Joanna Shumway is a financial advisor with Ameriprise in Portsmouth, NH, holding Series 66 and Series 63 designations and 13 years of industry experience. She was self-employed for nine years before joining Ameriprise in 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice. The firm’s approach includes asset allocation and tax-aware withdrawal strategies within a defined investment framework that incorporates proprietary research and third-party data.

Kimberly Jones is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Her prior work includes over a decade at John Hancock, followed by roles at Optum and a brief period of unemployment. 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.

Janette Alimi is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entity since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, 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 in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

John Tritle is a CFP® and holds a Series 66 license with Ameriprise Financial Services, where he has worked since 2005, including six years as part of the Ameriprise advisory team. He has 24 years of industry experience. Outside of his advisory role, he owns an LLC that manages real estate used by himself and his staff. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm utilizes a combination of investment research, third-party data, and algorithmic tools to provide non-discretionary, personalized retirement recommendations.