Michael Mccaw is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 65 designations. Mccaw has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Stephen Coburn is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net 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, non-discretionary recommendations through a centralized consulting team.

Derick Oakley is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer of Sagacious Capital. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Neihart is a CFP®-credentialed financial advisor with 40 years of industry experience. He has been with Ameriprise since 2017, including its affiliated entities, and previously worked at Wells Fargo Advisors. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Crossing Cultures Ministry and is involved in private business ventures including farmland ownership and a partnership holding shares in a community bank. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security strategies, and tax-efficient withdrawals. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Scott Mcmillen is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Zanders is a financial advisor with Ameriprise in Leawood, KS, holding Series 63 and Series 65 designations and over 53 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he serves on the Board of Directors for Band of Angels and is chairman of the endowment committee at Temple Congregation B'nai Jehudah. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cory Terrell is a financial advisor with Ameriprise in Kansas City, MO, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at GEO Group and spent over two decades with Immigration and Customs Enforcement. He also holds a real estate license. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Alyssa Engelman is a Series 66 licensed financial advisor at Ameriprise Financial Services with four years of industry experience. She has held roles at Ameriprise since 2020 and has previous experience at Commerce Bank and DoorDash. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Tera Jobbins is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Steven Pohle is a CFA® charterholder with 30 years of industry experience. He has been with Ameriprise since 2013, currently serving at their Lees Summit, MO office. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Michele Giles is a financial advisor at Ameriprise Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. 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, with recommendations based on proprietary research and third-party data.

Brandon Stuewe is a financial advisor with Ameriprise in Shawnee, KS, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Tim Wendt is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and previously worked at American Express Financial Advisor Inc. from 2002 to 2020 before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with a centralized consulting team to deliver tailored advice.

Dirk Lebar is a financial advisor at Ameriprise with four years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Ameriprise and Ameritas Investment Company, LLC, among other firms. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Chance Berry is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held various roles including consultant and business engineer for Monsees Technologies Inc., where he handled payroll, tax preparation, and financial reporting. He also has experience in education and entrepreneurship. 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 through written Recommendation Reports and ongoing advice, utilizing proprietary research and algorithmic tools.

Park Ulrich is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves on the Board of Directors for the Kansas Golf Foundation. Ameriprise offers a retirement-income planning service 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-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise accounts.

Joseph Delargy is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jack Fitori is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials. He has been with Ameriprise since 2024 and has prior experience working at Ace Pallet and Home Depot. Jack was also a full-time student for several years before beginning his advisory career. 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, using research and algorithmic tools to provide recommendations on income sources, asset allocation, and Social Security claiming strategies.

Brent Neihart is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the Board of Directors for GN Bankshares. Ameriprise provides a retirement-income planning service tailored for individuals nearing or in retirement 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 through its affiliated companies.

Vestana Ahlen is a CFP® with over 40 years of experience in financial advising, currently with Ameriprise Financial Service, LLC since 2005. She has held multiple roles within Ameriprise, including 11 years at Ameriprise Financial Services, Inc. Ahlen is involved in community and nonprofit activities, serving as past president and treasurer on the board of the Cottonwood Foundation, where she also participates in the finance and audit committees. Additionally, she is a member of T-Square LC, a family-owned farming business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and annual planning focused on reliable income and tax-aware withdrawal strategies, supported by an internal team using proprietary research and data.

Eric Vospette is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a wide range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

William Houston is a financial advisor at Ameriprise Financial Services with 45 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds Series 63 and Series 65 designations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors to deliver written Recommendation Reports using proprietary research and tools, with distinct enrollment criteria and an investment universe influenced by affiliated product relationships.

Eduardo Avendano is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ares Management LLC and Foreside Fund Services, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm delivers written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Michael Brun Jr. is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Chad Davis is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Outside of his advisory role, he is involved with D&K Realestate Holdings, Inc. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on tax-aware withdrawal strategies and dependable income sources.

David Mehrer is a financial advisor with Ameriprise in Leawood, KS, holding a Series 66 designation and 19 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he owns a consulting business and serves on the board of directors for the nonprofit If U Love Me. 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 with tax-aware withdrawal strategies and ongoing advice.

Erik Witt is a financial advisor at Ameriprise with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise since 2024. Prior to Ameriprise, Erik worked at APS Ventures, LLC, HomeDirect Mortgage/BOK Financial Mortgage, State Street Bank & Trust Co, and Stanley Dairy Queen. He serves on the Board of Directors for the Knights of Columbus as Financial Secretary. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Sean Byron is a financial advisor with Ameriprise in Mission, Kansas, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked for Kansas City Kansas Public Schools for seven years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic tools overseen by a dedicated team to support its retirement planning services.

Tanis Sears is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Tanis worked at A Place for Mom and T. J. Maxx. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Clifton Steed III is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Ameriprise, he spent seven years at CBIZ MHM, LLC. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on a combination of investment research and algorithmic analysis.

Stacy Burtin Mills is a financial advisor with Ameriprise in Lees Summit, MO, holding the ChFC® designation and Series 66 license. She has 10 years of industry experience, including a decade at Edward Jones prior to joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Bryce Cowan is a financial advisor with Ameriprise Financial Services, holding Series 65 and Series 63 licenses and bringing two years of industry experience. He previously worked at Haas Metal Engineering and co-owns Bralton Media Properties. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Stuart Smith is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Ameriprise since 2018, including time at both Ameriprise Financial Services, LLC and Ameriprise Financial Services Inc, as well as a prior role at CUSO Financial Services, LP. 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, combining proprietary research, third-party data, and algorithmic tools to provide clients with tailored recommendations.

Douglas Royle is a financial advisor with Ameriprise in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise Financial Services in 2017. He has been with Ameriprise since 2020. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed, tax-efficient withdrawal strategies and Social Security claiming advice through a centralized consulting team. The firm combines research, modeling, and algorithmic automation to generate tailored recommendations and provides a broad range of advisory, brokerage, and insurance solutions.

Brandon Turner is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Turner serves on the board of directors for The Mail Center in Kansas City, Missouri. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Mitchell Black is a financial advisor with Ameriprise in Raymore, MO, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of advising, he serves on the board of Mason's Give A Heart Foundation and is a certified NRA instructor. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized team in partnership with advisors.

Erin O'Brien is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Waterfront Wealth Inc. and Wells Fargo Advisors Financial Network prior to joining Ameriprise in 2022. 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 written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.