Reggie Alilonu is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise in Scottsdale, AZ. His prior roles include positions at Hosler Wealth Management LLC and Allonu Financial Services, LLC, as well as experience in insurance and accounting through HD Vest Insurance Agency and his own CPA practice. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Wayne Kandas is a CFP® professional with 37 years of experience, currently advising at Ameriprise Financial Services, LLC since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020. Outside of his advisory role, he has interests including real estate ownership in Mexico. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Nicholas Traxler is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Target Corporation for six years and was involved with the Arizona State Club Water Polo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Steven Rabin is a CFP® with 33 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020. He has held various roles within Ameriprise-affiliated firms since 2003 and briefly worked at Choreo, LLC. Outside of his advisory work, Rabin owns a photography business and serves on the board of the Scottsdale Corvette Club. Ameriprise Financial Services is a diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning focused on dependable income and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.

Brian Dobbins is a financial advisor with Ameriprise based in Scottsdale, AZ, holding a Series 63 designation and 54 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he has ownership interests in real estate-related businesses. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team, supporting a range of advisory, brokerage, and insurance solutions.

Mark Parfet is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 63 designation and possessing 37 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as treasurer on the board of directors for Toy Barn on Helm and is involved in managing several real estate ventures. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary process using proprietary research and third-party data.

Alexander Schneebacher III is a financial advisor at Ameriprise in Scottsdale, AZ, holding a Series 63 designation with 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Rich Van Loan Jr. is a CFP®-designated financial advisor with Ameriprise in Scottsdale, AZ, and has 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. He also serves as a trustee in fiduciary activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach integrates internal research and third-party data to support tax-aware withdrawal strategies and typically requires a minimum level of investable assets for participation.

Gary Gassmann is a financial advisor at Ameriprise with 36 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he is the owner of Gasscha LLC, a business unrelated to investments. Ameriprise is an institutional firm that offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, primarily for clients with Ameriprise-managed accounts.

Christopher Dobbins is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 63 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income advice, primarily for clients with assets managed within Ameriprise.