Bryan Ludwig is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Ameriprise, where he has worked since 2021, following prior roles at Wells Fargo Clearing, Merrill, and Edward Jones. Outside of his advisory work, Ludwig serves in multiple leadership and board positions in community organizations, including the Lincoln Chamber of Commerce, Rotary Club of Lincoln, and the Lincoln Veterans Memorial Coalition. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement income plans and ongoing tax-aware withdrawal guidance. The firm’s approach combines proprietary research and third-party data, focusing on dependable income sources and adaptive withdrawal strategies.

Michael Pettit is a financial advisor with Ameriprise in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, Pettit owns and manages Lockview Management, an expense management company, and is co-owner of BMMP, LLC, a real estate business. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Edward Alexander is a financial advisor with Ameriprise in Reseda, CA, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Ameriprise and its affiliated entities continuously since 2016, with a brief period of unemployment in 2018. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, primarily serving clients with substantial investable assets.