Connor Mc Cracken is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and other firms. Outside of his advisory role, he owns and operates Kraken Fly Fishing LLC, which provides custom fly fishing lures and limited local fishing guide services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Jay Penica is a financial advisor with Ameriprise, holding a Series 66 designation and over 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, Penica is involved in alpaca husbandry as a breeder and fiber processor and serves on the Board of Directors for the Alpaca Owners Association, Inc. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.