Rachel Maria Jeffries is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise, she worked at Plant Factory Interiors LLC and Prosper Insurance. Outside of her advisory role, she serves as a brand ambassador for Chix Event Services, LLC, participating in local music festivals to provide samples and promotional materials. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies, primarily focusing on assets managed within Ameriprise.

Scott Matheson is a CFP® with 32 years of experience in the financial services industry. He has worked at Ameriprise Financial Services since 2017 and previously held roles at Wells Fargo Clearing and Prudential Equity Group. Matheson serves on the Board of Directors for the Southeastern Virginia Community Foundation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers detailed retirement planning and income strategies through a collaborative process between clients and advisors.

Josh Martinez is a financial advisor at Ameriprise Financial Services, LLC with four years of industry experience. He holds a Series 66 designation and has worked exclusively with Ameriprise since 2020. Prior to his advisory role, he held positions at several universities and in retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Harrington is a Series 66–licensed financial advisor with Ameriprise Financial Services in Virginia Beach, VA, and has 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Banc of America Investment Services, and Merrill. Ameriprise Financial Services is a large, diversified firm serving 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.

Sean Connor is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. His prior work includes roles at Regent University, Duck Donuts, and Dick's Sporting Goods. He serves on the Board of Directors of ConnorMedia, Inc. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.

Vern Emlin White is a financial advisor with Ameriprise in Virginia Beach, VA, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Charles Schwab & Co., Charles Schwab Bank, and Townebank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Steven Strickland is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at Ameriprise Financial Services, LLC since 2020 and previously held positions at Ameriprise Financial Services, Inc., Wells Fargo Clearing, Banc of America Investment Services, Inc., and Merrill. He is based in Virginia Beach, VA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written Recommendation Reports and annual advice focusing on income sources and tax-aware withdrawal strategies, using proprietary research and third-party data to support its recommendations.

P Murphy is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Ameriprise in 2019, Murphy worked at Wells Fargo Clearing and Wachovia Securities. Outside of advising, Murphy serves as adjunct faculty at multiple universities and coaches a high school girls softball team, and holds a church elder position responsible for stewardship and finance. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Alton Anders Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Infinex Investments, Inc. and Virginia Asset Group. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Kempsville Masonic Lodge No. 196 in Virginia Beach. Ameriprise offers a retirement-income planning service designed for individuals 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 retirement income recommendations.

Richard White is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Keith Berenguer is a financial advisor with Ameriprise in Virginia Beach, VA, holding Series 63, 65, and 66 designations and having 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service aimed at 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 non-discretionary, algorithm-assisted recommendations, primarily for assets managed within Ameriprise accounts.

Dale White is a financial advisor with Ameriprise in Virginia Beach, VA, holding Series 63, 65, and 66 credentials and having 37 years of industry experience. He has been with Ameriprise and its affiliates since 2012. Outside of his advisory work, White serves on the Board of Directors for Greenville Presbyterian Theological Seminary and is involved with a professional networking group as well as church activities. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services, primarily within Ameriprise-managed accounts.

Vicki Soyars is a financial advisor with Ameriprise in Virginia Beach, VA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies. The firm utilizes an investment approach influenced by its affiliated products and employs a centralized service team for retirement income planning.