Brian Rush is a financial advisor with Ameriprise in South Bend, Indiana, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Edward Pilarski is a financial advisor with Ameriprise in Niles, MI, holding CFP®, ChFC®, and Series 63 designations and bringing 40 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.