Jill Mark is a financial advisor with Ameriprise in Hilo, HI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create written Recommendation Reports delivered in partnership with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Barry Mark is a financial advisor with Ameriprise in Hilo, Hawaii, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns a wholesale produce business specializing in avocado, lettuce, and taro. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm's recommendations incorporate internal investment research and third-party data, with a notable emphasis on asset allocation and Social Security options.