Valerie Newman is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise. She has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory role, Newman is an adjunct professor at Creighton University and serves on the Papillion Community Board of Directors. Ameriprise offers specialized retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Christopher Knust is a financial advisor with Ameriprise in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a centralized consulting team to deliver tailored, non-discretionary recommendations, supported by algorithmic automation and oversight committees.

Matthew Peterson is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Bank of America NA, and Merrill Lynch, Pierce, Fenner & Smith. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for assets managed within Ameriprise accounts.

David Casteel is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 credential and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the Board of Directors for the Nebraska Sanitary Improvement District #276. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice. The firm’s approach combines investment research and algorithmic tools within a defined investment universe influenced by affiliated product relationships.

Bret Salomon is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Salomon owns and instructs at ATA Omaha Martial Arts and serves on the board of directors for the Exchange Club of Omaha. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team.

Scott Prai is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Ameriprise since 2019 and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lynn Nepple is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 registrations and 19 years of industry experience. Prior to joining Ameriprise in 2022, Lynn worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, Lynn serves as treasurer for a local Girl Scouts troop. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Bennett Fogarty is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Securities America Advisor, and Christian Urban Education Service. Outside of his advisory work, he has experience in baseball announcing. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Justin Bostic is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of his advisory work, he serves as President on the Board of Directors for the Rocky Mountain Elk Foundation Omaha Chapter. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports.

James Pekelder is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He has been with Ameriprise since 2019. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Stephanie Danks is a financial advisor at Ameriprise in Omaha, NE, with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory work, she serves on the Board of Directors for Omaha1861 and works occasionally as a delivery driver. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Debra Alvarado is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Ameriprise since 2019, following seven years at Wells Fargo Advisors and three years at Wells Fargo Clearing. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm delivers tailored, research-driven recommendations through a centralized consulting team and provides a range of advisory, brokerage, and insurance solutions.

Brent Kelley is a financial advisor at Ameriprise Financial Services LLC with 11 years of industry experience. He previously worked at Edward Jones for nine years and Bank of the West for two years. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.