Steven Binder is a financial advisor with Ameriprise in Peoria, AZ, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns and consults through Retirement Wealth Strategies, LLC. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

Douglas Newstrom is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. and Wedbush Securities. Outside of his advisory work, he is involved in a business ownership unrelated to investment activities. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Gary Truax is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Wedbush Morgan Securities and Ameriprise Financial Services, Inc. Truax has involvement in managing an independent business, Taurus Partners, alongside his advisory practice. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, emphasizing managed accounts and using algorithmic tools overseen by a dedicated committee.

James Vaccaro is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at First International Bank and Trust, LPL Financial, Arizona Bank and Trust, and BMO Harris. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice based on proprietary research and third-party data.

Jacob Parent is a Series 66-licensed financial advisor with six years of industry experience, currently with Ameriprise in Glendale, AZ since 2024. He previously worked at Equitable Advisors for four years. Outside of his advisory role, he owns JSP Global Consulting, a consulting business based in Scottsdale, AZ. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized, tax-aware retirement income planning through a collaborative and research-driven approach.

Kimberly Leach is a financial advisor with Ameriprise in Peoria, AZ, holding a Series 66 designation and 11 years of industry experience. She previously worked at Wedbush Securities Inc before joining Ameriprise Financial Services, Inc. and later Ameriprise. Leach is co-owner of Horizon Management Group LLC, a business related to managing her Ameriprise practice. Ameriprise offers retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.