John Dicks is a financial advisor with Ameriprise in Louisville, KY, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he co-owns JDB Group LLC, a business that manages his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored income strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jodi Seddon is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and 21 years of industry experience. She worked at JPMorgan Securities LLC from 2013 to 2018 before joining Ameriprise Financial Services, Inc., where she served from 2018 to 2020, and has been with Ameriprise since 2020. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm delivers tailored, research-driven recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Robert Knabel is a financial advisor with Ameriprise in Louisville, KY and holds a Series 66 designation. He has prior experience at PNC Bank, PinSeeker, and Academy Sports and Outdoors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing investment research and algorithmic tools to provide recommendations on asset allocation and withdrawal strategies.

David Bates IV is a CFP®-certified financial advisor with Ameriprise in Louisville, KY, bringing 33 years of industry experience. He has been with Ameriprise since 2005 and is involved in a family cattle business alongside his advisory work. Bates also serves on the board of Shaker Village of Pleasant Hill and plays guitar and mandolin in an acoustic band. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through a collaborative approach involving centralized analysis and non-discretionary implementation.