Andrew Tracy is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has worked previously at firms including J.P. Morgan Securities, The Huntington Investment Company, Morgan Stanley, U.S. Bancorp Investments, and Merrill. He is based in Delaware, Ohio. 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 recommendation reports and ongoing advice, utilizing proprietary research and algorithmic tools.

Damon Owens is a financial advisor at Ameriprise with five years of industry experience and holds the ChFC® designation along with Series 66 and Series 63 licenses. His prior experience includes roles at The Huntington Investment Company and Northwestern Mutual. Outside of advisory work, he was involved with Links N Lemonade LLC for over a decade. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Jessica Simpson is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its related entities since 2006. Outside of her advisory role, Simpson serves as president of the Trails End Homeowners Association board of directors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income and tax-efficient withdrawal strategies.

Joseph Marshall is a financial advisor with Ameriprise in Delaware, Ohio, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company and The Huntington National Bank, as well as Fifth Third Securities and Fifth Third Bank. Outside of his advisory role, he co-owns Better Days Vacations LLC, a retail business focused on discounted travel arrangements. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides detailed retirement income planning and tax-aware withdrawal strategies. The service combines proprietary research and third-party data to develop client recommendations managed through a non-discretionary implementation process.

Sara Colton is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2013. She co-owns TRTL Ventures, LLC, and serves as Treasurer on the board of directors for The Legacy Fund, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.