Matthew Derado is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved with a nonprofit organization called The Healing Joy Experience, which raises funds to support fathers of children with life-threatening illnesses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Erin Frieden is a Series 66 licensed advisor with Ameriprise in Indianapolis, IN, and has eight years of industry experience. She has been with Ameriprise and its related entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving 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 proprietary research, third-party data, and algorithmic tools.

Benjamin Godden is a financial advisor with Ameriprise in Indianapolis, holding a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he has held various roles in financial advising and related fields, including positions at Shepherd Financial and Davenport University. He is also involved in managing his own advisory business through Jung Consulting LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

John Panetta is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with a centralized consulting team to deliver tailored advice.

Joseph Stoutner is a financial advisor with Ameriprise Financial Services, Inc. in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2004. Outside of his advisory role, Stoutner serves as Treasurer for the nonprofit Wabash College Inc. and is Vice President of NexGen, a nonprofit organization in Indianapolis. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to deliver tax-efficient, income-focused recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Melanie Moore is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Ameriprise since 2007. Outside of her advisory role, she works as an independent beauty consultant selling Mary Kay products. Ameriprise offers a retirement-income planning service targeting 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 in its approach and delivers recommendations through a centralized consulting team.

Kevin Dolen is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise since 2009. He is based in Indianapolis, IN. Outside of his advisory role, he is involved in a chain of comic book stores and assists with a neighborhood restaurant owned by his spouse. He also serves on the board of directors for the Sigma Alpha Epsilon Social Fraternity. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, offering written recommendation reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, leveraging both automated and team-reviewed recommendations.

Chhayvuoch Minnich is a financial advisor with Ameriprise in Indianapolis, IN, holding the ChFC® and Series 63 designations and bringing 28 years of industry experience. Minnich has been with Ameriprise and its related entities since 2005. Outside of his role at Ameriprise, he owns and manages Minnich Private Wealth Advisory, LLC. 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 and tax-aware withdrawal strategies.

Robert Ahlgrim is a financial advisor with Ameriprise in Indianapolis, IN. He holds the Series 66 designation and has been with Ameriprise since 2025. Prior to joining Ameriprise, he studied at Purdue University and has work experience in retail and food service. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports through a centralized consulting team.

Jacob Moynihan is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and over 15 years of professional experience. Prior to joining Ameriprise in 2025, he spent 15 years working with Seton Catholic Schools. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports tailored to income sources and withdrawal strategies.

Hayden Mills is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at the University of Tennessee and Matthews Real Estate Investment Services, as well as several years working in education and at Indian Hill Club. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with substantial assets, delivering detailed, annually updated Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Tim Meister is a CFP®-certified financial advisor with Ameriprise in Noblesville, IN, bringing 45 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anthony Jung is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Outside of his advisory role, he is involved in independent insurance brokering and operates Jung Consulting LLC, which manages his Ameriprise franchise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendations supported by research, modeling, and tax-efficiency analysis, primarily for clients with Ameriprise-managed accounts.

Andrew Tiplick is a financial advisor at Ameriprise in Indianapolis, IN, with 28 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. He holds a Series 63 designation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Zachary Kaufman is a financial advisor with Ameriprise Financial Services in Indianapolis, IN, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2017, including six years at Ameriprise Financial Services, LLC. Kaufman serves on the Board of Directors for Ronald McDonald House Charities and previously held the role of President. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and dependable income sources.

Rodolfo Saldivar is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliate firms since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered by a centralized consulting team in partnership with financial advisors.

Bryan Harasty is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His prior roles include positions at Edward Jones and Invesco Distributors, Inc. He is also involved in managing his advisory business through BHG Operations. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to produce written Recommendation Reports, supported by a centralized consulting team, and delivers a broad range of advisory, brokerage, and insurance solutions.