David Dudley is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at RiverSource Distributors Inc. for seven years before joining Ameriprise in 2019. Dudley is also a co-owner of NAP Partners, LLC, an advisory business based in Houston, TX. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jeffery Birkeland is a financial advisor at Ameriprise in St. Paul, MN, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has worked with Ameriprise since 2010, initially at Ameriprise Financial Services, Inc. before continuing with the firm through its current iteration. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients nearing or in retirement, providing tailored written recommendations and annual planning focused on reliable income sources and tax-aware withdrawal strategies.

Clayton Harrison is a financial advisor with Ameriprise in Saint Paul, MN, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is a co-owner of Harrison Cycle LLC, a bicycle rental business. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions through its institutional platform.

Lucas Cowles is a financial advisor with Ameriprise in Saint Paul, MN. He holds the Series 66 designation and has been with Ameriprise since 2026. Prior to joining Ameriprise, he held roles at organizations including Thrive Family Recovery Resources, Real Life Church, and ASM Global. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Valerie Ralph is a financial advisor with Ameriprise Financial Services in St. Paul, MN. She holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Ameriprise in 2025, she worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2020 to 2025, as well as Edward Jones from 2008 to 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning. The firm’s retirement service relies on proprietary research and algorithmic tools and features enrollment criteria that require a minimum level of investable assets, with a product lineup influenced by its affiliated fund firms.