Andrew Jarvis is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations primarily for clients maintaining assets in Ameriprise Managed Accounts.

James Koehler is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as a financial advisor based in Wausau, WI. Outside of his advisory role, he is a partial owner and manager of an office building through DJK Investments, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joel Pergolski is a financial advisor with Ameriprise in Weston, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Pergolski serves on the board of Junior Achievement of North Central Wisconsin. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.