Jeffrey Sonntag is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2005. His practice is based in New Castle, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, with a focus on Ameriprise-managed accounts.

Michael Bruno is a financial advisor at Ameriprise with 19 years of industry experience, holding a Series 66 designation. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2007. Outside of his advisory work, Bruno is involved in officiating football at the junior high, high school, and college levels. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.