Nicholas Cook is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at CNL Financial Group and Walt Disney. Outside of his advisory work, he occasionally drives for DoorDash. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to support clients, with a focus on assets managed within Ameriprise accounts.

Brian Mcdaid is a CFP® professional with 37 years of experience in the financial services industry. He currently works at Ameriprise, where he has been since 2015, following prior roles at Securities America Advisors and Level Four Advisory Services. Mcdaid is involved in outside business activities through Financial McDaid INC, a corporation that supports staff and office expenses. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized retirement income service focused on written recommendations and ongoing tax-aware withdrawal planning for clients approaching or in retirement.