Christopher Taylor is a CFP®-certified financial advisor with Ameriprise in Lake Oswego, OR, and has four years of industry experience. He previously worked at The Vanguard Group, Inc. and has held various roles in education and staffing. 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 with algorithmic automation to generate personalized retirement income recommendations.

Jared Buckmaster is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2002. Outside of his advisory work, Buckmaster is involved in managing several business ventures, including consulting and real estate-related activities in the Lake Oswego area. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data with a structured recommendation process tailored for clients meeting specific asset thresholds.

Nicholas Karimzadeh is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Ameriprise Financial Services and prior work with the Community Services Consortium, Oregon State University, and Terrestrial Ecosystems Research Associates. 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 provides written recommendations and annual planning focused on income sources and tax-aware withdrawal strategies.

Tyler James is a financial advisor with Ameriprise in Tualatin, Oregon, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, Tyler is involved with the Oregon Zoo Foundation and its related bond political action committee, and he owns a business named Warbler Enterprises. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide tailored Recommendation Reports. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.

Ryan Bright is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and having two years of industry experience. Before Ameriprise, he worked at ROI Financial Advisors, LLC and held roles at Oregon State University and The Downward Dog. 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 retirement-income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

John Spooner is a financial advisor with Ameriprise in Tualatin, OR, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, Spooner owns and manages Spooner NW, a non-investment-related business. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations, supported by a large institutional platform with a broad range of advisory and insurance solutions.

Nels Hoel is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he worked at Gonzaga University and Seattle Public Schools. 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 through written Recommendation Reports and ongoing advice.

Diego Rystadt is a financial advisor at Ameriprise in Portland, OR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at LPL Financial and Northwest Delta LLC, as well as a year at DoorDash before entering the financial sector. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored advice primarily for clients maintaining assets within Ameriprise-managed accounts.

Shawn Thomson is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2000, including 15 years at Ameriprise Financial Services, Inc. He serves as Vice President on the Board of Directors for The Highlands Homeowners Association in Lake Oswego, OR. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative approach and proprietary analysis tools within a defined investment framework.

Paul Passaretti is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise in Lake Oswego, OR. He has been with Ameriprise and its affiliated entities since 2015. Outside of advising, he is involved in managing business operations through ownership in related entities. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its approach, with a centralized team delivering non-discretionary advice in collaboration with client advisors.