James Navone is a financial advisor with Ameriprise in Seattle, WA, holding a Series 63 designation and bringing 43 years of industry experience. He has worked at Ameriprise and its predecessor entity since 2005. Outside of his advisory role, he has ownership in Elliott Suites LLC, a business related to real estate leasing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored planning and recommendations focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Heather Leach is a financial advisor at Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses with 32 years of industry experience. She has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of her advisory role, she owns and manages HCL Management LLC, which handles business expenses including employee payroll and benefits. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Christine Yeakley is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at NYLife Securities LLC, New York Life Insurance Company, and D.A. Davidson & Co. She has been with Ameriprise since 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual advice focused on retirement income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Greg Leonard is a financial advisor with Ameriprise Financial Services LLC in Seattle, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior work includes roles at Fidelity Investments and Raymond James Financial Services. Leonard was also associated with Fisette & Kim Financial Services LLC in a non-investment role providing client support and financial planning services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

John Kelly Jr. is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 designations and 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering structured recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.