Joel Post is a financial advisor with Ameriprise in Brooksville, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2015, including American Enterprise Investment Services Inc. since 2021. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

David Ghingher is a financial advisor with Ameriprise in Brooksville, FL, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he serves on the Board of Directors of the Rotary Club of Brooksville and is Immediate Past President of its Charitable Trust. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.