Jay Haberkorn is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he co-owns a vacation property with his wife. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary advice through a centralized consulting team.

Dane Zaher is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Equitable Advisors, AXA Advisors, Paramount Financial, and American Family Insurance. Outside of finance, he operated a lawn service business for ten years. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning with an emphasis on dependable income and tax-aware withdrawal strategies. The firm's approach integrates proprietary research and third-party data within a defined investment universe influenced by affiliated product relationships.