Robert Adams is a financial advisor with Ameriprise in Lexington, KY, holding a Series 63 credential and with 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a practice management business called Semper Idem and has authored a book titled *Reflections of a Scared Soldier Boy in Vietnam*. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware advice focused on dependable income sources for clients near or in retirement.

Shelby Fink is a financial advisor with Ameriprise in Lexington, KY, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, Fink serves on the board of the Lexington Children's Museum. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and personalized recommendations within a defined investment framework.

Stephanie Lyttle is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise in Lexington, KY. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she is involved in managing office operations and bookkeeping through business ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering comprehensive, non-discretionary recommendation reports that integrate research, modeling, and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.