Joshua Pendergast is a financial advisor with Ameriprise in Franklin, TN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he has worked in a variety of roles across several industries, including the Ole Smoky Distillery, Eggspectation, and Rafters Music & Food. 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 advice focused on dependable income and tax-aware withdrawal strategies.

Levi Deshaw is a financial advisor with Ameriprise in Franklin, TN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to his current role since 2020. Outside of his advisory work, he serves as a general board member for the Pacific Northwest FCA Outdoor and Motocross Board. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.