Kevin Galvin is a CFP®-certified financial advisor with Ameriprise Financial Services and has 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, UBS Financial Services, and Merrill. Outside of finance, he is a co-owner of a retail business in Charleston, SC, and has authored a non-finance book titled *Quiet Strength: A Man's Second Half Can Be Better Than His First*. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized team that provides customized, tax-aware withdrawal strategies and ongoing advice.

Scott Gongorek is a financial advisor at Ameriprise with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2016, following prior roles at Wells Fargo Clearing and Mesirow Financial. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brandon Gongorek is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked at Globaltranz for eight years and AFN for five years. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that delivers tailored retirement planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Quincy Jones is a financial advisor with Ameriprise in Downers Grove, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliates since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Karthikeyan Gandhi is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and previously worked for Accenture for ten years. His recent roles include positions at Ameriprise Financial Services LLC and Bold-Path Ventures LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm integrates proprietary research and third-party data in its planning process and requires a minimum level of investable assets for enrollment.

John Orth is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Ameriprise since 2016, transitioning from Ameriprise Financial Services, Inc. to the current entity in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focused on dependable income sources and tax-aware withdrawal strategies.

William Sheehan is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Ameriprise in Naperville, IL since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Russell Smith is a financial advisor with Ameriprise in Burr Ridge, IL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 20 years before joining Ameriprise in 2022. Outside of his advisory role, he serves as a Village Trustee for Burr Ridge. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendation tools to support personalized retirement planning.