Jason Sweitzer is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. He previously worked at Cetera and First United Bank. Sweitzer serves on the Board of Directors for the Frostburg State University Foundation. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria. The firm offers advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficient strategies to deliver tailored retirement income recommendations.

David Upole is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and M&T Securities, Inc. Outside of advisory roles, he serves as a trust officer for First United Trust and Investments, assisting in financial planning and asset allocation. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Liam Mc Call is a financial advisor with Ameriprise based in Oakland, MD. He holds a Series 66 designation and has experience working at Ameriprise since 2025, with prior roles including positions at Saint Vincent College and NewEdge Wealth. He also has a background in education, having worked for the Peters Township School District. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.