Jonathan Healey is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked as a self-employed consultant for eleven years. Outside of his advisory role, he owns and manages Opulent Strategies LLC, a business consulting firm based in Greenville, SC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Tor Bennstrom is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2025. Outside of his advisory role, Bennstrom is a founding member of the Greenville Cycling Classic, an annual bike race held each April. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joseph Garrett is a financial advisor with Ameriprise in Greenville, SC, holding Series 63 and Series 65 credentials. He has been in the industry since 2023, with prior roles at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Grant Tax. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning for those approaching or in retirement through a centralized service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.