Claude Sherman Jr. is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to deliver tailored, non-discretionary advice primarily focused on assets held in Ameriprise Managed Accounts.

Mark Keith is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at The Huntington Investment Company and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.