Mathew Hill is a financial advisor at Ameriprise with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a tax preparation business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Steven Patton is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following seven years at JPMorgan Investment Management. Outside of his advisory work, Patton serves on the board of the Greater Rochester Amateur Athletic Federation. Ameriprise offers retirement-income planning services targeted to individuals approaching or in retirement, generally with at least $1 million in investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, with a focus on delivering written, research-driven retirement income recommendations.