Wade Krempel is a financial advisor with Ameriprise in Naples, FL, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Synovus Securities, Synovus Bank, and SunTrust Advisory Services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with an emphasis on managing assets within Ameriprise accounts.

Kevin Bush II is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, primarily for clients with assets managed by Ameriprise.

Alanna Morey is a financial advisor with Ameriprise in Naples, FL, holding Series 65 and Series 66 designations and bringing 14 years of industry experience. She has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she owns a consulting business and provides coaching on practice operations and marketing to Ameriprise advisors. Ameriprise Financial Services is a large and diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Jennifer Bankar is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. She has previously worked at Truist Investment Services, Bank of America, and Chase. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with tax-efficiency analysis and uses algorithmic automation overseen by a dedicated team to generate tailored retirement income recommendations.

Frank Sakowski is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked for Morgan Stanley Private Bank, Morgan Stanley, and New Era from 2015 to 2025. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to deliver customized retirement recommendations.

Carrie Coats is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes prior roles at Edward Jones and multiple positions at Morgan Stanley spanning over a decade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach incorporates proprietary research and third-party data within a defined investment universe and includes requirements for client eligibility based on investable assets.