Jason Billups is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including JP Morgan Chase, Lincoln Investment, and LPL Financial. Outside of his advisory role, he serves as a lead instructor at IBIS PREP LLC, providing instruction and tutoring. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Adrian Perez is a financial advisor with Ameriprise in Miami Lakes, FL, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Edward Jones, Allstate, and Yogusto. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research and modeling to provide written recommendations focused on income sources, Social Security, and tax-efficient withdrawal strategies.

Michael O'Mara is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior experience includes positions at Stifel and Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Sandy Jukel is a financial advisor with Ameriprise in Coral Gables, FL, holding Series 63 and Series 65 registrations and having 43 years of industry experience. Prior to joining Ameriprise in 2020, she worked at American Financial Services, Inc. and spent a decade at Morgan Stanley and its affiliated Private Bank from 2009 to 2019. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, with enrollment limited to clients meeting specific asset thresholds.

N. Issa is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Ameriprise Financial Services, having previously worked at UBS Financial Services and Merrill. Outside of advisory work, he serves on several boards and committees, including Arts for Learning Miami and the Florida Bar Standing Committee for Unauthorized Practice of Law, and owns a property that hosts events such as photo shoots and concerts. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines personalized advice with research-driven analysis and operates within a product ecosystem that includes affiliated investment options.