Shana Athena Hudson is a financial advisor with Ameriprise in San Francisco, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Ameriprise in 2026, she worked at Transamerica Capital LLC and Janus Henderson in various roles. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual advice. The firm integrates investment research and algorithmic tools in its approach and operates within a defined product ecosystem.

Jordan Lautt is a financial advisor at Ameriprise in San Francisco, CA, holding a Series 66 designation with five years of industry experience. Prior to joining Ameriprise in 2019, he worked at the University of California, Santa Cruz, and Match Analysis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice for clients approaching or in retirement. The firm’s approach combines investment research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.

Steven Bealey is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020, following 13 years with Ameriprise Financial Services, Inc. He is also a musician, performer, and recording artist, and the author of *Financial Success Starts Now! The Young Person's Guide to Money in America* (2017). Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, using a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations.