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 with Ameriprise Financial Services in Renton, WA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Ameriprise since 2013 and is also involved in managing an advisory business through Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and annual retirement-income planning advice. The firm’s approach includes asset allocation guidance, tax-aware withdrawal strategies, and Social Security claiming options, supported by internal research and third-party data.

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® with 40 years of experience at Ameriprise Financial Service, LLC, where he has worked since 1986. He is based in Burien, WA. Outside of his advisory role, he owns and manages several commercial real estate properties and operates ProSync Insurance Services, LLC, an agency offering health and Medicare insurance coverage. Ameriprise provides retirement-income planning services aimed at clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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 at Ameriprise with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Ameriprise since 2017, with prior experience at HD Vest Investment Services and operating his own tax and financial services firms. Outside of advising, he serves on the board of New Beginnings Christian Fellowship and is president of Essex Community Outreach Corp. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware withdrawal strategies and personalized recommendation reports.

Michael Whittendale is a financial advisor at Ameriprise with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise since 2021. His prior experience includes roles at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services, among others. Ameriprise Financial Services is a large, diversified advisory 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 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 totaling 12 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2013 and is also the president, CEO, and CFO of Schram & Associates, a tax preparation business she has operated since 1991. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

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 in Renton, WA, holding Series 63, 65, and 66 licenses and has 24 years of industry experience. He has been with Ameriprise since 2014. In addition to his advisory role, he is involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

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 in Redmond, WA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Equitable Advisors and various retail and service companies. He is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

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.