Jacob Dunlap is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 1997. Outside of his advisory role, he is involved in agricultural business operations through ownership of D&M Ranch, LLC, which engages in cattle and wheat farming. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Wendy Gillespie is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she is the owner of MoneyBags, LLC, through which she published the book *MoneyBags: A Guide to Teaching Your Kids About Money* in 2014. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.