James Gurman is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, Gurman serves on the Board of Directors of the Catholic Business League as a Career Transition Team Leader. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies for clients near or in retirement.

Mark Pinkleton is a financial advisor with Ameriprise, holding a Series 63 designation and 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients through a broad range of advisory, brokerage, and insurance solutions.

Ryland Smith is a financial advisor at Ameriprise with a Series 66 designation. He joined Ameriprise in 2024 and has held various positions across industries including consulting and education since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income and tax-aware withdrawal strategies through its Premier Retirement Income service.