Renae Smith is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2000. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement who meet certain asset criteria, delivering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement income planning, with a focus on assets held in Ameriprise-managed accounts.

Mark Nelson is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Timothy Thurston is a financial advisor with Ameriprise in Colorado Springs, CO, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he serves on the Fort Lewis College Investment Committee, providing guidance on investment allocations. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jaymi Farrell is a financial advisor with Ameriprise in Colorado Springs, CO, holding Series 63, Series 66, and Series 65 credentials and 14 years of industry experience. Prior to joining Ameriprise in 2025, Jaymi worked at UBS Financial Services, Inc. and Fidelity Investments, among other roles. 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 written recommendations and ongoing advice, incorporating research and algorithmic analysis within a defined investment ecosystem.

Ryan Farrell is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Brokerage Services, Peyton Resource Group, USAA Financial Advisors, Colorado Air National Guard, Folio Investments, and TIAA. Outside of finance, he works as a sales associate at an Oakley retail store in Castle Rock, Colorado. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with personalized recommendations delivered by a centralized consulting team.

Eric Garland is a financial advisor with Ameriprise in Colorado Springs, CO, holding a Series 66 designation and five years of industry experience. His prior work includes positions at MML Investors Services, MassMutual Life Insurance, and Integrated Technology Group. He serves on the Board of Directors and acts as Treasurer for Teller Housing Hub, a community organization. Ameriprise Financial Services is a diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Holzwarth is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Stifel Nicolaus & Co Inc, Thrivent Financial, Wells Fargo, Vectra Bank, and JP Morgan. He serves on the board of Face it Together, a nonprofit organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice focused on income sources and tax-aware withdrawal strategies.