Benjamin Vannatta is a financial advisor at Ameriprise Financial Services with four years of industry experience and holds a Series 66 designation. His work history includes various roles at Shawnee State University and Ameriprise, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Vannatta is a financial advisor with Ameriprise in Lucasville, Ohio, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise since 2010, including six years in his current role. Outside of his advisory work, he is a co-owner of Paradise in the Pass LLC, a real estate business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to develop customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.