Tae Kyung Seo is a CFP® with 23 years of industry experience, currently with Ameriprise Financial Services LLC since 2024. Prior to Ameriprise, Seo worked at LPL Financial and Waddell & Reed, among other firms, and has been involved in non-investment business activities supporting her husband's acupuncture and retail businesses. Ameriprise Financial Services LLC is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research and algorithmic tools to provide tailored, non-discretionary recommendations focused on dependable income and tax-aware withdrawal strategies.

Gregory Koenen is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Ameriprise Financial Services, LPL Financial, and Waddell & Reed, Inc. He is also involved in independent insurance brokering, specializing in long-term care with Mutual of Omaha. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Pramawat is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he is involved in business ownership through TC Partners LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans.