Priscilla Peoples is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliates since 2010. Outside of her advisory role, she is involved in a small business ownership through PKC LLC, which was established for bookkeeping purposes on the advice of her CPA. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income advice, primarily focusing on assets held in Ameriprise Managed Accounts.

Damian Walsh is a CFP®, ChFC®, and Series 66-licensed financial advisor with 28 years of industry experience. He has been with Ameriprise since 2005, including six years at the current Ameriprise entity. Outside of his advisory work, he is involved in independent insurance brokering, including long-term care insurance. 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. Their Premier Retirement Income service delivers detailed recommendation reports and ongoing advice, drawing on a combination of investment research, third-party data, and algorithmic tools.