Thomas Myers is a financial advisor at Ameriprise with 10 years of industry experience and holds the ChFC®, Series 63, and Series 66 designations. His prior roles include positions at Stonepath Wealth Management, Foguth Wealth Management, Geneos Wealth Management Inc, CG Financial Services LLC, Capital Asset Advisory Services LLC, and WFG Investments. In addition to his advisory work, he owns a tax preparation business called Financial Frameworks. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joel Carlson is a financial advisor with Ameriprise in Charlotte, MI, holding a Series 66 designation. He joined Ameriprise in 2024 and previously worked in education for over a decade, including positions at Olivet College and Potterville Public Schools. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lorri Doolittle is a financial advisor with Ameriprise in Eaton Rapids, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. 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-assisted recommendations.