Jefferson Mullins is a financial advisor with Ameriprise in Bowling Green, KY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise and its related entities since 2018 and was previously with U.S. Bancorp Investments, Inc. for over two decades. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

David Greer is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at PNC Investments and Merrill, along with work as an independent consultant. Outside of finance, he is the founder and sole owner of Oakland Abyssinia Productions Investment, a non-investment related business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement planning advice focused on dependable income and tax-aware withdrawal strategies.