Eric Riddell is a financial advisor with Ameriprise in Annandale, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as vice chair on the board of directors for Pathway Homes and is involved in crop farming operations. Ameriprise offers comprehensive retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Nina Saunders is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written 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 tailored planning through a centralized consulting team.

Soo Kim is a CFP® with 25 years of experience in the financial services industry. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. In addition to his advisory work, Kim holds co-ownership interests in several retail and real estate ventures, including a restaurant in Seoul, South Korea, and multiple commercial and residential properties in Virginia. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary retirement income recommendations.

Mark Pollak is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with MSP Advisory Services, LLC, which manages office-related expenses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, providing detailed recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm serves clients with significant investable assets through a combination of advisory, brokerage, and insurance solutions.

Thomas Gillespie is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005. Gillespie is also the sole member of Palindrome Group LLC, a consulting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s offerings leverage proprietary research and third-party data, with a structured approach to retirement income planning.

Micah Hopkins is a financial advisor at Ameriprise with 27 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2005. Hopkins serves on the board of directors for the Ferdows Foundation and is involved in multiple business ventures, including co-ownership of various real estate and retail companies as well as a blockchain investment holding company. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data, with recommendations implemented on a non-discretionary basis.

Patrick Reis is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its predecessor firms since 1997. Outside of his advisory role, Reis serves as Financial Director at The Reis Group LLC, where he tracks employee billable hours, expenses, and revenue for business growth decisions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, supported by investment research, third-party data, and algorithmic tools.

Jennifer An is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2002. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Brandon Lee is a financial advisor with Ameriprise in Annandale, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, 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 advice through a centralized consulting team.

Dermel Franklin is a financial advisor with Ameriprise in Silver Spring, MD, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2010, with a brief tenure at Mackenzie Consulting from 2021 to 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.