Adam Beck is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 credential and has been with Ameriprise since 2023. Outside of his advisory role, Beck owns a construction business, Lockwood Craftsmen, LLC, and serves as president of the nonprofit organization Lockwood Mentors. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Russell Shartzer is a financial advisor with Ameriprise in Wolcottville, IN, holding a Series 66 designation and nine years of industry experience. His career includes roles at Ameriprise Financial Services, HD Vest Investment Services, Case Family Tax, and Hubbard Feeds Inc. Outside of his advisory work, he serves as Treasurer on the Board of Directors for the Avilla Area Chamber and owns a tax preparation business. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Tiffany Harrell is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Western & Southern Life, Empower Retirement, and Ruoff Mortgage. Outside of her financial career, she has been involved with Jim Harrells Tree Trimming & Tree Removal for over a decade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.