Anthony Miller is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has 18 years of industry experience, including 10 years at Ameriprise. Outside of his advisory role, he works part-time as a Zamboni driver on outdoor rinks. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides non-discretionary, research-driven recommendations focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Vinod Gupta is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory role, he teaches community education classes unrelated to finance and engages in public speaking about life experiences. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement income recommendations delivered in partnership with clients’ financial advisors.