Janel Kinney is a Series 66 credentialed financial advisor at Ameriprise with eight years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for ten years and McGregor Benefits for two years. Outside of her advisory role, she serves as president on the Board of Directors for the Cubs Cheer Booster organization in Sedro Woolley, WA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Adam Serr Sr. is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at East Idaho Credit Union and LPL Financial for 14 years. Outside of his advisory role, Serr is involved in independent insurance brokering and owns Bright Star Financial Advisors, LLC, which manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Braden Perrenoud is a financial advisor with Ameriprise in Mount Vernon, WA, holding a Series 66 designation and two years of industry experience. He has prior experience managing an advisory business under Bright Star Financial Advisors, LLC. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.