John Keane is a financial advisor at Ameriprise with 41 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a member of Momentum Partners, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and automated processes overseen by an internal committee.

Sherri O'Hern is a financial advisor at Ameriprise with 16 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1996. She holds the Series 66 designation and is based in Sioux City, IA. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.