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 with Ameriprise Financial Services in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He has worked at Ameriprise since 2019 and previously spent three years with Wells Fargo Clearing. Casteel serves on the Board of Directors for Nebraska Sanitary Improvement District #276. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and third-party data to deliver tailored recommendation reports and ongoing advice.

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 Financial Services who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has worked at Ameriprise since 2019, following a three-year tenure at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lynn Nepple is a financial advisor at Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses with 19 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of her advisory role, she serves as treasurer for a local Girl Scouts troop, managing dues and activity expenses. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

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 with Ameriprise Financial Services, LLC in Omaha, Nebraska, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Wells Fargo Clearing, LPL Financial, Independent Advisor Alliance, and Edward Jones. Outside of his advisory work, he serves as President on the Board of Directors for the Rocky Mountain Elk Foundation Omaha Chapter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

James Pekelder is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2019, following three years at Wells Fargo Clearing. He 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 personalized retirement‑income planning advice through written reports and annual reviews.

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 at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Ameriprise Financial Services since 2019, following three years at 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 focused on retirement-income planning, combining investment research and algorithmic tools to provide tailored recommendation reports and ongoing advice.

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.