Steven Hanna is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he is involved with SRS Enterprise, Inc., where he manages practice operations. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to tailor recommendations.

Tristen Shackelford is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, he held various roles including positions at Logie's On Mass, the University of Kansas, and Soccer Master. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, 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 its approach and delivers recommendations through a centralized retirement-income consulting team.

Loren Gottschalk is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 13 years before joining Ameriprise in 2024. Outside of his advisory role, he is co-owner of a vineyard business, P.I.G. Farm LLC, in Basehor, KS. Ameriprise offers retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform providing advisory, brokerage, and insurance solutions.

Sarah Rivas is a financial advisor at Ameriprise with a Series 66 designation and over 15 years of industry experience, including 15 years at Edward Jones before joining Ameriprise in 2024. Outside of her advisory work, she is a 1099 sales representative for Zyia Activewear. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations through a centralized consulting team.

Scott Solomon is a Series 66-licensed financial advisor with Ameriprise, based in Berryton, Kansas. He has 22 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. before joining Ameriprise in 2020. Outside of his advisory work, Solomon is the CEO and sole owner of SRS Enterprise, Inc., an S-Corp that manages his business overhead expenses, and he owns a 140-acre farm used for recreation. Ameriprise offers specialized retirement-income planning services for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized recommendations. The firm also provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Amanda Robb is a Series 66-registered financial advisor with Ameriprise in Fort Collins, Colorado, with nine years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she is employed by SRS Enterprise Inc, where she works as a financial advisor and client concierge. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.