Jon Hill is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Ameriprise since 2016 and is based in Jacksonville, Florida. Outside of his advisory role, he co-owns several LLCs related to real estate and business management with a partner, including entities formed to assist with loan payments and managing jointly owned real estate. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service integrates proprietary investment research and third-party data, providing non-discretionary recommendations tailored to clients meeting specific asset criteria.

Brendan Clowry is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Sentinel Wealth Management and spent seven years at the University of California San Diego. Outside of his advisory role, he owns Happy Hoops LLC, a basketball coaching business for school-aged children. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations through a centralized consulting team.

Brandon Flynn is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and 25 years of industry experience. He has been with Ameriprise since 2016. Outside of advisory services, Flynn is involved in managing multiple business entities related to real estate ownership and office operations in Jacksonville, Florida. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm's investment approach incorporates proprietary research, third-party data, and algorithmic tools, with an emphasis on tax-aware withdrawal strategies and dependable income sources.

Filipina Russell is a financial advisor at Ameriprise with Series 66 and Series 63 credentials and five years of industry experience. She previously worked at Hunter & Associates and has operated Chris Russell & Company, PLLC since 2017. 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.

Adam Mcdonough is a financial advisor at Ameriprise Financial Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Enterprise and Prudential Insurance Company of America. Outside of his advisory role, he is also an agent for United Health Care specializing in non-variable insurance. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data within a structured product ecosystem.

Steven Renn is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Merrill and Axa Advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to produce written recommendations, delivered through a centralized team in collaboration with client advisors.

Jeanne Peterson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2020. She previously worked with Ameriprise Financial Services, Inc. from 2016 to 2020. In addition to her advisory role, Jeanne is involved in independent insurance brokering and co-manages JBJ Financial LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.