Terra Milander is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2017 and has prior experience as an academic tutor and yoga instructor. Milander is also the President of Nourish Nebraska, a nonprofit that provides fresh produce to food-insecure elementary school children in the Papillion area. Ameriprise serves clients primarily through retirement-income planning services aimed at individuals approaching or in retirement 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.

Jana Flaxbeard is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with seven years of industry experience. She previously worked at Edward Jones and Boys Town National Research Hospital before joining Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to tailor retirement solutions within a defined investment universe.

Joseph Gasnick is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network LLC and Ameriprise Financial Services, Inc. He is president of Gasnick Foote LLC, a business managing his Ameriprise practice. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop written recommendation reports in partnership with advisors.

Larry Foxworthy is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns a real estate business, Nickmack LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendations through a centralized consulting team.

John Swanda Jr. is a Series 66-licensed financial advisor with Ameriprise in Omaha, NE, having 21 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his financial advisory role, he serves on the Board of Directors for Assure Women's Center and works as on-air talent for KOMJ Boomer Radio, as well as providing voice talent services through his own business. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm serves clients with substantial investable assets and employs a centralized consulting team to support its financial advisors with algorithmically generated, customizable retirement income plans.

James Loyet is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He worked at Edward Jones for 16 years before joining Ameriprise in 2019. Loyet owns LJF LLC, an LLC established to manage his Ameriprise practice. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Morehouse is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with nine years of industry experience. He previously worked at Edward Jones for six years before joining Ameriprise in 2022. Outside of his advisory role, Morehouse owns a business specializing in aerial helicopter photography and operates an IV treatment service. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, providing tailored, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services supported by algorithmic automation and oversight to clients primarily holding Ameriprise-managed accounts.

Barbara Foote is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. She has worked at Ameriprise since 2016 and previously spent seven years with Wells Fargo Advisors Financial Network LLC. Outside of her advisory role, she is involved with Flagship Partners. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Andrew Agree is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 licenses and 22 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Aspire Inc., his own firm Andy Agree, various insurance carriers, and Waddell & Reed, Inc. He is also an author publishing novels and non-fiction books under the pen name Drew Avery. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.