David Bacchetta is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he participates in eBay auctions as a seller. Ameriprise offers a retirement-income planning service primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Cody Kilpatrick is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Ameriprise and has previously worked at The Vanguard Group, Charles Schwab, and USAA in various investment and financial planning roles. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on tax-aware strategies and dependable income sources.