Jason Dunn is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, Dunn serves on the Board of Directors for the Ballantrae Yacht Club in Port St. Lucie, FL. 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 advice focused on income sources and tax-aware withdrawal strategies.

Walter Loin is a CFP®, ChFC®, and Series 63 credentialed advisor with Ameriprise, based in Port St Lucie, FL, and has 33 years of industry experience. He has worked at Ameriprise since 2002, including its predecessor entities. Outside of his primary role, he serves as an Accredited Financial Analyst (AFA) with sponsoring advisor William Munn, providing investment recommendations and leading Investment Committee meetings for the team practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a managed product ecosystem.

Jeffrey Sarkin is a financial advisor with Ameriprise in Port St Lucie, FL, holding a Series 63 designation and 39 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2019 before joining Ameriprise in 2019. Outside of advising, he serves as a FINRA arbitrator and owns a business used for tax planning purposes. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sheri Granaroli is a financial advisor with Ameriprise in Port Saint Lucie, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory work, she owns and manages 42 Roses LLC, providing administrative services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides personalized retirement planning advice and written recommendations focused on income sustainability and tax-aware withdrawal strategies.