Merrill Whippo Jr. is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at The Huntington Investment Company, The Huntington National Bank, and J.P. Morgan Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that delivers written recommendation reports and annual retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

Lucas Rider is a financial advisor at Ameriprise with five years of experience in the industry. He previously worked at The Huntington Investment Company and Huntington National Bank. Rider holds Series 63 and Series 65 licenses and is based in Youngstown, Ohio. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.