Joshua Vela is a financial advisor with Ameriprise in Zionsville, IN, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2019 and previously spent six years at Milhaus. Outside of his advisory role, he is involved with Highfield Enterprises, LLC, a financial advising business. Ameriprise offers a retirement-income planning service targeting 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 to deliver tailored retirement income advice.

Grant Johnson is a financial advisor with Ameriprise in Lebanon, Indiana, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is employed by TGG Operations, LLC, a franchise advisory business. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Granson is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and having 11 years of industry experience. He previously worked with Kestra Advisory, Cornerstone Financial Advisors, and CFD Investments. Outside of his advisory role, he serves on the finance committee of Sacred Heart of Jesus Church in Cicero, Indiana. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Mackenzie Tice is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, Tice held roles at Adesa, Metal Exteriors, Boiler Financial Track, Torrid, and Purdue University. Tice also manages an advisory business through TGG Operations LLC. 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, tax-aware withdrawal strategies, and social security claiming options.

Lawrence Turow is a Series 66-licensed financial advisor with Ameriprise in Indianapolis, IN, and has 15 years of industry experience. He previously worked at MetLife Securities and Ameriprise Financial Services, Inc. Turow serves as Treasurer and Board Member of the Jewish Federation of Greater Indianapolis and holds leadership roles in business consulting and financial planning through outside ventures. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations primarily through its centralized consulting team.

Justin Long is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Impact Financial Group and Long & Associates. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial 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 to deliver tailored retirement income advice, primarily for clients maintaining a meaningful portion of assets in Ameriprise-managed accounts.

Thomas Tucker is a financial advisor with Ameriprise in Noblesville, IN, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, he is involved in business ownership through TLT Management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies.

Angela Grabovsky is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated firms since 1998. Outside of her advisory role, she is involved in various business activities including insurance brokering, tax preparation, business consulting, and ownership interests in real estate and an auto repair shop. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate non-discretionary recommendations through a centralized consulting team.

Leonid Grabovsky is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as co-president on the board of Hasten Hebrew Academy and owns a real estate company focused on providing rental housing for disabled individuals. Ameriprise offers specialized retirement-income planning services for clients typically holding at least $1 million in investable assets, combining research-driven recommendations with tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Kristen Highfield is a financial advisor with Ameriprise in Carmel, Indiana, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering tailored recommendation reports focused on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a large institutional framework offering a broad range of advisory, brokerage, and insurance solutions.

Kelley Maguire is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at BMO Harris Financial Advisors and BMO Harris Bank. Outside of her advisory role, she is an Associate Financial Advisor at TGG Operations, LLC. Ameriprise provides retirement-income planning services targeted at individuals with significant 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 affiliated companies.

Lisa Brown is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Brown serves on the Board of Directors for the Indianapolis Chamber Orchestra. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions.

Dana Green is a financial advisor with Ameriprise in Carmel, IN, holding Series 63 and Series 65 credentials and having 29 years of industry experience. Prior to joining Ameriprise in 2021, Dana worked at Valeo Financial Advisors and Wells Fargo Advisors. Outside of advisory work, Dana is involved with TGG Operations as a financial advisor in a non-investment-related capacity. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, which emphasize the use of Ameriprise-managed accounts and incorporate algorithmic tools overseen by specialized committees.