Cheryl Whitney is a CFP®-certified financial advisor with Ameriprise, based in New Stanton, PA, and has 43 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is president of Cheryl Carretta Whitney, Inc., a back office management consulting business, and holds oil and gas leases on property in Pennsylvania. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering annual, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical for a large institutional firm.

Michael Nye is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he provides care and support for intellectually disabled individuals and serves as treasurer for his daughter's Girl Scout troop. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets. The firm employs a centralized team to deliver retirement-income recommendations that combine research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.