Alexander Breckon is a financial advisor at Ameriprise in Dubuque, IA, holding a Series 66 designation. He has experience at UMB Bank spanning four years and previously worked at Door County Kayak Tours and TJMaxx. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Andrew Smith is a financial advisor with Ameriprise Financial Services, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has worked at Ameriprise since 2005. Outside of Ameriprise, he is an associate advisor at Nancy S Daoud & Associates LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides annual retirement-income planning advice based on in-depth research and algorithmic analysis.

Cheryl Biermann is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. She is also an adjunct professor at Loras College, teaching courses on estate planning, life insurance, and related financial planning topics. Outside of her advisory work, she performs as a self-employed musician in the local area. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered through a centralized consulting team.