Brian Reiber is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2023. Outside of his advisory role, he manages a farm property that generates income from crop rentals. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, focusing on clients with significant investable assets and emphasizing the use of Ameriprise-managed accounts.

Jason Kokaly is a financial advisor with Ameriprise in Linden, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Edward Jones from 2015 to 2023. Outside of his advisory role, Kokaly is involved in independent insurance brokering and owns a consulting business, Kokaly Investments. He also serves on the Board of Directors for the University of Michigan Club of Greater Flint. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.