Paul Ackermann is a financial advisor at Ameriprise Financial Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2016. In addition to his advisory role, he serves on the Board of Directors for the IBWE Whiskey Company/Circle City Whiskey Company. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jennifer Miller is a financial advisor with Ameriprise in Lebanon, Indiana, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficient strategies to deliver written recommendation reports through a centralized consulting team, supporting clients with a range of advisory, brokerage, and insurance solutions.

Jeffrey Hodges is a financial advisor with Ameriprise in Zionsville, IN, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income plans, supported by a centralized consulting team.

Larry Mcdonald is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and 43 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside his advisory work, he is involved in commercial real estate ownership in Indianapolis. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which emphasizes written recommendations and annual planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Grassmyer is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Niemczura Wealth Management Group and Raymond James Financial Services, as well as The Capital Group Companies. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Ross Perkins is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Ameriprise in 2020. Outside of his advisory role, Perkins owns and manages a manufactured home community and farmland intended for development as a land lease community. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mark Mcdonald is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Lisa Lacayo is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 21 years of industry experience. She previously worked at Morgan Stanley Smith Barney for ten years before joining Ameriprise. Ameriprise Financial Services is a large 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.

John Cech is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Ameriprise Financial Services since 2021 and previously spent 12 years at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering 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.

Elizabeth Correll is a CFP® with 28 years of experience in the financial services industry. She is currently with Ameriprise and has held prior roles at Legacy Wealth Partners LLC, Correll Wealth Management LLC, Raymond James Financial Services, and David A. Noyes & Company. Correll serves on the finance committee of Kids' Voice of Indiana and holds positions on investment committees for the Archdiocese of Indianapolis and Collaborative Solutions LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Guy Gage is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of advisory work, he is involved with a family farm. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Lauren Doodeman is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its related entity since 2012. 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 retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Kristin Ash is a financial advisor at Ameriprise in Indianapolis, IN, holding a Series 66 designation. She has been with Ameriprise since 2025, following a year at Globe Life Liberty National. Prior to her career in finance, Ash spent several years as a stay-at-home mom and worked with Color Street. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and collaborative implementation with clients and their advisors.

Justin Flatter is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with Ameriprise and its related entities since 2016. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice while offering a broad range of advisory, brokerage, and insurance solutions.

Bryan Baker is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise since 2016, first at Ameriprise Financial Services, Inc. before transitioning to Ameriprise Financial Services, LLC in 2020. 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 and third-party data within a structured investment framework.

Walter Niemczura Jr. is a CFP® with 15 years of industry experience, currently affiliated with Ameriprise in Indianapolis, IN. He previously operated the Niemczura Wealth Group and worked with Raymond James Financial Services Advisors from 2016 to 2024. He managed an LLC related to wealth management during his tenure at Raymond James, which he is closing after moving his practice to Ameriprise. 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.

Eric Olimb is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service targeted at 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 in a structured process supported by algorithmic automation and oversight committees.

Karen Wolffis is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior roles include positions with Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as treasurer for Indianapolis Information Services, a public outreach service of Al Anon Family Groups. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bradley Harrold is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise Financial Services since 2016 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the board of directors for Indy Titans Baseball in Westfield, Indiana. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning that incorporates tax-aware withdrawal strategies and Social Security options.

Sean Spafford is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. prior to joining Ameriprise. Outside of his advisory role, he serves as a board member of The Penrod Society in Indianapolis. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and a combination of research and modeling to deliver tailored retirement-income advice.

Aaron Franklin is a financial advisor with Ameriprise in Indianapolis, Indiana, holding Series 65 and Series 63 designations and seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., American Alternative Investment, and Ball State University. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.