Matthew Thompson is a financial advisor with Ameriprise, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in managing real estate properties through Thompson Real Estate LLC. Ameriprise provides retirement-income planning services focused on clients near or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jason Bailey is a financial advisor with Ameriprise in Leawood, KS, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to advising clients, he coaches other Ameriprise financial advisors on practice growth through his outside business, eXtraordinary Coaching, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.