Nathaniel Price is a CFP®-designated financial advisor with Ameriprise in Lexington, SC, and has 10 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2015 to 2023. Outside of his advisory role, he has been involved with Anderson University since 2014. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, delivering written recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs algorithmic automation overseen by a dedicated committee and combines research and modeling techniques to support its advisory process.

Ryan Atkinson is a financial advisor with Ameriprise in Lexington, SC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2015 to 2022. Outside of his advisory role, he is involved in independent insurance brokering, focusing on disability income. Ameriprise offers a retirement-income planning service targeting clients with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to support personalized retirement planning within a large institutional framework.