Tyler De Waele is a financial advisor at Ameriprise with Series 65 and Series 63 registrations and two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Fidelity Investments and TPC Boston, among other roles. 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.

Patrick O'Brien is a financial advisor at Ameriprise with 23 years of industry experience. He has worked at Ameriprise since 2019 and previously spent five years with Voya Financial Advisors. Outside of his advisory role, O'Brien is involved in community activities including ownership of a youth travel baseball program and serving as a trustee on the Roseland Park Board of Trustees. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.