Andrew Leedom is a financial advisor with Ameriprise in Sparks, MD, holding Series 65 and Series 66 licenses and 28 years of industry experience. He has been with Ameriprise since 2008. Outside of his advisory role, he owns and manages Leedom AR, LLC, an investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Justin Arter is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and John C. Grimberg. Outside of finance, he has been involved with organizations such as the Y of the Chesapeake and McDaniel College. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, relying on a centralized team that collaborates with advisors and uses a combination of investment research, data, and algorithmic tools.

Matthew Boltz is a financial advisor with Ameriprise, holding a Series 66 designation and with 24 years of industry experience. He has been with Ameriprise since 2005. Boltz also manages MM Boltz LLC, a business entity related to his financial planning practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Jonathan Pearlstein is a financial advisor with Ameriprise, holding a Series 66 credential and 25 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2000 and previously worked at Ameriprise Financial Services, Inc. for 15 years. He serves on the board of directors for Gateway in Baltimore, Maryland. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Russell Priddy III is a financial advisor with Ameriprise in Shrewsbury, PA, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and PNC Investments. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering detailed, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Elizabeth Braun is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2009. Based in Owings Mills, MD, she has focused her career at Ameriprise for over a decade. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm provides comprehensive, research-driven recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies, delivered through a centralized consulting team in partnership with financial advisors.

Scott Falkowitz is a financial advisor with Ameriprise in Pikesville, MD, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Ameriprise since 2009. Falkowitz owns and manages a corporation related to his financial advising practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored advice, with a focus on assets held in Ameriprise managed accounts.

Grant Talbot is a financial advisor with Ameriprise in Sparks, MD, holding Series 65 and Series 63 credentials and two years of industry experience. His prior work history includes roles at Chipotle Mexican Grill and Equitable Advisors. Talbot serves on a nonprofit alumni board and is involved in managing an advisory business as well as overseeing a conference room rental operation listed on Peerspace. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement-income planning through written recommendations and ongoing advice. The firm’s approach incorporates proprietary research and third-party data to support tax-aware withdrawal strategies and asset allocation decisions within a defined investment universe.

Joseph Williams is a financial advisor with Ameriprise in Sparks, MD, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Ameriprise, he worked at Raymond James Financial Services and Chesapeake Wealth Advisors. Outside of finance, he was involved with JTW Fitness LLC for eight years. 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.

Michael Sommerfield is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2009. He is also the owner and president of Zabby Inc., a business related to his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven recommendations with a variety of advisory, brokerage, and insurance solutions through its institutional platform.