Ponte Vedra Beach, FL A1 A N Office

John Wilson is a financial advisor with Ameriprise in Ponte Vedra, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. since 2003. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Harry Pappas Jr. is a CFP®-certified financial advisor with 40 years of industry experience, currently with Ameriprise since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also the owner of Pappas Wealth Management, LLC, and serves as a FINRA arbitrator, although he has not yet been called to serve. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Elicia Fultz is a CFP® professional with 25 years of experience in the financial industry. She is currently with Ameriprise and previously worked at UBS Financial Services Inc for 11 years. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering tailored recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients’ retirement planning.

Wayne Miller is a financial advisor with Ameriprise in Ponte Vedra Beach, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Miller serves on multiple boards of the Knights of Columbus organizations. 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 approaching or in retirement with a written Recommendation Report and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Joseph Bruno is a financial advisor with Ameriprise in Ponte Vedra Beach, FL, holding Series 66, 63, and 65 credentials and bringing 23 years of industry experience. Prior to joining Ameriprise in 2025, he worked at Bruno and Associates, LLC, Wells Fargo Clearing, and Wells Fargo Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Troy Bankston is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors and is a past president of the Georgia Bulldog Club of Jacksonville. 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 clients approaching or in retirement with written recommendation reports and ongoing tax-aware retirement income planning.

Marissa Cadiz is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. She previously worked at Fidelity Investments and Wells Fargo Advisors. Cadiz serves on the Board of Directors for The Carter and Olay Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Adams is a financial advisor with Ameriprise based in Jacksonville, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including previous roles at Sagepoint Financial, INC and Ameriprise Financial Services, INC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Jennifer Doherty is a financial advisor at Ameriprise with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including SoFi Wealth LLC, LPL Financial, H. Beck, Inc., and Namey Financial Group. Outside of her advisory role, she is co-owner of BTB Lacrosse, a high school lacrosse club in St. Johns, Florida. Ameriprise offers retirement-income planning services aimed at clients approaching or in retirement, typically with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, using a combination of research, modeling, and tax-efficiency analysis to support client planning.

Thomas Zaucha is a financial advisor with Ameriprise in Ponte Vedra, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entity since 2016. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, delivering 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 create personalized, non-discretionary recommendations, with a focus on assets managed within Ameriprise.

Christopher Thompson is a CFP® professional with 32 years of industry experience, currently advising at Ameriprise since 2021. He has prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC, each for five years. Thompson serves on the boards of local business organizations, including the Jacksonville Business Professionals and the Ponte Vedra Beach division, and participates in the Ponte Vedra Beach Rotary Club. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and advisory solutions within a large institutional framework.

Thomas Kypke is a financial advisor at Ameriprise in Jacksonville, FL, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior work includes eight years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Zack Walton is a financial advisor with Ameriprise in Ponte Vedra Beach, FL, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Ameriprise in 2025, he worked at Empower Advisory Group, Empower Financial Services, Inc., and Florida Financial Advisors. His background also includes roles outside financial services, such as at Maro Brother's Discount Liquor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Robert Yarbrough is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and one year of industry experience. Before joining Ameriprise, he worked in the restaurant industry, including positions at O-ku Sushi and Hawkers Asian Street Fare. 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 planning advice focused on retirement income, integrating investment research and third-party data within a defined investment framework.

Jose Pena is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 63 designation and has previously worked at BOFA Securities, Merrill, and Deutsche Bank over a 12-year period. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.