Colleen Willis is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2019 and previously at State Farm from 2016 to 2019. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions.

Weiwei Jin is a CFP® and Series 66-licensed financial advisor with Ameriprise, based in Virginia Beach, VA, with 24 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in independent insurance brokering and owns a pass-through LLC that manages business expenses. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing comprehensive reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to deliver tailored recommendations and provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Robert Briscoe is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise since 2006 and also works as a paraplanner with Platinum Service Solutions, providing support in managing client accounts. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that focuses on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement.

Rhonda Leib is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Ameriprise since 2022, following a 20-year tenure at Davenport & Company LLC. 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, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s investment approach integrates proprietary research, third-party data, and algorithmic tools within a defined investment framework.

Douglas Melrose Jr. is a CFP® professional with 33 years of industry experience, currently affiliated with Ameriprise in Virginia Beach, VA. He has worked at Ameriprise since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Susan Mc Lean is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at Ameriprise in Virginia Beach, VA. She has been with Ameriprise in various capacities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, research-driven recommendations through a centralized consulting team that leverages algorithmic tools alongside professional oversight.