Daniel Dougherty is a financial advisor with Ameriprise in Scarborough, ME, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for 11 years before joining Ameriprise in 2019. Outside of advising, he is involved with BNI Maine and Scarbrough Buy Local and owns a business running rental cabins in Northern Maine. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

David Chambers is a financial advisor with Ameriprise in Portland, ME, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has involvement in non-investment-related real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing comprehensive written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Warren Spencer is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Kovack Securities and Kovack Advisors for a decade. Outside of his advisory role, he has a real estate ownership interest in Norway, ME. Ameriprise offers retirement-income planning services primarily for high-net-worth individuals, combining research-driven recommendations with algorithmic tools to deliver tailored income strategies.

Shawn Denecker is a financial advisor with Ameriprise in Portland, ME, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he participates in weekly Business Networking International (BNI) meetings in Falmouth, ME. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with specific asset thresholds, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, providing advisory, brokerage, and insurance solutions through its broad institutional platform.