Jeffrey Schneider is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2020, following a prior tenure at Raymond James Financial Services from 2008 to 2020. Outside of his advisory role, he is the owner and president of Three Thirty Corporation, an umbrella company, and is involved in independent insurance brokering and fixed annuity sales. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jennifer Wilkerson is a financial advisor with Ameriprise in Jasper, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Raymond James Financial Services and Southern Indiana Investments & Insurance. Outside of advising, she manages a family farm and serves as president of Miller Wilkerson & Co LLC, a business entity used to manage her advisory practice expenses. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning and emphasizes the use of Ameriprise-managed accounts within its advisory approach.