Peter Smith is a financial advisor with Ameriprise in Norwich, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves on the boards of several local foundations, including the Greater Norwich Foundation, the Cook Foundation, and the Roger Follett Foundation, where he is president. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Timothy Guinn Jr. is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Matthews Auto Group and NBT Bank. Outside of his advisory work, he serves as treasurer for both the VFW Auxiliary 2782 and Norwich Cyclones Youth Football. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to produce written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.