Jay Deane is a financial advisor with Ameriprise in Carmel, ME, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, he is co-owner of JDH LLC, a business that owns the building housing his office in Bangor, ME. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines centralized consulting with personalized advice and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Donald Hagstrom is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has worked at Ameriprise and its affiliates since 2005. Outside of advising, he is a shareholder in JDH, LLC, an entity established to purchase an office building in the future. 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, written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Jeffrey Hagstrom is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work history includes roles in various sectors such as marine services, landscape construction, education, and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.