Sean Stansfield is a financial advisor with Ameriprise in Tigard, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Ronald Lam is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Ameriprise since 2015, including its affiliated entities, and currently operates in Oregon City, OR. In addition to his role at Ameriprise, he manages an advisory business at Wealthbridge Advisors, Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and combines algorithmic tools with professional oversight to support client retirement planning.

Sherry Lacey is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Advisors Inc. since 2017. In addition to her advisory role, she owns Sherry Lacey CPA, LLC, a tax preparation business, and serves as Treasurer on the Board of Directors for the Pleasant Harbor Yacht Club. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed written recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver personalized, algorithm-supported retirement income plans.

Kieric Wilcox is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and previously worked at Coffee Cottage and George Fox University. 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, utilizing proprietary research, third-party data, and algorithmic tools to support non-discretionary recommendations for clients approaching or in retirement.

Kale Chalmers is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Based in Tigard, OR, he has been with Ameriprise in its current capacity since 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Russel Stigall is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked previously at True Private Wealth Advisors and Papa Murphy's. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.