Jonathan Wood is a financial advisor with Ameriprise in Monterey, VA, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliate firms since 2006. Outside of his advisory role, he is involved in managing multiple multi-family real estate properties. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

David De La Ree Valencia is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2018 and has prior experience outside finance, including roles in hospitality and construction. Outside of advising, he occasionally works as a DJ at local music venues in Richmond. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendations and annual advice based on proprietary research and third-party data, focusing on dependable income sources and tax-aware withdrawal strategies.