James Cusick is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Washington, DC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations through a centralized consulting team.

Nina Asghari Kamrani is a financial advisor with Ameriprise Financial Services LLC and holds a Series 66 designation. She has three years of industry experience, including prior roles at LPL Financial and positions outside the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

John Cortale is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for nine years before joining Ameriprise in 2024. He also serves as a financial literacy coach, providing budgeting and basic financial literacy education to various institutions. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Alan Butler II is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. Outside of his advisory role, Butler owns and manages AMB Holdings LLC, an independent business related to his advisory work. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering comprehensive recommendation reports that incorporate research, modeling, and tax-efficient withdrawal strategies. The firm combines automated tools with advisor input to deliver tailored retirement income advice.

Bryon Vincent is a financial advisor with Ameriprise in Washington, DC. He holds a Series 66 designation and has recent experience at Juniper Consulting, LLC, in addition to a nine-year career at the Federal Bureau of Investigation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning focused on reliable income sources and tax-aware withdrawal strategies.

John Moran is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, USAdvisors Wealth Management, and Securities America Inc. Moran is based in Washington, DC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Greyson Flint is a financial advisor at Ameriprise in Washington, DC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Farmers Insurance, Edward Jones, Campbell Wealth Management, and Glenwood. He also spent time affiliated with the UAB School of Public Health. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.