Janet Slack is a financial advisor with Ameriprise who holds Series 65 and Series 66 licenses and has 13 years of industry experience. She has been with Ameriprise and its related entities since 2012. Outside of advising, she owns a tax preparation and bookkeeping business and serves as treasurer on the board of Spina Bifida of Western New York, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Timothy Riemer is a CFP® professional with 29 years of experience in the financial industry. He has been with Ameriprise since 1996 and holds a Series 63 license. Outside of his advisory role, he is involved in real estate ownership of multi-family commercial properties. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals with substantial investable assets, combining research-driven and algorithm-assisted recommendations with a broad suite of advisory, brokerage, and insurance solutions.

Rebecca Doctor is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, she worked in various roles at Dennys, Target, Instacart, Keuka College, Bob Evans, and the Oakfield Alabama Central School District. Ameriprise is a large institutional firm that offers retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored Recommendation Reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.