Chase Rohrer is a financial advisor with Ameriprise in Lewistown, PA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Independent Financial Group, Equitable Advisors, Penn State Farm Services, and United Parcel Service. He also works as an Associate Financial Advisor supporting a franchise advisor at ZDS Management Inc. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions through its affiliated companies, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

Justin Garber is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2023. Prior to that, he was self-employed for five years. Outside of his advisory role, he is employed by ZDS Management Inc., where he handles check deposits, order placements, and trade executions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, with a centralized service team supporting advisors and clients.

Zachary Stere is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he owns and manages a non-investment-related business, ZDS Management Inc. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

Dylan Wentzel is a Series 66-licensed financial advisor with Ameriprise, based in Huntingdon, PA, and has six years of experience in the industry. Prior to joining Ameriprise in 2020, he worked at CBS Management and the Law Offices of Roberta Binder-Heath. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.