Sarah Payne is a financial advisor with Ameriprise in Leesburg, Florida, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Payne serves on the Board of Directors for New Vision for Independence, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on retirement income strategies within a defined investment framework.

Linda Bennett is a financial advisor with Ameriprise in Leesburg, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she owns a family farm, Crazy Ladies Farm, LLC, which produces blackberries and alpacas and is managed by her daughter. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized income plans. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.