David Tate is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Tate serves on the board of directors for Resurrection Lutheran Preschool in Cary, NC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm employs a centralized team for its retirement income recommendations, which complement the work of its financial advisors.

James Gidley is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is the treasurer of the Wake Football Club and owns a company that produces spices for fish. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.