William Brant is a financial advisor with Ameriprise in Bend, Oregon, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of finance, he performs and helps produce stand-up comedy locally once or twice a month. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Suzanne Johannsen is a CFP® professional with 26 years of industry experience, currently with Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves on the City of Bend Planning Commission, reviewing development proposals for consistency with the city’s comprehensive plan. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Renata Garbowski is a financial advisor with Ameriprise in Bend, OR, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Edward Jones and Ameriprise Financial Services Inc, as well as positions outside finance such as at Lyft and VIPKid. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.