Carlos Bertran is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Bertran is the owner and president of REALVEGAS.COM, INC., a services information website, and serves as Master of a Group of Philosophers for Cosmic Rose Pronaos AMORC in Las Vegas. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary retirement recommendations delivered in partnership with its financial advisors.

Lakely Greaves is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in independent insurance brokering and owns Madavara Boogy, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Van Hollebeke is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Van Hollebeke is also involved in independent insurance brokering with companies including Genworth Life and TransAmerica Life. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools and oversight to deliver customized retirement solutions.

Gregory Townsend is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Townsend serves on the Board of Directors for the SOAR Safety Officers Award Recognition and acts as a Member at Large and Co-Chair in local community roles. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by specialized committees to generate personalized retirement income recommendations.