Joshua Dean is a CFP®-credentialed financial advisor with Ameriprise in Harrisonburg, VA, bringing 12 years of industry experience. His prior roles include positions at Stratos Wealth Partners and LPL Financial. He is a shareholder and manager of PFK ENTERPRISES LLC, which operates under the Koogler Financial Group team name within Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Emily Corinne Hiter is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Hiter serves on the Board of Directors for Streak for a Cure, a nonprofit organization. Ameriprise Financial Services is a large institutional advisory firm that serves 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, utilizing proprietary research and third-party data within a defined investment framework.