Keenan Dwyer is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Eaton Vance Distributors, Inc., LPL Financial, and Boston Light Financial. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

James Carey is a CFP®-designated financial advisor with Ameriprise, bringing 34 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, Carey is a co-owner of OC&C, Inc., a financial planning practice in North Reading, Massachusetts. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Daniel Wagner is a financial advisor with Ameriprise who holds the Series 66 designation and has 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Wagner also manages an independent advisory business through OC&C Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.