Matthew Brandt is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2016. 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.

Tori Black Belt is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Sarah Johnson is a financial advisor with Ameriprise in Rockford, Illinois, holding Series 63 and Series 65 designations and totaling 24 years of industry experience. She has been with Ameriprise and its affiliated entity since 2012. Outside of her advisory work, she serves on the Board of Directors for Gigi's Playhouse Rockford, a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a collaborative, non-discretionary approach employing proprietary research and third-party data.