Spencer Burkert is a Series 66-licensed financial advisor with Ameriprise in Greensburg, Indiana, and has six years of industry experience. Prior to joining Ameriprise in 2020, he held positions at Aldi Supermarket, Hillenbrand, Inc., Mubea North America, Greensburg Community Schools, and the University of Cincinnati. He serves on the Boards of the Decatur County Memorial Hospital Foundation and the Decatur County Family YMCA. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, using proprietary research and third-party tools within a managed account structure.

Angela Messer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2018. Prior to joining Ameriprise, she worked for J.J.B. Hilliard, W.L. Lyons, LLC for 10 years. She is also the owner of A. M. Messer Partners, LLC, an entity organized to manage office and business expenses. 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 written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.