Lawrence Romjue Jr. is a financial advisor with Ameriprise in Lincoln, NE, holding Series 63, 65, and 66 designations and possessing 24 years of industry experience. His prior roles include positions at NBC Trust and Ash Brokerage. He is also a 50% owner and president of L C Romjue Jr Inc., an independent business managing income and expenses for tax purposes. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Ronald Wilhelm is a financial advisor at Ameriprise with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he serves on the financial committee of St. John's Catholic Church in Lincoln, NE, and owns a personal S-Corp. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.