Bailey Doll is a financial advisor at Ameriprise with two years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise, Bailey gained diverse work experience including roles at Wild Bill's Sports Saloon and The Tap House. Outside of finance, Bailey assists with family farm operations at Wilhelm Farms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through written reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Barbara Amberg O'connor is a financial advisor with Ameriprise in Rochester, MN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Ameriprise since 2012 and also works as a consultant for F & G Management LLC, providing investment analysis and client consulting. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning with a combination of investment research and algorithmic tools.

Nicholas Forliti is a CFP® with 19 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He has been with Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, Forliti is involved in pro-bono work through the Angel Foundation, assisting families affected by cancer with financial challenges. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.