Ellicott City, MD 6011 University Blvd Office

Nicole Dayball is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to her advisory role, she spent time at Salisbury University and Chesapeake High School. 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 annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Connor Walsh is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and is involved in Business Networking International, where he is set to become chapter president in November. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michael Briel is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firm since 1998. Outside of his advisory role, he serves as a varsity baseball pitching coach at Glenelg Country School in Ellicott City, MD. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Dunphy is a financial advisor with Ameriprise in Ellicott City, MD, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he is a co-owner of Leaf Mental Health, a mental health concierge service. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Amelia Hogle is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and one year of industry experience. Prior to Ameriprise, she worked in various roles including positions at the Maryland General Assembly and the University of Maryland. Outside of her advisory work, she serves on the Board of Directors for Voices for Children and co-owns ArtMelia, a business involved in illustrating children's books and designing university club t-shirts. 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 retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lawrence Singer is a financial advisor with Ameriprise in Ellicott City, MD, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. His prior work includes positions at Ameriprise Financial Services and Howard County Fire and Rescue. Outside of advising, he manages Gathering Roots Farm, where he oversees all aspects of farming operations. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies. The firm uses a collaborative approach supported by proprietary research and tools to deliver tailored retirement recommendations.

Kevin Wenger is a financial advisor with Ameriprise in Ellicott City, MD, holding Series 63 and Series 65 credentials and three years of industry experience. He previously worked at T. Rowe Price and has experience in multiple sectors including energy services and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes collaboration between a centralized service team and financial advisors, utilizing proprietary research and algorithmic tools to address asset allocation and withdrawal strategies within a distinctive investment framework.

William Morgan III is a financial advisor with Ameriprise in Ellicott City, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its related entities since 2006. Outside of his advisory role, Morgan serves as Vice President on the Board of Directors for the Vistas at Turf Valley Home Owners Association and participates in the Finance Committee for the Church of the Resurrection; he also owns a consulting business, MNC Management Group, LLC, and is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, offering tailored recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform and utilizes algorithmic automation alongside human oversight to deliver personalized retirement income strategies.