Edward Conti is a financial advisor with Ameriprise in Bellevue, WA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in independent insurance brokering. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Daniel Thompson is a financial advisor at Ameriprise in Bellevue, WA, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Coastal Community Bank, and Washington State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Halimatul Troxel is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, she worked at Wells Fargo & Co. from 2018 to 2022 and has experience in interior architecture and design. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation.