Keith Lucas is a CFP®-designated financial advisor with Ameriprise in Tallmadge, Ohio, and has 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Lucas serves as a trustee on the board of directors for the Tallmadge Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware withdrawal strategies and written recommendation reports tailored for clients nearing or in retirement.

Derek Crihfield is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones from 2015 to 2019 before joining Ameriprise Financial Services Inc and then Ameriprise. Outside of his advisory role, he is involved in a staffing business, Eclipse Dental Solutions. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lisa Loughry is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mutual of America Securities LLC and Mutual of America Life Insurance Company for a combined total of 11 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools to support tax-aware withdrawal strategies and income planning.