Dickinson Miller is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership activities including leadership of Circle in a Square Advisors LLC, which supports operational infrastructure and continuity planning for his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and third-party data within a structured investment universe influenced by affiliated product relationships.

Hannah Brooks is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2017 and previously worked at East West Partners Club Management from 2014 to 2017. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Andrew Paulson is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, Paulson serves on the Board of Directors for Capitol Hill Little League. 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 recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security claiming options.

Michelle Rosenberg is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Rosenberg is co-owner and Chief Financial Officer of Sunderland Partners L.L.C., an entity established to manage succession planning and operational costs for her practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets held in Ameriprise Managed Accounts.