Charles Jakober is a financial advisor with Ameriprise in Aberdeen, SD, holding CFP®, ChFC®, and Series 63 credentials and over 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he owns and operates Jakober Farms, a livestock and grain farm in McPherson and Brown Counties. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through affiliated companies.

Shelby Marcotte is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2020, Shelby worked in various roles including positions at Northern State University, First State Bank of Roscoe, and the United States Marine Corps. Outside of financial advising, Shelby is the owner of MJ Realty, LLC, a real estate business. 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 provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.