Jeremy Sweeney is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Ameriprise in Franklin, TN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and uses algorithmic automation combined with research and modeling to generate personalized, non-discretionary retirement plans.

Melanie Suelflow is a financial advisor with Ameriprise in Franklin, TN, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Ameriprise and its affiliated entities since 2015. 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 with a written Recommendation Report and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools within a managed account structure subject to specific enrollment criteria.