Samuel Ackerman is a financial advisor with Ameriprise in Springfield, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, Ackerman serves on the Board of Directors for the Enhanced Enterprise Zone as a city representative. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement income advice.

Joseph Taylor is a CFP®-designated financial advisor with Ameriprise in Springfield, MO, bringing 30 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Taylor serves on the board of the Pregnancy Care Center and holds leadership roles in several local homeowners associations. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dalton Cloyd is a financial advisor at Ameriprise in Springfield, MO, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Northwestern Mutual. Outside of finance, he races cars as a hobby, participating in 10 to 20 races annually. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through detailed Recommendation Reports and annual advice.

Paula Dougherty is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, Paula serves on the Board of Directors for the Generosity Collective and the Nominating Committee for the Mercy Foundation. She is also an author of a forthcoming book titled "You Know What? 8 Life Lessons on Remaining Positive, Regaining Hope, and Going After Your Dreams." Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement, combining research-driven modeling and tax-efficient strategies. The firm serves clients with substantial investable assets through a range of advisory, brokerage, and insurance solutions.

Heather Ince is a financial advisor at Ameriprise with 36 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill Lynch and Bank of America. Ince serves on the Board of Directors for the Midwest Hemophilia Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.