Erin Mccarthy is a financial advisor with Ameriprise in Jacksonville, FL, holding Series 63 and Series 65 designations and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on income stability and tax-aware withdrawal strategies. The firm utilizes proprietary research and third-party data in its recommendations and maintains distinctive enrollment criteria based on investable assets.

Lisa Puttick is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the St. Johns Landing Estates HOA. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.