Steven Napolitano is a financial advisor with Ameriprise in Clinton, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for the Clinton High School Athletic Booster Club and is a self-employed musician. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Ryan Batey is a financial advisor with Ameriprise in Clinton, IA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Deere Employee Credit Union, LPL Financial LLC, CUNA Mutual Group, First Midwest Bank, Thrivent Investment Management, CUSO Financial Services, and Edward Jones. 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 with tax-aware withdrawal strategies and asset allocation guidance.