Niles Gale is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets and Centaurus Financial. Gale serves on the board and finance committee of a nonprofit organization in Kennewick, WA, and is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mary Sani is a financial advisor with Ameriprise in Kennewick, WA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at RBC Capital Markets, Centaurus Financial Inc., Pacific Crest Planning, and New York Life Insurance Company. She is also involved with Sullivan & Blodgett, Inc., managing an advisory business outside of Ameriprise. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-efficient withdrawal strategies. The firm delivers non-discretionary recommendations through a centralized consulting team, emphasizing assets held in Ameriprise managed accounts and integrating algorithmic automation in its planning process.

Ryan Sullivan is a CFP® and ChFC® with 21 years of industry experience. He is currently with Ameriprise Financial Service, LLC, having joined in 2023, and previously worked at RBC Capital Markets, Centaurus Financial, and Pacific Crest Planning. Sullivan serves on the board of Twin City Titans American Legion Baseball and owns Sullivan & Blodgett, Inc., managing his Ameriprise business. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kyle Blodgett is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Ameriprise and has previously worked at RBC Capital Markets and Centaurus Financial. Outside of his advisory role, he is a hobby musician and occasionally participates in local music groups. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations delivered through a centralized consulting team.