Jeffery Wallace is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Lakeland, FL. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset criteria, offering detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and automated tools, focusing on clients with Ameriprise-managed assets.

Steven Petersen is a financial advisor with Ameriprise Financial Services, Inc. in Valrico, Florida, holding Series 63 and Series 66 registrations and bringing 33 years of industry experience. He has been with Ameriprise since 2005. Petersen serves on the board of directors for LVIM, a nonprofit organization. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Katherine Mc Kinley is a CFP®-certified financial advisor with 18 years of experience, currently with Ameriprise in Lakeland, FL. She has worked at Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through affiliated companies.

Steven Taylor is a financial advisor with Ameriprise in Palmetto, FL, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to generate written recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Kevin McWilliams is a financial advisor with Ameriprise in Lakeland, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he consults for the Veterinary Wellness & Surgical Center of Lakeland, a business owned by his wife. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with its financial advisors.