Ben Beriss is a financial advisor with Ameriprise in Alexandria, VA. He holds a Series 66 designation and has been with Ameriprise since 2019, with a brief interval working at Starbucks and prior experience in education. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Steven Marshall is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in a business ownership entity related to office leasing. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Lisa Albrecht is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 23 years of industry experience. She previously worked at American Express Financial Advisors for 18 years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized retirement-income consulting team and combines research, modeling, and tax analysis to tailor recommendations.

Ann Durham is a financial advisor with Ameriprise in Reston, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She previously worked at PNC Investments and PNC Bank before joining Ameriprise in 2019. Durham serves on the Board of Directors for the Vienna Arts Society and acts as its secretary. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kevin Haynes is a financial advisor with Ameriprise in Leesburg, VA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its related entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering personalized recommendations through a centralized consulting team.

Danny Robles Fuentes is a CFP® professional affiliated with Ameriprise, with four years of industry experience. His prior roles include positions at Cambridge Investment Research, Freddie Mac, and the State Department Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and asset allocation, with recommendations supported by proprietary research and algorithmic tools.

Ryan Albrecht is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. He serves as Treasurer on the Board of Directors for The Willowsford Waves, a community organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income recommendations rely on internal research, third-party data, and algorithmic tools and feature restrictive enrollment criteria requiring a minimum level of investable assets primarily managed within Ameriprise’s affiliated product ecosystem.

Rebecca Hall is a financial advisor with Ameriprise in Falls Church, VA, holding CFP® and ChFC® designations and over 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 1995. Outside of her advisory role, she is a co-owner of MHA Financial LLC, a business unrelated to investments. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, delivering retirement income recommendations through a centralized consulting team that uses research, modeling, and tax-efficiency analysis.

Heather Bull is a financial advisor with Ameriprise in Winchester, VA, holding Series 63 and Series 65 designations and six years of industry experience. Her prior roles include positions at Joseph Anderson, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Mark Fine. Outside of her advisory work, she has been involved with SF Janitorial since 2007. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, with a focus on assets held in Ameriprise managed accounts and the use of algorithmic tools to generate planning advice.

James Giunchi is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with Ameriprise and its related entities since 2016. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.