Stephan Edwards is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Edward Jones for nine years. Outside of advising, he is a co-owner of a CPA firm specializing in tax preparation and manages his own LLCs related to his Ameriprise business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Asher Nys is a financial advisor with Ameriprise, holding a Series 66 credential and beginning his industry career in 2024. Prior to joining Ameriprise, he held various roles including positions at Oregon State University and several small businesses. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering personalized, research-driven recommendations supported by a centralized consulting team. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Van Dinter is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at Edward Jones for six years and has experience in insurance and gaming industries. Van Dinter serves on the Board of Directors for Cascadia Technical Academy in Vancouver, WA. Ameriprise is an institutional firm offering retirement-income planning services primarily to clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.