Oakbrook Terrace, IL Oakbrook Terrace Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

10

Of 12,719 advisors across 4,079 offices

Location

1 Oakbrook Terrace Suite 700

Oakbrook Terrace IL 60181

Advisors at this office

10

Advisors at this office

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Brandon J

Series 66

Oakbrook Terrace, IL

Ameriprise

Brandon Johnston is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors LLC and Crawford & Winiarski Financial Consulting. Outside of finance, he has been involved with Miami University Intramural Sports and the Detroit City Football Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes tax-aware withdrawal strategies and collaborates with clients’ advisors to implement non-discretionary recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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William D

Series 63, Series 66

Oakbrook Terrace, IL

Ameriprise

William Del Cotto is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Ameriprise since 2017, as well as Edward Jones and First Trust Portfolios earlier in his career. Del Cotto is co-owner of Absolute Group LLC, a business unrelated to investments. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that offers written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brady M

Series 66

Oakbrook Terrace, IL

Ameriprise

Brady Metzler is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior work includes roles at Indiana University, AMERIPRISE FINANCIAL SERVICES, LLC, WealthQuest, Breakout Games, Flag Football Fanatics, and Cincinnati Hills Christian Academy. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John C

Series 66

Oakbrook Terrace, IL

Ameriprise

John Ciullo is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior experience working in various roles outside the financial industry, including positions at Indiana University and several food service businesses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach integrates proprietary investment research and third-party data within a structured advisory framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brian C

Series 63, Series 65, Series 66

Oakbrook Terrace, IL

Ameriprise

Brian Cahill is a financial advisor with Ameriprise in Lemont, Illinois, holding Series 63, 65, and 66 designations and bringing 15 years of industry experience. He worked at The Northern Trust Company for 12 years before joining Ameriprise Financial Services, Inc., where he has been since 2018. Outside of his advisory role, he serves as the committee chair for Scouts BSA Troop 229 in Lockport, Illinois. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver these services, with a focus on assets held in Ameriprise Managed Accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jill W

Series 63

Oakbrook Terrace, IL

Ameriprise

Jill White is a financial advisor with Ameriprise in Winfield, IL, holding a Series 63 designation and 34 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jason G

Series 66

Oakbrook Terrace, IL

Ameriprise

Jason Goeringer is a financial advisor at Ameriprise with a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience at Puzzle Wealth Solutions. Jason’s background includes roles outside of financial advising, including positions in education and technology. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning, utilizing research, third-party data, and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Madeline S

Series 66

Oakbrook Terrace, IL

Ameriprise

Madeline Shounick is a financial advisor at Ameriprise Financial Services with six years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2018. Outside of her advisory role, she is co-owner of Absolute Group LLC and Nemeth & Co, both related to managing Ameriprise business activities. 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 clients with written retirement income recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Seena S

Series 66

Oakbrook Terrace, IL

Ameriprise

Seena Sartho is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at several firms including Cetera and Fidelity Investments. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Anthony S

Series 65, Series 63

Oakbrook Terrace, IL

Ameriprise

Anthony Salomon is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked at Dunkin and Ashford House. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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