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Matthew D

Series 66

Indianapolis, IN

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Erin F

Series 66

Indianapolis, IN

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Benjamin G

Series 66

Indianapolis, IN

Ameriprise

Benjamin Godden is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and two years of industry experience. He has held various roles including positions at Davenport University and Shepherd Financial, and is also involved in advisory work through Jung Consulting LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written retirement income recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John P

Series 66

Indianapolis, IN

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joseph S

Series 66

Indianapolis, IN

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Melanie M

Series 63, Series 65

Indianapolis, IN

Ameriprise

Melanie Moore is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Ameriprise since 2007. Outside of her advisory role, she works as an independent beauty consultant for Mary Kay. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on retirement-income planning with a disciplined, research-driven approach.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kevin D

CFP®, Series 63, Series 66

Indianapolis, IN

Ameriprise

Kevin Dolen is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise Financial Services where he has worked since 2001 across various Ameriprise divisions. He holds Series 63 and Series 66 registrations. Outside of financial advisory, he is involved in a chain of comic book stores, Downtown Comics, Inc., and serves on the board of the Sigma Alpha Epsilon Social Fraternity. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, utilizing proprietary research and algorithmic tools within a defined investment framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Chhayvuoch M

ChFC®, Series 63

Indianapolis, IN

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert A

Series 66

Indianapolis, IN

Ameriprise

Robert Ahlgrim is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Purdue University and The Home Depot. 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 and tax-aware withdrawal strategies. The firm’s approach includes collaborative, non-discretionary implementation supported by proprietary research and algorithmic tools, with enrollment limited to clients meeting specific asset requirements.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jacob M

Series 66

Indianapolis, IN

Ameriprise

Jacob Moynihan is a financial advisor at Ameriprise in Indianapolis, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2025, he worked for 15 years at Seton Catholic Schools. 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 clients approaching or in retirement with written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Hayden M

Series 66

Indianapolis, IN

Ameriprise

Hayden Mills is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked in real estate investment services and held academic roles at the University of Tennessee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tim M

CFP®, Series 63

Indianapolis, IN

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Anthony J

Series 63, Series 65

Indianapolis, IN

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrew T

Series 63

Indianapolis, IN

Ameriprise

Andrew Tiplick is a financial advisor at Ameriprise with 29 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005 and holds the Series 63 designation. He is based in Indianapolis, IN. 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 through a written Recommendation Report and ongoing advice, using proprietary research and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Zachary K

Series 66

Indianapolis, IN

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Rodolfo S

Series 63

Indianapolis, IN

Ameriprise

Rodolfo Saldivar is a financial advisor with Ameriprise in Indianapolis, IN, holding the Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering 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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Bryan H

Series 63, Series 66

Indianapolis, IN

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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