Christine Frole is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Patrick Garcia is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Ameriprise since 2017, previously spending a year at Wells Fargo Advisors. Outside of advisory, he is involved in independent insurance brokering and owns PCK Group, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Mitchell is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes seven years at Wells Fargo Clearing and a year at Ameriprise Financial Services, Inc. He serves on the Board of Directors for the Morris Automated Information Network in a non-voting advisory capacity. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, delivering personalized, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.