Richard Powell is a financial advisor at Ameriprise with 55 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Powell serves on the Board of Directors for the Ted Lindsay Foundation. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Lauren Keilman is a financial advisor with Ameriprise in Clarkston, MI, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at Morgan Stanley and Ameriprise Financial Services Inc. She has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-assisted advice through a centralized consulting team.

Sheetal Patel is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following a prior role at Morgan Stanley Smith Barney. Outside of her advisory role, she is involved in a family-owned hotel business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, using a centralized consulting team to deliver research-driven, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Robert Cline is a financial advisor at Ameriprise with 50 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Robert Dennis is a financial advisor with Ameriprise in Myrtle Beach, SC, holding Series 63 and Series 65 designations and 30 years of industry experience. His work history includes roles at Morgan Stanley and Morgan Stanley Private Bank before joining Ameriprise in 2017. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, emphasizing assets held in Ameriprise-managed accounts.

David Hudson is a financial advisor with Ameriprise in West Bloomfield, MI, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of advisory work, he owns a tax preparation business in Clarkston, MI. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with advisor oversight and delivers a broad range of advisory, brokerage, and insurance solutions.

Edward Weidman Jr. is a financial advisor with Ameriprise in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. He serves on the Board of Directors for the Logan Hills Association. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored, point-in-time advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Kenneth Demps is a financial advisor with Ameriprise in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. In addition to his advisory work, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice based on asset allocation, tax-aware withdrawal strategies, and Social Security claiming options.

Jennifer Delay is a financial advisor with Ameriprise in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise is an institutional firm providing retirement-income planning services primarily to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing a range of advisory, brokerage, and insurance solutions.

Jonathan Rea is a financial advisor with Ameriprise in Rochester Hills, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he holds a real estate license. Ameriprise provides a retirement-income planning service targeted at individuals with substantial 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 large institutional platform.

Chad Halpin is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and four years of industry experience. He previously worked at AKWEL Cadillac USA and Insight Global before joining Ameriprise in 2019. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports through a centralized consulting team.