Connor Teget is a financial advisor at Ameriprise in Greenwood Village, CO, holding a Series 66 designation. He has been with Ameriprise since 2024 and has prior experience at V Wealth Financial and Redeem Designs. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized advice through a centralized consulting team.

Michael Hutcheson is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Ameriprise, where he has worked since 2022. Prior to that, he held positions at Bank of America, Merrill, and J.P. Morgan Securities. Ameriprise serves clients primarily through its retirement-income planning service, Ameriprise Premier Retirement Income, which targets individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools overseen by an internal committee.

James Urbonas is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 14 years before joining Ameriprise in 2024. Outside of his role at Ameriprise, he owns and manages Ascent Financial Advisors, an independent advisory business based in Englewood, Colorado. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers data-driven, tax-efficient, and adaptive withdrawal recommendations.

Alice Olsen is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2013. Outside of her advisory role, she serves on the board of directors for Rosie's Ranch, a nonprofit organization. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored, non-discretionary recommendations based on research and modeling. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tzarina Sherfey is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 designations and bringing six years of industry experience. Her prior roles include positions at Edward Jones, Fidelity, and Jane's Crescendo LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income and tax-aware withdrawal strategies.

Wendell Hamilton is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he serves in a leadership capacity as a volunteer with the LDS Church and is the owner of W Seth Hamilton Agency LLC, a property and casualty business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jamie Canyock is a financial advisor with Ameriprise in Greenwood Village, CO, holding a Series 66 designation and beginning his industry career in 2025. His prior work includes roles at RDC Accounting Associates LLC, Corcoran Sawyer Smith, and various positions related to energy and legal sectors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing a range of proprietary research and third-party data.