Anna Kotula is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017. Outside of finance, Kotula is a licensed physical therapist and owner of a private practice, Ojai Valley Physical Therapy, and serves on the board of the Ojai Art Center Theater Branch, where she is chair. She also teaches dance and core strength classes at the Ojai Valley Athletic Club. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focusing on dependable income and tax-aware withdrawal strategies.

Olga Jones is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she maintains a real estate license and is involved in multi-family and commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, utilizing a centralized consulting team to deliver tailored, research-based recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.