Mark Rasner is a financial advisor with Ameriprise who holds the CFP® and ChFC® designations and has 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Rasner is also engaged in authoring a book that he plans to publish and make available for purchase. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Todd Schamberger is a financial advisor with Ameriprise in Neenah, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm delivers non-discretionary, research-driven recommendations that incorporate Social Security options, tax-smart withdrawal strategies, and adaptive asset management, supported by algorithmic tools and a centralized consulting team.