Sandy Misenheimer Pelot is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in consulting through the Misenheimer Group. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Liesl Savage is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Ameriprise. She previously worked at Wells Fargo Bank and Wells Fargo from 2004 to 2021. Outside of her advisory role, she serves on the Board of Directors and as President of the Kiwanis Club of Ponte Vedra. Ameriprise is a large institutional firm providing retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Its approach includes algorithm-driven retirement income recommendations combined with personalized financial advice.

Tara Showalter is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020. Her prior experience includes roles at Equity Services, Inc. and National Financial Services Group. Outside of her advisory work, she provides consulting and coaching to franchisees on recruiting experienced advisors through her own consulting activity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Edward Buenaga is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and U.S. Bank, NA. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.