Joseph Trainor is a financial advisor with Ameriprise in St. Johns, Florida, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Derek Elftmann is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Outside of his advisory role, he serves as President of the Christ the King Athletic Association and is an athletic coach at Fletcher High School. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.