Unubileg Battulga is a financial advisor at Ameriprise in Bellevue, WA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Ameriprise, Battulga held positions at Bankers Life and Pro Credit LLC in Mongolia, and attended Amherst College. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Charles Salerno is a financial advisor with Ameriprise in Mercer Island, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including nearly four decades at Signator Investors, followed by roles at Royal Alliance Associates and Ameriprise. Outside of his advisory work, Salerno is co-president of the Parkwest Architectural Control Committee. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional financial services companies.