Mija Bartholome is a financial advisor at Ameriprise in Tampa, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2023, she worked at Northwestern Mutual Investment Services LLC and Kevin O Connell. Outside of financial advising, she is involved with Lala Links Jewelry, assisting with operations and customer service at pop-up events in the Tampa Bay area. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes producing written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies, supported by internal research and third-party data.

Susan Bentkowski is a financial advisor with Ameriprise Financial Services in Tampa, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Ameriprise in various roles since 2009. 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 through written Recommendation Reports and ongoing advice. The firm employs a non-discretionary implementation approach and utilizes proprietary research, third-party data, and algorithmic tools to guide asset allocation, withdrawal strategies, and Social Security decisions.

Ashley Johnson is a CFP® professional with 19 years of experience in financial advising, currently with Ameriprise since 2007. She holds the Series 66 designation and operates out of Tampa, FL. In addition to her advisory role, she manages operational support and administrative tasks for her practice through her business, A.E. Johnson Enterprises. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.