Kevin Harrell is a financial advisor with Ameriprise in Sparks, NV, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Ameriprise Financial Services Inc. He is also a co-owner of FWMG, LLC, an outside business unrelated to investment management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight committees to deliver tailored advice and emphasizes managed accounts within its product offerings.

Matthew Jeannes is a financial advisor at Ameriprise Financial Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2016, following three years at Morgan Stanley. He serves on the Board of Directors for Northern Nevada Community Housing and is the Board President. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jana Garner is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. She previously worked at Merrill, Money Concepts Capital Corp, NCH Tax & Wealth Advisors, Independent Financial Group, LLC, and Cinergy Financial. Outside of her advisory work, she serves as a Client Service Coordinator and Paraplanner at FWMG, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on income reliability and tax-aware withdrawal strategies.