Robert Taylor Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is the managing member of BeckTaylor Music, LLC, and the author of a workbook titled "Creating Your Power List-Find Your Ultimate Occupation." Ameriprise is a large institutional firm offering retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Joseph Irizarry Jr. is a financial advisor with Ameriprise in Hamden, CT, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.