Julianne Wolfe is a Series 66-credentialed financial advisor at Ameriprise with 25 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is engaged in screenwriting, authoring and selling screenplays. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides personalized planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

William Sullivan is a financial advisor with Ameriprise in Charlestown, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Sullivan serves as Chairman and Trustee of the Trust Fund for the Town of Charlestown, NH. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.