Robert Boster is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2021. Prior to his advisory role, he was employed at George Fox University and has experience in the food service industry, including positions at IN-IN-OUT Burger and Oak Barrel Ice and Creamery. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Douglas Everett is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to joining Ameriprise, he worked at VOYA Financial Advisors from 2014 to 2020. In addition to his advisory role, he is involved in independent insurance brokering with a focus on universal life insurance. Ameriprise is a large institutional firm that provides a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.