Daniel Lamb is a financial advisor with Ameriprise who holds the Series 66 designation and has seven years of industry experience. His prior roles include positions at MassMutual of Greater Philadelphia, AXA Advisors, and Temple Resev LLC. He is also co-owner of Phileo Management LLC, a business involved in managing his Ameriprise practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Steven Ferrigno is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously worked at Tiedemann Advisors and Clarivate Analytics. Ferrigno also has experience in academia, having been associated with Drexel University College of Computing and Informatics. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides a written recommendation report and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.