Kezia Ramsey is a CFP®-credentialed financial advisor with six years of industry experience, currently serving clients at Ameriprise Financial Services in Louisville, KY. Her prior work includes positions at Monticello Banking Company, Peoples Bank, J.P. Morgan Securities LLC, and J.J.B. Hilliard, W.L. Lyons. Ramsey holds leadership roles on several boards, including chairing the Gatton Emerging Leaders Board and serving as vice president of the Younger Women’s Club, which focuses on raising awareness and funds for women and children in Louisville. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients, providing a specialized Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Julianne Miller is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise. Her prior experience includes roles at Northwestern Mutual, Kestra Advisory, Meritrust Wealth Management, and Bernstein Private Wealth Management. She serves on the Board of Directors for Commercial Real Estate Women (CREW) Louisville and is the Sponsorship Chair. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.