Kyle King is a financial advisor with Ameriprise in Albany, OR, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameriprise since 2020 and is also employed at MaPS Credit Union, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a range of advisory, brokerage, and insurance solutions through its affiliated entities.

James Stephens is a financial advisor at Ameriprise in Portland, OR, holding the Series 66 designation. He has experience working at Ameriprise since 2024 and previously held roles at Maps Credit Union, US Bank, and Umpqua Bank. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver personalized retirement advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Tristanna Snyder is a financial advisor at Ameriprise with three years of industry experience. She holds the Series 66 designation and has prior work experience at Chase Bank and extended service in the Oregon Army National Guard as a motor transport operator. Outside of finance, Snyder is involved in music and plans to publish and market her work on various streaming platforms. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining algorithmic modeling and personalized advice to support tax-efficient withdrawal strategies and income planning.

David Budd is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior experience includes roles at Umpqua Bank, Umpqua Investments, BancWest Investment Services, and Bank of the West. Outside of his advisory work, he is a board member of Junior Achievement and owns a hobby business called Sea Life Differently. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.