Michelle Myers is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and its affiliate since 2011. Myers also manages an advisory business through Northbound Solutions, LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory insights and delivers these services through a centralized consulting team in partnership with its financial advisors.

Daniel Pugh is a financial advisor at Ameriprise in Indianapolis, IN, holding a Series 66 designation with six years of industry experience. He has been with Ameriprise since 2019, including its predecessor firm, and previously held positions at Security Federal Savings Bank and Indiana Wesleyan University. Outside of his advisory role, he is involved with Northbound Solutions, LLC as a financial advisor and wealth manager. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Michael Boling is a financial advisor at Ameriprise with 10 years of industry experience. He has worked at Ameriprise since 2016, following a brief tenure at Charles Schwab & Co., Inc. In addition to his advisory role, Boling is involved with Northbound Solutions LLC as a financial advisor and manages a family business through Boling Family LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning through a centralized team using proprietary research and tools.

Edmon Rowell III is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he works as a freelance musician. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Derek Wagner is a financial advisor with Ameriprise in Indianapolis, holding a Series 66 credential and four years of industry experience. Prior to joining Ameriprise in 2022, he held various roles including positions at Indiana University Southeast and several other employers. He also manages an advisory business through Northbound Solutions, LLC, focusing on wealth management. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement income planning and written recommendation reports, utilizing proprietary research, third-party data, and algorithmic tools.

Marc Klein is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise since 2012 and also manages his own advisory business through Northbound Solution LLC. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis delivered through a centralized consulting team.

Jacob Conn is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group and PVA Wealth Advisors. Outside of his advisory role, he works as a contract driver for DoorDash during his free time. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations that integrate with clients’ broader financial plans.

Brent Gramman is a financial advisor at Ameriprise in Indianapolis, Indiana, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2018, previously spending six years at Axa Advisors, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Brian Austin is a financial advisor with Ameriprise based in Fishers, Indiana, holding a Series 63 designation and over 26 years of industry experience. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, Austin serves on the boards of the 96th Street Office Complex and PHARE WARRIOR, a nonprofit organization. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written Recommendation Reports in partnership with advisors. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Charles Gemmer is a financial advisor with Ameriprise in Fishers, Indiana, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Ameriprise in 2018, he spent 19 years with AXA Advisors. He is involved in independent insurance brokering and has a partnership interest in Northbound Solutions LLC. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Anthony Gerardot is a financial advisor with Ameriprise in Fishers, Indiana, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of advising, Gerardot is involved in several business activities, including ownership of Gerardot Solutions LLC, which focuses on tax and expense management, and serves on the board of directors for the 96th Street Office Complex. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Adam Gemmer is a financial advisor with Ameriprise in Fishers, Indiana, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at AXA Advisors LLC and managing Gemmer Wealth Management LLC. He serves on the Board of Directors for the Phi Gamma Delta Housing Corporation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.