Sean Stephenson is a financial advisor with Ameriprise Financial Services in Tampa, FL, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Fisher Investments, Merrill, and BB&T. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients nearing or in retirement, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Osgood is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and bringing 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she co-owns business entities involved in managing office practices and real estate for her Ameriprise franchise office. Ameriprise offers retirement-income planning services targeting clients with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Todd Osgood is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 30 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors for Leadership Tampa Bay. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, delivered in partnership with financial advisors.