Scott Dagel is a CFP® with 37 years of industry experience, currently with Ameriprise in Watertown, SD. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Dagel serves on the investment committee for the South Dakota State University Foundation and is CEO of Alchemy Partners, LLC, which provides strategic and operational support to his Ameriprise practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that includes written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Adam Fox is a Series 66-licensed financial advisor with Ameriprise in Watertown, SD, bringing 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he serves as Managing Partner at Alchemy Partners, L.L.C., where he aids in strategic vision, operational, and financial management. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

David Falconer is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019. Outside of his advisory role, Falconer owns and manages Trusted Choice Services, LLC, an occupational therapy business. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm provides integrated advisory, brokerage, and insurance solutions, combining research and modeling techniques to deliver tailored retirement income recommendations.