Heather Lyle is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is involved in family farming operations and owns a tax preparation and accounting business. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Skyler Tebo is a financial advisor with Ameriprise in Hays, Kansas, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include work with Knights of Columbus Asset Advisors LLC, Knights of Columbus Insurance, and Modern Woodmen of America. Skyler also has experience outside financial services, having worked at Hays Medical Center and Ellis High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Jordan Dale is a Series 66-licensed financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Advisors Excel and has a background as a student at Washburn University. He has also held roles outside finance, including at Restore and Clean and United Parcel Service. 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. The firm’s approach includes a written Recommendation Report and ongoing advice, supported by internal research and third-party data.

Adam Klaus is a financial advisor with Ameriprise in Hays, Kansas, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2019 and previously was employed by A&A Coors Inc. and Fort Hays State University from 2015 to 2019. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Mason Ibarra is a financial advisor with Ameriprise in Hays, KS, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Advisors Excel, Bank of Hays, and Fort Hays State University. He also worked for Blue Smoke Barbeque, indicating experience outside the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice based on proprietary research and algorithmic tools.

Dustin Mcwhirter is a financial advisor with Ameriprise in Hays, Kansas, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as an umpire for baseball and softball. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research-driven, algorithm-assisted recommendations with personalized financial advice and provides a broad range of advisory, brokerage, and insurance solutions.