Bethany Brown is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at MassMutual Life Insurance Company and MML Investors Services, LLC, and spent eight years with SSG Advisors, DBA Resonance. Outside of financial services, she is the general manager of Burroughs Chocolate, LLC, a retail chocolate business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice, utilizing proprietary research and algorithmic tools.

Sofia Wright is a Series 66-licensed financial advisor at Ameriprise with one year of experience at the firm. Prior to joining Ameriprise in 2025, she worked for Onion River Press for three years, Phoenix Books for six years, and Champlain College for four years. 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 retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Sara Blondin is a financial advisor with Ameriprise in Barre, Vermont, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Blondin also manages her own advisory business, FFLIH, LLC, based in Albany, New York. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.