Jacob Goff is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. His prior work includes roles at Bryant University, Bates College, Dunkin, and Scarborough Public Schools. Outside of advising, he oversees the organization and completion of track and field events for high school and college students in New England through contract work connected by the United States of America Track and Field association. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet certain asset criteria, providing written recommendation reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, primarily delivering services through a centralized retirement-income consulting team.

Aaron Wallof is a financial advisor at Ameriprise with eight years of industry experience. Prior to joining Ameriprise in 2025, he worked at Prudential Insurance Company of America and Pruco Securities from 2015 to 2023. He also worked as a delivery driver for DoorDash from 2023 to 2025. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

James Lamb is a CFP®-designated financial advisor with Ameriprise, based in Wells, ME, and has 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages a business called Independent Solutions. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Carson Mc Evoy is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Movement Mortgage and Oliva's Garden. Outside of his advisory role, he is co-owner of MAC Racing, a harness horse racing stable, and a family-owned fishing and hunting lodge in Maine. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sophie Lamb is a financial advisor at Ameriprise with two years of industry experience. She has been with Ameriprise since 2018, including roles at Ameriprise Financial Services, Inc. Prior to her advisory career, she worked at the University of Maine. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, algorithm-assisted advice.

Bryan Vandussen is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as Treasurer for the West End Neighborhood Association and the West Prom Sunset Concerts, and is Membership Chair for the BMW Riders of Southern Maine. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.