Brockton Yoder is a CFP®-credentialed financial advisor with three years of industry experience, currently with Ameriprise in Zionsville, IN. His prior experience includes roles at LPL Financial, State Bank of Lizton, and Capital Group - American Funds Distributors, Inc. He is also engaged in outside employment managing client investments for State Bank of Lizton. Ameriprise offers a retirement-income planning service tailored to individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Robert Haymond is a CFP® professional at Ameriprise with two years of industry experience. His prior roles include positions at LPL Financial, State Bank of Lizton, Servent Solutions Inc., and Wesleyan Pension Fund. He serves as Treasurer on the Board of Directors for Harvest Church in Greenfield, IN. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Justin Quick is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked in education for over 18 years, including roles at Carmel Clay Schools and the Central Indiana Educational Services Center. He has also been involved with Armstrong Tutoring, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Richard Elsbury Jr. is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include ownership of a sole proprietorship and a long tenure at Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides comprehensive written recommendations and ongoing advice focused on reliable income and tax-aware withdrawal strategies.