Pamela Wesley is a financial advisor at Ameriprise in Portage, MI, holding a Series 66 designation with 15 years of industry experience. Her previous roles include positions at Cambridge Investment Research Advisors and Verlin Multi-Advisor Program. She is also an associate financial advisor at Oakridge Advisors of Battle Creek. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, algorithm-supported recommendations.

Daniel Graham is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Ameriprise in 2005, he worked at Eli Lilly & Co starting in 1987. He is also involved in managing a partnership that covers expenses related to real estate and financial planning. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients and offers a wide range of advisory, brokerage, and insurance solutions.