Beth Monahan is a financial advisor at Ameriprise with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise since 2019, with prior experience at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service for 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 tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Edward Matosziuk Jr. is a financial advisor with Ameriprise in Hollidaysburg, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to deliver tailored advice, emphasizing assets managed within Ameriprise accounts.

Stephen Bickley is a financial advisor with Ameriprise in Hollidaysburg, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Tammy Frank is a financial advisor at Ameriprise with 28 years of industry experience. She has held positions at Ameriprise since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Tammy holds a Series 63 designation and is based in Altoona, PA. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria. The firm provides detailed written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Jacob Bickley is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. He holds a Series 66 designation and previously worked in the healthcare sector at Sound Physicians, PHI Medicine, and Notal Vision. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Katlin Webb is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of her advisory work, she serves on the board of directors for Williamsburg Youth Baseball and Softball, where she also leads concessions. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling to generate tax-efficient, income-focused recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.