Brooks Staples is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Eric Lleva is a financial advisor with Ameriprise in Saint Paul, MN, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Ameriprise and its related entities since 1990. Outside of his advisory role, he serves on the Board of Directors for the Fil-Minnesotan Association and is President of the Philippine Center of Minnesota. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering detailed written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive strategies to provide tailored advice, with a focus on assets held in Ameriprise-managed accounts.