Cody Laing is a financial advisor at Ameriprise in Renton, WA, holding a Series 66 designation. He has less than one year of industry experience and has previously worked at AGP Wealth Advisors and held various roles related to California Polytechnic State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Brett Ferguson is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with Ameriprise Financial Services since 2013. Outside of his advisory role, he is involved in managing an independent advisory business, Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that combines detailed retirement planning with investment research and algorithmic tools to provide tax-aware withdrawal strategies and income planning for clients near or in retirement.

Aaron Smith is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise since 2008. Outside of his advisory role, he is involved in managing an advisory business through Heritage Wealth Advisors LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Conner Elliott is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Costco Wholesale Corporation and Washington State University. Elliott is also employed at Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations delivered in partnership with its financial advisors.

Randall Linde is a CFP® professional with over 40 years of experience at Ameriprise Financial Services, where he has worked since 1986. He is based in Renton, Washington, and holds a Series 63 license. Outside of advising, he owns and operates ProSync Insurance Services, LLC, which sells individual and group health and Medicare coverage. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through tailored recommendations and ongoing advice.

Kevin Nanthrup is a financial advisor with Ameriprise in Fall City, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved in managing an advisory business at Heritage Wealth Advisors LLC. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Joseph Yeadon is a financial advisor with Ameriprise who holds Series 66, Series 63, and Series 65 credentials and has 27 years of industry experience. He has been with Ameriprise since 2017, following two years at HD Vest Investment Services and over two decades operating Yeadon & Co. Financial and Tax Service LLC. Outside of his advisory role, he is involved in business ownership through several entities, including Yeadon & Co. CPAs, LLC, and serves on the board of New Beginnings Christian Fellowship as well as presides over Essex Community Outreach Corp. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income and tax-aware withdrawal strategies. The firm provides retirement planning through a centralized team and emphasizes a structured approach that integrates its proprietary investment research and affiliated product offerings.

Michael Whittendale is a financial advisor at Ameriprise with six years of industry experience. He has held roles at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services prior to joining Ameriprise in 2021. Whittendale is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Frances Schram is a financial advisor with Ameriprise in Renton, WA, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has been associated with Ameriprise since 2013 and is also president, CEO, and CFO of Schram & Associates, a tax preparation business. Schram is involved in an entrepreneurial venture related to real estate lending through a self-directed IRA-funded LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies, supported by investment research and algorithmic analysis.

Edward Harris is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entity since 2010. Outside of his advisory role, he owns and operates NorthWest Tax Specialists, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Amber Helms is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2009, including its affiliated entities. Outside of Ameriprise, she is involved with Heritage Wealth Advisors LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Griffin Meyers is a financial advisor with Ameriprise Financial Services, holding Series 63, 65, and 66 credentials and 24 years of industry experience. He has worked at Ameriprise since 2014 and previously at VOLT Wealth Management, Churchill Management Group, and TD Ameritrade. Meyers is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on retirement-income planning, utilizing a combination of proprietary research, third-party data, and algorithmic tools to develop customized recommendations.

Jacob Linde is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked in real estate and various other roles including at Windermere Real Estate and DoorDash. Outside of his advisory role, he manages an advisory business at Heritage Wealth Advisors LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations as part of a centralized consulting approach.

Jeremy Meneray is a financial advisor with Ameriprise Financial Services, LLC and holds Series 63 and Series 65 credentials, with five years of industry experience. Prior to joining Ameriprise in 2022, he worked at Equitable Advisors, LLC from 2020 to 2022. He is also involved in managing an advisory business outside of Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients approaching or in retirement.

Gregory Lankston is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at Capstone CPAs and Squar Milner LLP. Outside of his advisory work, he owns and operates Lankston Advisory Group Inc., a tax preparation business, and serves as treasurer on the board of directors for Camden Park in Bend, Oregon. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kevin Wall is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Nationwide Investment Services Corporation for five years before joining Ameriprise in 2022. Wall also manages an advisory business, Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service with written recommendation reports and ongoing advice focused on retirement income planning. The firm’s approach incorporates internal investment research and third-party data, with distinctive enrollment criteria and a specialized investment product ecosystem.