Kevin Bannon is a financial advisor with Ameriprise in Titusville, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory role, he is a member of Bannon Financial LLC, a business unrelated to investment activities. 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, tax-aware withdrawal strategies, and Social Security options. The firm’s approach involves non-discretionary implementation and utilizes proprietary research and third-party data within a defined investment universe.

Jessica Walters is a financial advisor with Ameriprise in Erie, PA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Cetera Investment Services, First National Bank of PA, Purshe Kaplan Sterling Investments, and HBK Sorce Advisory LLC. In addition to her advisory work, she supports the operations of Bannon Financial, LLC, managing day-to-day activities and expenses. 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 tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.