Becky Kienzle is a financial advisor with Ameriprise in Longview, WA, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she owns KB Kienzle, LLC, a business specializing in stainless steel and non-ferrous fasteners. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sophia Spencer is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked at Ameriprise since 2011 and previously spent a decade at CUNA Brokerage Services, 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 tailored retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.