Blue Bell, PA Penllyn Blue Bell Pike Office

Shawn Smith is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, previously spending eight years at Park Avenue Securities. Outside of his advisory role, Smith is involved in consulting through several businesses, including SCS Advisor Consulting, LLC, where he advises other professionals on strategic planning and growth, as well as independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients with Ameriprise-managed accounts.

Barry McCarthy is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2021. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Knights of Columbus, Santa Maria Council in Flourtown, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Diane Bernhard is a Series 66–licensed financial advisor with Ameriprise, based in Blue Bell, PA, and has 22 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Outside of her primary role, she is involved with Double K Group LLC as an associate financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving both 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.

Frank Staves is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. He serves on the Board of Directors and as Treasurer for the Knights of Columbus Governing Board. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kent Keith is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Outside of his advisory role, Keith owns businesses in software development and consulting, serves on the board of the Wealth Education Foundation, and is authoring multiple books on retirement planning and the subconscious mind. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, emphasizing managed accounts and algorithmic automation in its approach.

Konner Keith is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Comcast, Diversant LLC, Drexel University, and PricewaterhouseCoopers. Outside of his role at Ameriprise, he manages a separate advisory business under Double K LLC. 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, utilizing proprietary research and third-party data to deliver tailored recommendations.

Ryan Wizov is a financial advisor with Ameriprise in Penn Valley, PA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including ownership of a children's consignment retail store and a clothing merchandise company, and serves as treasurer on the board of directors for the nonprofit Love from Lenny. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Salvatore Alfano Jr. is a CFP®-designated financial advisor with Ameriprise, bringing 15 years of industry experience. He previously worked at Edward Jones for 12 years before joining Ameriprise in 2025. Outside of his advisory role, he is also associated with Double K Group, LLC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.