John Burke is a financial advisor with Ameriprise in St. Charles, MO, holding Series 65 and Series 63 credentials and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Valerie Sorensen is a financial advisor with Ameriprise in St. Charles, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of her advisory role, she is involved in essential oils education through a home-based business and assists with leadership activities in Rotary District 6060. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes customized recommendation reports and ongoing tax-aware withdrawal strategies.