Jason Smith is a Series 66 licensed financial advisor with 21 years of industry experience. He has worked at Merrill from 2002 to 2023, followed by a position at Citigroup until 2026, and currently serves at Ameriprise Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, which includes written recommendation reports and ongoing advice based on a combination of internal research, third-party data, and algorithmic tools.

Benjamin Reep is a financial advisor with Ameriprise in St. Augustine, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2019. He is also the CEO of Concho Bolo, a business focused on managing money and tax-related distributions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides clients with detailed retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that develops customized recommendations using proprietary research and tools.