Jake Stayer is a CFP®-certified financial advisor with Ameriprise in Clearwater, FL, bringing four years of industry experience. His background includes roles at Fidelity Investments and involvement with the Chi Omega Sorority. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ retirement income needs.

Alejandro Bueno is a financial advisor with Ameriprise Financial Services in Clearwater, FL, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Harwood Advisory Group, Northwestern Mutual Investment Management, and Raymond James & Associates. He is also the owner of Bueno Management Group, LLC, through which he manages his advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.