Melanie Horner is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her career includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Ameriprise in 2022. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, delivering detailed, research-based recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines advisory, brokerage, and insurance solutions and utilizes algorithmic tools overseen by a dedicated consulting team to support its retirement planning approach.

Matthew W. Shaughnessy is a financial advisor with Ameriprise in Bozeman, MT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining Ameriprise Financial Services Inc and then Ameriprise. Outside of advisory work, he facilitates a weekly book group based on Dave Ramsey's Financial Peace, focusing on guided discussion without providing financial advice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to create personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Brian Ewell is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2023. Outside of his advisory role, he serves as President and a member of the Board of Directors for the Boulder Dam Chapter of the Sons of the Utah Pioneers. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Justin Smith is a CFP® professional with 17 years of experience in financial advising. He has worked at Ameriprise since 2021 and previously spent eight years at Edward Jones. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, offering detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a combination of research, modeling, and algorithmic automation to support its advisory process and offers a broad range of advisory, brokerage, and insurance solutions.

Ottilia Cserenko is a financial advisor with Ameriprise in Henderson, Nevada, holding a Series 63 designation and nine years of industry experience. She has worked at Ameriprise since 2022 and previously held roles at Thrivent Financial and other firms from 2016 to 2020. 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, utilizing research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Chad Yamada is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he spent time in the restaurant industry, including roles at Jinya Ramen and TKRG Bouchon Bistro. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies. The firm uses a combination of proprietary research and third-party tools to develop tailored recommendations that require clients to meet specific asset criteria.

Jonathan Mirer is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 53 years of industry experience. He has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing with the firm through its current structure. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Alejandro Gil is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. His career includes six years of service in the United States Air Force and two years at Dollar Loan Center prior to joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create non-discretionary, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Thomas Fitzgerald Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Fitzgerald serves on the Board of Directors for the Las Vegas CPCU Society Chapter and is its Immediate Past President. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

William Vaughn Jr. is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience working nearly a decade at Navy Federal Credit Union. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Ewell is a financial advisor with Ameriprise, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining Ameriprise, he worked at Gartner, Inc. and has experience in various roles including at Frozen Dessert Supplies and Vivint Smart Homes. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Renee Langlois is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she volunteers with MAP, an academic organization that supports professors and graduate Liberal Arts students by awarding scholarships and grants. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Patrick Wainscott is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. His other business activities include fiduciary services. 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 retirement income recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

David Allen is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Resource One, Inc. and Home Depot. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement 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, delivering advisory, brokerage, and insurance solutions through affiliated entities.

Michael Baumgardner is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Edward Jones from 2009 to 2023 before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Savannah Jones is a financial advisor with Ameriprise in Henderson, NV, holding a Series 63 designation and three years of industry experience. She previously worked at Starbucks before joining Ameriprise Financial Services Inc. In addition to her advisory role, she writes and self-publishes fictional fantasy novels. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Connor Whelan is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Investment Counsel Company and Clark County School District, among others. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized retirement-income planning advice through a written Recommendation Report and ongoing reviews. The firm’s approach incorporates proprietary research and third-party data while operating within a defined investment universe aligned with its affiliated product offerings.

Michael Peterson is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Edward Jones for 13 years before joining Ameriprise in 2019. Peterson serves on the Board of Directors for the Rotary Club of Green Valley. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported recommendations, primarily for clients maintaining accounts within Ameriprise-managed programs.

Jana Reddick is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior work includes seven years at Morgan Stanley and six years at Morgan Stanley Private Bank. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendation reports through a centralized consulting team.

Debra Cohen is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 13 years before joining Ameriprise in 2022. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Geoffrey Lee is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its related entities since 2003. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical for a large institutional firm.