Allan Cornman is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. He previously operated Legacy Financial, Inc. as president of an S corporation used for payroll purposes. Outside of his advisory work, he serves on the Board of Directors for the Rotary Club of Fleetwood, PA. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeremy Henn is a Series 66 licensed financial advisor with Ameriprise in Hamburg, PA, and has 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning focused on income reliability and tax-aware strategies. The firm utilizes a centralized service team for retirement recommendations and integrates its investment research and affiliated product offerings in its advisory approach.