Jeffery Adams is a Series 66-licensed advisor at Ameriprise Financial Services with one year of industry experience. His prior work history includes roles at VLinc and Advanced Navigation & Positioning Corporation, as well as involvement with Klickitat County Search and Rescue. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Rachel Year Fahrenkrug is a CFP® and holds a Series 66 license with six years of industry experience. She is currently an advisor at Ameriprise, having joined in 2025 after six years at Edward Jones and four years at Insitu. She is a co-owner of VBL Financial Group, a business involved in managing her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.