Caden Felts is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at several firms including Torch Dental and Assurance IQ. Outside of his advisory work, he owns Felts Detailing, a business providing detailing services and products. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nicholas Hammitt is a financial advisor with Ameriprise who holds a Series 66 designation and has 18 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is involved with FISH2o, where he advises and obtains new clients. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and annual reviews.

Jeffrey Brandt is a financial advisor with Ameriprise in Webster City, IA, holding a Series 63 designation and totaling 38 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a co-owner of a tax preparation firm and involved in managing several small business and real estate ventures. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, utilizing research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves high-net-worth individuals and combines advisory, brokerage, and insurance solutions through its affiliated companies.