Burke Lodge is a financial advisor with Ameriprise in Boise, ID, holding Series 66 and Series 63 licenses and having 11 years of industry experience. Prior to joining Ameriprise in 2023, he worked at City National Bank and RBC Capital Markets, LLC, among other firms. He is also involved with Fulcrum Wealth Management Group as a financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, which includes written recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Kayla Sirkow is a financial advisor with Ameriprise in Boise, ID, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is employed as a paraplanner at FWMG, LLC, where she manages practice operations. Ameriprise is a large institutional firm that offers retirement-income planning services for clients nearing or in retirement, emphasizing tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with algorithmic tools to generate tailored recommendations, primarily serving individuals with significant investable assets.

Madison Eggleston is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, she worked at Stifel for three years and has held roles outside the financial sector, including positions at the Nevada Small Business Development Center and Squaw Valley Ski Resort. She holds a Series 66 designation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering 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.

Chris Crosby is a financial advisor with Ameriprise in Boise, ID, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to his current role at Ameriprise starting in 2020, he was with Ameriprise Financial Services, Inc. for six years. Outside of his advisory work, Crosby serves on the board of Ignite Sports as Volleyball Director and coaches youth volleyball. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning using research-driven recommendations and tax-aware withdrawal strategies.

Justin Samples is a financial advisor with Ameriprise in Chehalis, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages FWMG LLC, an advisory business based in Boise, ID. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.