Douglas Mcculloch is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, he co-owns a business specializing in yard signs and greetings for occasions. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Keegan Klotz is a financial advisor with Ameriprise in South Williamsport, PA, holding a Series 66 designation and four years of experience at Ameriprise. He previously worked at Susquehanna Unlimited LLC and has been involved in real estate and property services through Klotz Housing LLC and other ventures. Klotz also serves as the treasurer on the board of directors for FC Montour Soccer Club. 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 tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.