John Gantzer is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and served in the United States Army Reserve. Outside of his advisory role, he serves on the Board of Directors for the Dyspraxia Awareness Association and is Secretary of the Psychological Operations Veterans Association – Gateway Chapter. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawal planning.

Richard Myers is a financial advisor with Ameriprise, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Myers serves on the Board of Directors for the American Theatre Guild. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Charles Miller is a CFP®-designated financial advisor with Ameriprise in Olathe, KS, with 29 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as president and office manager of The Advisor Group, LLC, an office expense-sharing entity. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, 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 personalized, non-discretionary retirement advice, supported by algorithmic automation overseen by a dedicated committee.

Janelle O'Brien is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and LPL Financial. Ameriprise Financial Services serves 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.