Kerry Kennedy is a financial advisor with Ameriprise in Titusville, FL, holding the ChFC® and Series 63 designations and bringing 28 years of industry experience. Kennedy has been with Ameriprise and its affiliate since 2005. Outside of advisory work, Kennedy serves as president of a local property management business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily for clients maintaining assets within Ameriprise-managed accounts.

Michael Guarino is a financial advisor with Ameriprise in Orlando, FL, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he owns a business entity that provides limited liability and manages business expenses. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research and modeling to provide tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise managed accounts.

Foster Lytle III is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he is co-owner of The Storehouse Group, Inc. Ameriprise Financial Services is a diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing proprietary research and third-party data.

Karl Youmans is a financial advisor with Ameriprise in Titusville, FL, holding a Series 66 credential and eight years of industry experience. His background includes five years at RSM US LLP/McGladrey LLP before joining Ameriprise in 2017. Outside of his advisory role, he owns and operates K P Youmans, LLC, which provides practice management services, and is involved in tax preparation and business management through other ventures. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.