Mark Peterson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Seattle, WA. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for BSA Troop 1804 and 1564 and participates as a committee member. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income stability and tax-aware withdrawal strategies.

Jason Formo is a financial advisor with Ameriprise in Shoreline, WA, holding a Series 66 designation and 19 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years before joining Ameriprise in 2019. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities, with an emphasis on managed accounts and algorithmic support in its retirement planning approach.

Frederick Gibbs is a financial advisor with Ameriprise in Federal Way, WA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he has interests in real estate ownership unrelated to his investment work. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily for clients with Ameriprise-managed accounts.

Geoffrey White is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked at UBS Financial Services for nine years before joining Ameriprise in 2021. Ameriprise provides a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Samuel Burns is a financial advisor with Ameriprise in Shoreline, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Domino’s Pizza LLC and the University of Washington - Bothell. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides detailed recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist in retirement income planning.

Thomas Drouin is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2010. Prior to his current role, he has spent over a decade within the same firm. Outside of his advisory work, he occasionally works as an Uber driver. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing research-driven, algorithm-supported recommendations tailored by a centralized retirement-income consulting team.

Anne Bell is a financial advisor at Ameriprise with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2013. Outside of her advisory role, she serves as an operations manager, bookkeeper, and payroll specialist for Pacific Restoration & Painting. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm offers a range of advisory, brokerage, and insurance solutions, delivering tailored, research-driven retirement recommendations through a centralized consulting team.

Andrew Rothman is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations, with a focus on assets held in Ameriprise-managed accounts.

Kevin O'Keefe is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is a co-owner of Maxmo Rentals LLC, a real estate business in Snoqualmie, WA. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically serving those with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Peter Groeschel is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.

Scott Rethke is a financial advisor at Ameriprise in Kirkland, WA, holding a Series 66 designation with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports primarily for Ameriprise-managed accounts.

Ginger Wasylik is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Morgan Stanley and Charles Schwab. Outside of her advisory role, she owns GlimmerStick Creations, LLC, where she facilitates SoulCollage® and Laughter Yoga events, and also works part-time in retail at Sebastiano's Natural Wine. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income advice is supported by proprietary research and algorithmic tools and features enrollment criteria tied to investable assets and affiliated investment options.

Morgan O'keefe is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation. O'keefe has worked at Ameriprise since 2022 and has prior experience at Emporium and Washington State University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jeffrey Mathews is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific eligibility criteria, using a combination of research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Carrie Swanson is a financial advisor with Ameriprise in North Bend, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at RBC Capital Markets Corporation for 11 years before joining Ameriprise Financial Services and then Ameriprise. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate these recommendations, which are reviewed by a centralized consulting team in partnership with financial advisors.

Jennifer White Theissing is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Juls Carter is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets Corporation for 11 years before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning. The firm’s approach includes written Recommendation Reports and ongoing advice based on proprietary research, tax-aware withdrawal strategies, and Social Security claiming options.