Robert Mack is a financial advisor with Ameriprise Financial Services LLC and holds a Series 66 designation. He has two years of experience in the industry, including prior work at Edward Jones and various roles in sales and telecommunications. His previous outside business activity includes serving as CEO of Nature Coast Business Services LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Albert Bevilacqua III is a financial advisor with Ameriprise in Newberry, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to his advisory role, he is involved in independent insurance brokering with a focus on health insurance through United Health Care. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for individuals meeting certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.