Jenna Everett is a CFP® professional with 37 years of industry experience, currently advising at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she has business ownership in a non-investment-related real estate venture. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations in partnership with financial advisors.

Scott Schalk is a CFP® with 32 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Schalk serves on the Board of Directors for Horizon Health Services and is Treasurer of the Crezco Foundation, Inc. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.