Jacob Cooley is a financial advisor with Ameriprise Financial Services in Bowling Green, KY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Taylor Polson & Co, PSC, and Larry C. Howlett, CPA. He is co-owner of several businesses related to managing his Ameriprise advisory practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement. The firm utilizes proprietary research and third-party tools, with recommendations implemented on a non-discretionary basis within a defined investment framework.

Brian Gray is a financial advisor with Ameriprise in Bowling Green, KY, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he co-owns CGS Holdings, LLC, a real estate business. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset thresholds, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-supported retirement income advice through a centralized consulting team.