Brian Haehl is a financial advisor with Ameriprise in Punta Gorda, FL, holding the CFP® and ChFC® designations and having 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors and BB&T Bank. Outside of advising, he owns OPM Furniture, LLC, a leasing business for office furniture and amenities. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Henry Kramarski is a CFP® professional with 42 years of experience in the financial services industry. He is currently affiliated with Ameriprise Financial Services LLC, where he has worked since 2024, following a 23-year tenure at Linsco Private Ledger Corp. He is also the owner of Legacy Wealth Management Group LLC, which manages his Ameriprise advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, featuring 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.