Kevin McWilliams is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at Merrill, Oppenheimer, and Ameriprise, where he has worked since 2014. Outside of his advisory practice, he consults on a veterinary wellness and surgical business owned by his family. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through personalized recommendation reports and ongoing advice.

Gregory Linkner is a financial advisor with Ameriprise in Clearwater, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to support its advisory process and emphasizes products from select affiliated fund families.