Reid Evans is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior roles include positions at Raymond James Financial Services and Iowa Bankers Insurance and Services, as well as managing his own consulting firm, RCE Consulting LLC. Outside of his advisory work, Evans serves on the Board of Directors for 725 Ministries and is a member of the Pella UMC Unity Council. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Nicole Boulais is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Main Street Advisory Group, Marion County Bank, and Thrivent Financial. She is also involved in independent insurance brokering focused on long-term care. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, using a centralized consulting team to deliver tailored, research-driven recommendations that incorporate tax-efficient strategies and income planning.