Neda Fritz is a financial advisor with Ameriprise in Wexford, PA, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise provides a retirement-income planning service for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Fritz III is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Ameriprise and its predecessor firm since 1997. Outside of his advisory role, he has interests in real estate ownership unrelated to his investment activities. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Lisa Brooks is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 20 years. Outside of her advisory role, Brooks co-owns A.B. Strategic Partners, LLC, and serves as Fundraising and Social Media Chair on the Board of Directors for the North Catholic Girls Volleyball Boosters. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.