Jacob Berner is a financial advisor with Ameriprise in South Jordan, Utah, holding a Series 66 designation and 13 years of industry experience. He worked at Edward Jones for 10 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team in partnership with financial advisors.

Austin Furniss is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Ameriprise and Wells Fargo in various roles since 2014. He serves on the Board of Directors for the Salt Point Vista Homeowner's Association and is a member of its Board of Trustees. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendations and ongoing advice. The firm’s approach incorporates proprietary research and collaboration between centralized teams and financial advisors, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Ikechukwu Ezugwu is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously at Transamerica Financial Advisors, Wfgia, and Managed Wealth Financial. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team and delivers periodic, non-discretionary recommendations tailored to clients’ Ameriprise-managed accounts.

Courtney Robert is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2026, Courtney worked at Wells Fargo Bank and Wells Fargo Clearing, as well as Equitable Advisors and Edward Jones. Outside of advisory work, Courtney serves as treasurer and board member of Brooke's Good Deeds, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through a combination of written recommendations and ongoing advice.

Spencer Young is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones from 2016 to 2022. Outside of his advisory role, he serves as a volunteer voting member of the Summit County Board of Adjustment in Utah. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Nicholas Papez is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Before joining Ameriprise, he worked in technology sales at Menlo Security. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendation reports.

Grant Harrison is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for seven years. Harrison is based in Highland, UT. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide tailored income recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Todd Handley is a financial advisor at Ameriprise with 32 years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at MML Investors Services Inc and Mass Mutual Life Insurance. Outside of advising, he is a co-owner of Splash Properties LLC, a business involved in residential construction projects. Ameriprise serves clients primarily through its Premier Retirement Income service, which provides retirement-income planning for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Bruce Wingrove is a financial advisor with Ameriprise in Alpine, Utah, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Ameriprise since 2009. In addition to his advisory role, he is involved in independent insurance brokering, specializing in fixed annuities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 personalized, non-discretionary advice through a centralized consulting team.

Benjamin Pali is a financial advisor with Ameriprise in Saratoga Springs, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Keeler Thomas Management LLC and SagePoint Financial. He is a silent partner with a 40% share in a physical therapy franchise, Fyzical Therapy & Balance Centers, managed by his brother. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Tamara Radice is a CFP® professional with 23 years of industry experience. She has worked at Edward Jones from 2002 to 2025 before joining Ameriprise in 2025. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored advice through its centralized retirement-income consulting team.

Seth Evans is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for nine years. Outside of his advisory role, Evans performs as an actor in theater, film, television, and web productions. 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 retirement-income consulting team.

Darren Handley is a financial advisor with Ameriprise in Draper, Utah, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Centaurus Financial, Inc. and operating his own firm, Handley And Associates, for 28 years. He is also involved in independent insurance brokering and works with ProSync Insurance Services, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kelly Miller is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63, 65, and 66 designations. Miller has been with Ameriprise and its affiliates since 2009. He serves on the Board of Directors for the American Cancer Society. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools with advisor collaboration to deliver non-discretionary retirement advice.