Anthony Ross is a financial advisor with Ameriprise in Wexford, Pennsylvania, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his primary role, he manages an advisory business as an employee contractor at Poach, Koury & Associates LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves clients through a centralized consulting team and emphasizes advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ralph Freedman III is a financial advisor with Ameriprise in Cranberry Township, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is employed by Poach, Koury & Associates, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering non-discretionary, research-based recommendations that integrate tax efficiency and asset management strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.