Katherine Anthis is a Series 66-licensed financial advisor with Ameriprise, based in Jamesville, NY, and has 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves on the Board of Directors and as Board Secretary for Liberty Resources. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions. The firm offers a specialized retirement-income planning service designed for clients with substantial investable assets, utilizing research-driven, algorithm-supported recommendations tailored in partnership with advisors.

Matthew Crossman is a financial advisor at Ameriprise with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he provides notary services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports.