Cody Stahl is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at Timilon Corporation and Franklin Templeton Investments. He also has a background connected to Florida Gulf Coast University. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary investment research and algorithmic tools and operates within a defined investment universe influenced by affiliated product relationships.

Michele Stahl is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.