Allan Wakkuri is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Ameriprise and has previously worked at Hantz Financial Services and Lasco among other firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies for clients approaching or in retirement.

Ashley Pease is a financial advisor with Ameriprise in Marquette, MI, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining Ameriprise in 2026, Pease worked at Hantz Financial Services, Inc. from 2008 to 2026. Outside of advising, Pease co-owns and rents refrigerated keg trailers for events. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports delivered in partnership with advisors like Pease. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Destiny Bullard is a financial advisor at Ameriprise with four years of industry experience and a Series 66 designation. Prior to joining Ameriprise, she worked at Hantz Financial Services and held various roles in educational institutions and the military. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax‑aware withdrawal strategies.