Stephen Harnden is a CFP®-designated financial advisor with Ameriprise, based in Glendale, AZ, and has 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he owns a property intended to house his financial planning practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Gombrich is a financial advisor with Ameriprise Financial Services LLC in Peoria, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise since 2017 and previously at EF Legacy Securities LLC and Edelman Financial Services LLC. Outside of his advisory work, he participates in the planning giving committee for the Southwest Autism Research and Resource Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies. The firm uses centralized analysis incorporating investment research, third-party data, and internal committee oversight, with recommendations operating within an investment universe influenced by affiliated product relationships.

John Snyder is a financial advisor at Ameriprise with 10 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Eagle Strategies and New York Life Insurance Company. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant 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 advice through a centralized consulting team.

Steven Berryman is a financial advisor with Ameriprise, holding a Series 63 designation and 9 years of industry experience. Prior to joining Ameriprise in 2024, he worked at The Vanguard Group for 8 years and has experience in business ownership with Windmill Roasters since 2021 and Arizona Home and Apt Cleaners, LLC from 2019 to 2021. He also served in the United States Marine Corps from 2013 to 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Garrett Smith is a Series 66-licensed financial advisor with Ameriprise in Tucson, AZ, and has 13 years of industry experience. He has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, he serves on multiple nonprofit boards, including CEDO, BBB, and Interfaith Community Services. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, utilizing a combination of research, modeling, and tax-efficiency analysis to provide tailored recommendations primarily for individuals with significant investable assets. The firm delivers a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Ted Duvall is a Series 66-credentialed financial advisor with 25 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm location in Peoria, AZ. Outside of his advisory role, he is a member of Kingdom Advisors, a professional association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies.

Scarlet Filmore is a CFP® professional with 17 years of experience in the financial services industry. She has worked at Ameriprise since 2018, following roles at 1st Global Advisors Inc., 1ST Global Capital Corp., and Monheit Financial Group. Outside of her advisory work, she is involved with Young Living Essential Oils, where she occasionally purchases products for personal use. Ameriprise provides retirement-income planning services tailored to clients approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

John Rinehart is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Mac Lean is a financial advisor at Ameriprise with 21 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mac Lean serves as president of Quenched, a nonprofit organization, and is a member of the Grand Canyon University College of Business Advisory Board. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored, research-driven recommendations that integrate tax efficiency and adaptive withdrawal strategies. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Thomas Gerboth is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at Harbour Investments, Thompson Wealth Management, Tandem Wealth Advisors, and Charles Schwab. Outside of advising, he is involved in real estate through Gerboth Ventures LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.