Lauren Naylor is a financial advisor with Ameriprise in Lewistown, PA, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2015 and spent a year with Pacers Sports & Entertainment. Outside of her advisory role, she works part-time at Hawstone Hollow Winery, assisting with wine tastings and other duties. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Becca Doyle is a financial advisor with Ameriprise in Lewistown, PA, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entity since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.