Chad Willson is a financial advisor with Ameriprise in Clearfield, UT, holding a Series 66 designation and 11 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2020 before joining Ameriprise. Outside of advising, he is co-owner of a roofing company that provides residential and commercial roofing services and serves as Chief Operating Officer of CW Getaway, Inc., a consulting business. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ financial situations.

John Willson is a financial advisor with Ameriprise in Layton, Utah, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior experience includes seven years at UBS Financial Services. Outside of advising, he is president and co-owner of CW Getaway, Inc., where he oversees operations and manages the advisory business. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide customized, written recommendation reports.

Nicole Opie is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. She worked at UBS Financial Services from 2017 to 2020 before joining Ameriprise in 2020. Outside of her advisory role, she sells personally taken stock landscape photography online. 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 involves a centralized service team and integrates investment research and algorithmic tools, operating within a product ecosystem that includes affiliated sub-advised options.