James Ellisor is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Chairperson on the Board of Directors for Tennis 4 Cancer. Ameriprise offers retirement-income planning services primarily for individuals approaching 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 to assist clients in managing their retirement income.

Jessica Cook is a financial advisor with Ameriprise, holding Series 65 and Series 66 credentials and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Rose Ellisor is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and with nine years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she serves on the Board of Directors for Tennis 4 Cancer and acts as a hospitality coordinator for the organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.