Jonathan Petty is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial, Emphasize Financial Planning, and Arkansas Farm Bureau Insurance. Outside of advising, he owns and operates Chase Petty Cattle Farm in Walnut Ridge, Arkansas. Ameriprise serves clients primarily through its retirement-income planning service, which targets individuals nearing or in retirement with significant investable assets. The firm utilizes a combination of research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Lori Norris is a financial advisor with Ameriprise in Jonesboro, AR, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliate since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered by a centralized consulting team.