Jay Jurkovich is a financial advisor with Ameriprise in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. In addition to his advisory role, he operates Jay Jurkovich LLC, an S Corporation for managing operational expenses and payroll. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written retirement income recommendations and ongoing planning advice focused on income reliability and tax-aware withdrawal strategies.

Vincent Ferguson is a financial advisor at Ameriprise with a Series 66 credential and no prior industry experience. Before joining Ameriprise in 2026, he worked in various roles outside the financial industry, including positions at Brick House Restaurant and Bar and College Fresh. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Anne Elizabeth Lane is a CFP® professional with 39 years of industry experience, currently affiliated with Ameriprise Financial Services, LLC. Her prior experience includes roles at Royal Alliance Associates, Securities America Advisors, Woodbury Financial Services, Lane & Associates Financial Services, Inc., and Commonwealth Financial Network. Outside of her advisory work, she owns and operates Lane Tax Preparation Services, providing tax preparation services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates proprietary research and third-party data to provide tax-aware withdrawal strategies and ongoing retirement income advice.

Timothy Hornung is a financial advisor at Ameriprise in Sarasota, FL, holding the CFP® and ChFC® designations with 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1990. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary retirement-income recommendations through a centralized consulting team.