Sydney Regert is a financial advisor with Ameriprise and holds a Series 66 designation. Regert has six years of experience at Ameriprise and previously worked in vacation home rentals. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Shawna Petrushkin is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is a contractor advisor for Double K Group LLC. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.