Nicholas Ruppe is a financial advisor with Ameriprise in Edmonds, WA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at KeyBank NA, NYLIFE Securities LLC, and New York Life Insurance Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and incorporates proprietary research and third-party data within a defined investment framework.

Kevin Smith is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of advising, he serves as president of PSWS Operations, LLC, which manages a financial planning practice, and he is president of the board for Life Spring, a nonprofit organization. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Taylor May is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Guy Carpenter, Symetra, Armancas Financial - Equitable Advisors, Liberty Mutual, and the University of Washington. 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 retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.