Robert Mosson is a CFP® professional with 44 years of industry experience, currently serving at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for seven years. He is chairman of the Kent County Building Authority and serves on the Kent County Insurance Board. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations in partnership with financial advisors. The firm is a large institutional provider of advisory, brokerage, and insurance solutions.

Anh Tran is a financial advisor with Ameriprise in Ada, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory role, he owns and manages ANT Consulting LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies, and delivers these through a centralized consulting team alongside its financial advisors.

Mary Beth Norris is a financial advisor with Ameriprise in Caledonia, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Her prior roles include positions at Cetera and Summit Financial Group. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered by a centralized consulting team.