with the Wolf Trap Foundation for the Performing Arts and the University of Virginia. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated companies.

Margarita Reyes is a Series 66 licensed financial advisor with four years of industry experience. She has worked at Ameriprise Financial Services LLC since 2022 and previously held roles at LPL Financial LLC and State Farm Bank. Reyes’s background also includes experience in insurance and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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.

Zachary Intermill is a financial advisor at Ameriprise in Fairfax, VA, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise and its affiliate since 2018. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with financial advisors.

Ben Smith Jr. is a financial advisor with Ameriprise in Falls Church, VA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he volunteers as a financial educator for the Medical Society of Virginia through virtual presentations. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Jeffery Adair is a financial advisor with Ameriprise in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering and serves as president of OPM, Inc., a company providing office support services to financial advisors. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide non-discretionary recommendations, emphasizing managed accounts and incorporating algorithmic automation overseen by a retirement income committee.

Jennifer Gallant is a financial advisor with Ameriprise in Fairfax, VA, holding Series 63 and Series 65 credentials and having 38 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Gallant is also part of a corporation formed by several advisors to manage office space for their Ameriprise practices. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Christopher Gurley is a CFP® and ChFC® with 30 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in Oakton, VA. He is a partial owner of OPM, Inc., which manages office expenses for a group of Ameriprise advisors, and serves on the board of directors for Sun Vista, Inc. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

D Lawler is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Ameriprise and its affiliate since 2016. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.