Jeffrey Schwartz is a financial advisor with Ameriprise in Bloomington, IL, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Julie Smith is a Series 66-licensed financial advisor with Ameriprise in Hudson, IL, bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she coaches Special Olympics athletes and volunteers to present information on the Illinois ABLE account to families of individuals with special needs. She also serves on the development committee of the Illinois Prairie Community Foundation. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, offering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions and employs algorithmic tools alongside a consulting team to deliver personalized retirement income strategies.

Derrick Wells is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Edward Jones. Outside of his advisory role, he serves on the Board of Directors for the Greater Mount Vernon Association. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized service team and research-driven recommendations for dependable income and tax-aware withdrawal strategies.