Douglas Murphy is a financial advisor with Ameriprise in Idaho Falls, ID, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is the owner of Murphy Group LLC, a financial services business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies in a structured, collaborative process between a centralized consulting team and individual advisors.

Adam Serr Jr. is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Invesco Limited for two years and has experience managing an advisory business outside his firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Shayla Kelley is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at LPL Financial and East Idaho Credit Union. Outside of her advisory role, she manages an independent insurance brokering business and operates a separate advisory practice, Bright Star Financial Advisors. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering detailed, research-based recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Patrick Miller is a financial advisor with Ameriprise in Idaho Falls, ID, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at First Command Advisory Services and First Command Financial Services. Outside of his advisory work, he owns Bunnynose Enterprises as an independent contractor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides personalized, tax-aware withdrawal strategies and ongoing advice.

William Bowman is a Series 66-registered financial advisor with Ameriprise, based in Idaho Falls, ID, and has 15 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Morgan Stanley and Morgan Stanley Private Bank. He is also co-owner of HB Operations LLC, an operating LLC associated with his Ameriprise franchise. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kevin King is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and Series 66 credentials and bringing 18 years of industry experience. He worked at Edward Jones for 18 years before joining Ameriprise in 2026. Outside of his advisory role, he is involved in multiple real estate investment and holding companies. Ameriprise Financial Services serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with personalized recommendation reports and ongoing advice. The firm integrates proprietary research and third-party data within a defined investment framework to support its clients’ retirement income strategies.