Kory Kleppe is a financial advisor with Ameriprise in Farmington, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, Kleppe owns Korjul Property LLC, which holds the building where his practice operates. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Raven Jaco is a financial advisor with Ameriprise Financial Services in Farmington, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, Jaco worked at First State Financial Management and has experience outside finance through a role at RaeCole's Coffee Bar. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Maxwell Kleppe is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2018. His prior work includes roles at Jimmy Johns and the Farmington Civic Center. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm operates as a large institutional provider with a range of advisory, brokerage, and insurance solutions through affiliated entities.

Lisa Reynolds is a CFP® with 24 years of experience in the financial industry, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 15 years. She is based in Farmington, MO. Outside of her advisory role, Reynolds is involved in farming through her ownership of Reynolds Farm, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides annual retirement planning focused on reliable income and tax-aware withdrawal strategies.