Next-Gen Advisor with More Than $120 Million in Assets Joins Ameriprise Financial for Technology and Growth Opportunities

MINNEAPOLIS, September 24, 2026--Financial advisor Colin Gates, CPWA® recently joined the branch channel of Ameriprise Financial, Inc. (NYSE:AMP) from Merrill Lynch, Pierce, Fenner & Smith Inc. where he managed more than $120 million in client assets. Gates has joined The Atlantic Group, a well-established Ameriprise financial advisory practice led by founding partners and next-generation advisors Andrew Lerner, APMA™, AWMA™, CFP, ChFC®, and Logan Shalmi APMA™ in Boca Raton, Fla.