Bradley Ross is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. He has worked with Ameriprise since 2017, including roles at Ameriprise Financial Services, and has prior experience at Northwestern Mutual and the University of North Carolina Wilmington. Outside of his advisory role, Ross is a co-owner of a tax preparation business and owns a consulting firm. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver retirement-income recommendations that incorporate research, modeling, and tax-efficiency analysis.

Amber Wright is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Lake Norman near Charlotte, North Carolina. Originally from Pittsburgh, Pennsylvania, she works alongside a wealth management team to develop tailored strategies that align with clients’ financial goals. Her approach starts by clearly articulating clients’ goals and positioning holistic financial strategies. Amber's expertise includes college education planning, corporate executive services, equity compensation services, family wealth management, legacy planning, portfolio management, tax minimization, and serving specialized client groups such as women, athletes, and entertainment professionals. She holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Indiana University of Pennsylvania. She is also the founder of the IUP Alumni network in the Charlotte and Lake Norman area. In addition to her professional work, Amber is involved in her community, including volunteering with the Humane Society of Charlotte and serving on the board of Dahlia Grove, a nonprofit supporting women survivors of human trafficking. She resides near Lake Norman where she enjoys paddle boarding, dirt biking, live music, and spending time with her small dog, Romeo.

John Bailey is a financial advisor at Ameriprise with 41 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the 401 Edgeworth Association in Greensboro, NC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Douglas Kenely is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Air Force and roles in various companies prior to joining Ameriprise. Outside of his advisory role, he is involved with Bailey & Smith Partnership, managing an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized approach, supported by algorithmic automation and oversight committees.

Jeffrey Bercaw is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Ameriprise in 2021. He serves on the Board of Directors for the Breakthrough T1D Piedmont Triad Market chapter in North Carolina. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kevin Gunter is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its predecessor entities since 2004. Outside of advisory services, he serves as president of The Gunter Group Inc., an S-Corp established for a teaming arrangement with another Ameriprise advisor, and is also listed as secretary for a separate non-investment-related health coaching business owned by his wife. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources.

Ashley Cook is a financial advisor at Ameriprise with a Series 66 designation and experience spanning roles at Lincoln Financial Group, Bell Partners Inc., and AvalonBay Communities. Based in Greensboro, NC, Cook has been with Ameriprise since 2025. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations through a centralized consulting team.

Uli Mueller is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and algorithmic support in its planning process.