Taylor Hedric is a financial advisor with Ameriprise in Blacklick, OH, holding a Series 66 designation and 11 years of industry experience. His work history includes nine years at JP Morgan Securities LLC and two years at The Huntington Investment Company prior to joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm emphasizes dependable income sources and tax-aware withdrawal strategies, operating within a product ecosystem that includes affiliated sub-advised options and managed account solutions.

William Shulack is a financial advisor with Ameriprise in Blacklick, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, Shulack serves on the executive committee board of the Jefferson Country Club and is co-owner of TRLT Ventures, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to generate personalized retirement income recommendations.