Kathryn Peterson is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Ameriprise since 2011, currently serving clients from Mechanicville, NY. Outside of her financial advisory role, she coaches a youth soccer team for her daughter's local club on a volunteer basis. Ameriprise is a large institutional firm offering a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Douglas Kelly is a financial advisor with Ameriprise in Latham, NY, holding a Series 66 designation and five years of industry experience. Prior to Ameriprise, he worked at ePlus Technology Inc. and Systems Management Planning, Inc. Kelly is also involved in outside financial planning and advisory activities through IFSE, LLC. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Lambert is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018, with prior roles at Mass Mutual and MetLife Securities. Outside of his advisory work, Lambert serves on the board of directors and as a training coordinator for the nonprofit Reach for the Stars. Ameriprise is a large institutional firm that offers retirement-income planning services tailored to individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and automated processes overseen by an internal committee.

Tristin Hotaling is a financial advisor with Ameriprise in Ballston Lake, NY, holding a Series 66 credential and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she teaches outdoor and studio yoga classes seasonally. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Daniel Miller is a financial advisor with Ameriprise in Latham, NY, holding a Series 63 designation and 11 years of industry experience. His career includes roles at Ameriprise Financial Services, MassMutual, and MetLife Empire Group. He serves on the Board of Directors for the Ronald McDonald House of the Capital District. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these recommendations through a centralized consulting team in partnership with financial advisors and emphasizes assets held in Ameriprise Managed Accounts.

Mark Wells is a CFP® with 17 years of industry experience, currently practicing at Ameriprise Financial Services, LLC. His work history includes roles at Ameriprise Financial Services Inc, Mass Mutual Investors Services, MassMutual Life Insurance Co, and John Hancock. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.