Chase Kallen is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James and Cetera Investment Services. Outside of his advisory role, he is co-owner of a retail business, Modern Icon, and serves on the Oakland County Sheriff's Advisory Council. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Salvatore Vanadia is a financial advisor with Ameriprise Financial Services in Fenton, MI, holding Series 63 and Series 65 designations and having 14 years of industry experience. His prior roles include positions at Merrill, Bank of America, Cetera, and The State Bank. He is also involved in independent insurance brokering and serves as a dual financial advisor with ChoiceOne Bank. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning focused on dependable income sources.

Thomas Hufton is a financial advisor with Ameriprise in Fenton, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Cetera and Cetera Investment Services LLC. Outside of his advisory work, he serves on the Board of Directors for the Young Life Foundation and participates in finance committees for both the First Presbyterian Church of Flint and the United Way of Genesee County. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.