Jacqueline Blau is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise in Danvers, MA. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she is a co-owner of a real estate business in Danvers, MA. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory processes with a wide range of brokerage and insurance solutions typical for a large institutional firm.

Aaron Piscia is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services. He has previously worked at Raymond James & Associates and has been with Ameriprise in various capacities since 2020. Outside of his advisory role, he is involved in real estate ownership unrelated to his investment practice. 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 tailored retirement income planning through written recommendations and ongoing advice, focusing on asset allocation, withdrawal strategies, and Social Security options.