Steven Jenness is a financial advisor with Ameriprise in Lincoln, Illinois, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he manages a personal book of business through Grace Lowe Inc. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to develop personalized recommendations.

Richard Nolte is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1994. Nolte serves on the Board of Directors for the Greater St. Louis Area Council of the Boy Scouts of America and has held leadership roles in related nonprofit organizations. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning through personalized Recommendation Reports and ongoing advice.