Keith Albert is a Series 66 licensed financial advisor with Ameriprise in Bonita Springs, FL, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Travis Kraker is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 11 years before joining Ameriprise Financial Advisors Inc. and later Ameriprise. Outside of his advisory role, he is a co-owner of Freppert Outdoor Solutions, a landscaping business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Frash is a financial advisor with Ameriprise in Bonita Springs, FL, holding ChFC® and Series 66 credentials and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Outside of advising, he has business interests in tourism in South Africa and owns an LLC that holds the building for his Ameriprise franchise. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm serves clients with substantial investable assets and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.