Cord Crismon is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Solar Pros and Managed Wealth Financial. Outside of his advisory role, he is employed with Alta Management Group, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing internal research and third-party data to guide asset allocation and withdrawal strategies.

Benjamin Haugland is a financial advisor with Ameriprise in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team working alongside client advisors.

Craig Scrimpshire is a financial advisor with Ameriprise in Chandler, AZ, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. In addition to his advisory work, he provides pro bono financial coaching for widows and widowers through Wings for Widows. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Olga Haugland is a financial advisor with Ameriprise in Chandler, AZ, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Ameriprise and its related entities since 2001. Ameriprise Financial Services is a large, diversified 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. The firm’s approach includes a centralized service team, algorithmic tools, and integration with Ameriprise-managed assets and affiliated investment products.

Savanna Werner is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to her advisory role, she worked in various positions including at Dell's Pizza and The Cracked Egg. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized retirement income service that provides written recommendation reports and ongoing tax-aware planning advice focused on dependable income sources for clients approaching or in retirement.

William Mc Cance III is a financial advisor at Ameriprise in Chandler, AZ, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliate since 2003. Outside of his advisory role, he is the owner of Ableshot Corp, a 501(c)(3) nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.