David Patterson II is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Ameriprise in Bridgeport, WV, where he has worked for multiple periods since 2009, including his current tenure beginning in 2026. His prior experience includes a brief period at LPL Financial. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivering a range of advisory, brokerage, and insurance solutions through affiliated entities.

Katherine Clark is a Series 66-licensed financial advisor with eight years of industry experience. She is currently with Ameriprise and has held roles at Ameriprise Financial Services, LLC, and LPL Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing annual advice. The firm’s approach involves proprietary investment research and algorithmic tools, with a structured enrollment process and recommendations influenced by Ameriprise’s affiliated product ecosystem.

Benjamin Hall is a financial advisor with Ameriprise in Bridgeport, WV, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. His career includes prior roles at LPL Financial and Northwestern Mutual, as well as a 13-year tenure at the Harrison County Board of Education. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-based recommendations that incorporate tax efficiency and adaptive withdrawal strategies.