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 at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Deere Employee Credit Union, LPL Financial LLC, CUNA Mutual Group, and First Midwest Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice based on a combination of internal investment research and third-party data, with a focus on dependable income sources and tax-aware withdrawal strategies.