Daniel Whitley is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. He previously worked at Edward Jones for 13 years. Outside of his financial advisory work, he serves as a Senior Airman in the DC Air National Guard, responsible for aircraft maintenance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice supported by proprietary research and algorithmic tools. The firm’s approach emphasizes dependable income and tax-aware withdrawal strategies within a product ecosystem influenced by affiliated investment options.

Ronald Caruso is a financial advisor at Ameriprise with 42 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. Caruso has been with Ameriprise since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies.

Juanita Stephens is a financial advisor with Ameriprise who holds a Series 63 designation and has 41 years of industry experience. She has been with Ameriprise Financial Service, LLC since 1984 and worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is involved as a member and manager in Mansa Musa Partners and Mansa Musa Operations, which provide administrative and operational support. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide non-discretionary recommendations, primarily for assets held in Ameriprise Managed Accounts, and supports a broad range of advisory, brokerage, and insurance solutions.