Michael Griffin Jr. is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves as a financial secretary on the board of the Knights of Columbus and is a co-owner of Alta Management Group, LLC, which manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services to deliver personalized retirement income planning, primarily for clients with significant assets under management at Ameriprise.

Matthew Olson is a financial advisor with Ameriprise in Sandy, Utah, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Ameriprise and its affiliate since 1993. Outside of his advisory role, Olson has business ownership in Creekroad LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered alongside client advisors, with a focus on Ameriprise-managed accounts and algorithmic support for recommendations.

Daniel Foslid is a financial advisor with Ameriprise in Sandy, Utah, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Ameriprise and its related entities since 1982. Foslid serves on the finance committee of Saint Thomas More Catholic Church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Patrick Griffin is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and is also co-owner of Alta Management Group LLC, which manages his advisory business. Outside of his financial work, he manages a men's softball team in a Salt Lake City County league. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing internal research, third-party data, and algorithmic tools.

Maxwell Mcleod is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Mutual of America. Outside of his advisory role, he manages an advisory business with Alta Management Group, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Marisa Hampton is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Health Plan of San Joaquin and Michaels Arts and Crafts. Outside of her advisory role, she is employed as licensed staff at Alta Management Group LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.