Sarah Payne is a financial advisor with Ameriprise in Tavares, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she serves on the Board of Directors and as Secretary for New Vision for Independence, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.