Plymouth Meeting, PA Germantown Pike Office

William Bishop is a financial advisor with Ameriprise in Philadelphia, PA, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Chestnut Hill Conservancy and is involved with the GFS Advancement Committee, supporting an independent school’s annual giving efforts. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary advice primarily for clients with significant investable assets.

Jeffrey Smith is a financial advisor with Ameriprise who holds Series 63 and Series 66 designations and has 27 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 partnerships in a fitness gym and a logistics company, and he serves on the boards of The Baby Bureau and St. Joseph's Preparatory School. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, providing detailed annual recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts and uses algorithmic tools overseen by a dedicated committee.

Erica Wadel is a financial advisor at Ameriprise with 32 years of industry experience. She previously worked for RiverSource Distributors Inc for 12 years before joining Ameriprise in 2024. Erica holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she is involved as an insurance specialist with both Ashford Wealth Advisors and TruSpire Wealth Advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Alan Good is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, with prior experience at APW Capital and Kistler Tiffany Advisors. Outside of his advisory role, he is involved in independent insurance brokering, working with multiple carriers on life, disability, and long-term care insurance products as well as group health benefits through various brokerage firms. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Barbara Spitzlei is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has worked with Ameriprise and Wells Fargo Advisors in various capacities since 2013. Outside of her advisory role, she is employed as a paraplanner at KSP MLS LLC. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing tailored recommendations on income sources, Social Security claiming, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support these plans and delivers services through a large institutional platform with a broad range of advisory, brokerage, and insurance solutions.

Ivelis Valles is a CFP®-certified financial advisor with Ameriprise, based in Vineland, NJ, with 29 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Outside of her advisory role, she is a salaried financial advisor for Kimberly StPierre at KSP MLS LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

John Obrien is a financial advisor with Ameriprise in Plymouth Meeting, PA, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Relate Finance LLC. Outside of his advisory work, he serves as an assistant cross country and track coach at The Agnes Irwin School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Sean Pearson is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Conshohocken, PA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized consulting team delivering non-discretionary recommendations in collaboration with client advisors.

Andrew Hylan is a financial advisor with Ameriprise in Spring City, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his primary role, he is an associate financial advisor with Vernon Summit Partners, working under William Bishop. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Ursula Johnson is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in audio/visual art production through PYMG, LLC, serves as an associate minister, teaches biblical principles of finance to women in transitional housing, and volunteers as a roving poll monitor for election integrity. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized written recommendations.

Daniel Samarin is a financial advisor with Ameriprise in Collegeville, PA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he manages an advisory business through Vernon Summit Partners. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in net investable assets, offering a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Christen Martin is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as an elder on the Board of Directors for the Presbyterian Church of Chestnut Hill. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ashley Nickl is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Service, LLC since 2017. Prior to her current role, she worked with Huntington Learning Center and operated her own business for 10 years. She also works as a paraplanner at KSP MLS LLC. 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 tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Max Allen is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he was involved with Agave Roja for six years and has spent time as a full-time student. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary retirement advice, with a focus on assets held in Ameriprise-managed accounts.

Kimberly St Pierre is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate firms since 2007. In addition to her advisory role, she owns and operates KSP LLC, a business unrelated to investment activities. Ameriprise serves primarily high-net-worth individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce personalized, written recommendations. The firm utilizes a centralized consulting team and algorithmic tools to support advisors in delivering tailored retirement income strategies.