Gregory Clinard is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked with Ameriprise since 2005, with a four-year break between 2018 and 2022. 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 advice focused on dependable income and tax-aware withdrawal strategies.

David Moritz is a financial advisor with Ameriprise in Parker, Colorado, 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. Outside of his advisory role, he owns Mile Hi Badger Consulting, Inc., an S corporation established to manage his practice operations. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports through a centralized consulting team.

Wayne Verity is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized retirement-income consulting team.

Tracy Morasco is a financial advisor at Ameriprise with 30 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and its affiliates since 2005. Outside of her advisory work, she has been involved with Pets Maa since 1998. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. Its approach includes detailed, research-driven recommendations that integrate tax efficiency and Social Security strategies, supported by centralized consulting and algorithmic tools.

Dakota Bramhall is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2021, he worked at Edward Jones from 2019 to 2021 and held positions at Baroda Holm and ProActive Advisors. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency strategies through a centralized consulting team that collaborates with individual advisors.

Donna Merrell Albritton is a financial advisor with Ameriprise in Parker, CO, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted recommendations primarily for assets held in Ameriprise Managed Accounts.