Kaitlyn Tonai is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Her prior work includes roles at George Fox University, Roger Dunn Golf Shops, Olomana Golf Course, and Punahou School. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Adina Flynn is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Flynn serves as Fundraising Chair on the Board of Directors for the Portland Pearl Rotary Club. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations in partnership with clients’ financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.