Ashlee Willis is a financial advisor at Ameriprise with 12 years of industry experience and holds a Series 66 designation. Her work history includes roles at Ameriprise, Horter Financial Strategies, Securian Financial Services, and Edward Jones. Outside of her advisory work, she serves as a poll worker for the Butler County Board of Elections. Ameriprise provides a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm utilizes a centralized consulting team and algorithmic tools to deliver non-discretionary, tax-efficient retirement recommendations tailored to client needs.

George Goodall is a financial advisor with Ameriprise in Hamilton, OH, holding a Series 63 designation and 48 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service for individuals near or in retirement who meet specific asset criteria, providing tailored 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 these recommendations, primarily for clients with assets in Ameriprise-managed accounts.

Kevin Smith is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at KeyBank and Clear Channel Communications. Outside of his advisory role, he is involved in managing private investment-related business ventures. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized retirement income planning through a written Recommendation Report and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.