Jessica Simpson is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliate since 2006. Outside of her advisory role, she serves as president of the Trails End Homeowners Association board of directors. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive, research-driven recommendation reports and combines algorithmic tools with advisor input to support tax-efficient withdrawal strategies and income planning.

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.