Michael Stewart is a CFP® with 35 years of experience in financial advising, currently serving at Ameriprise since 2021. His prior roles include managing his own firm, Michael Stewart & Associates, LLC, and positions at Raymond James Financial Services. Outside of advising, he serves as President of the Saline County Industrial Development Co. and is an assistant coach for Harrisburg High School girls soccer. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored income strategies. The firm serves individuals with significant investable assets through a centralized consulting team that partners with financial advisors to deliver detailed, algorithm-supported recommendation reports.

Jessica Stephens is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and Michael Stewart and Associates. She serves on the boards of the Harrisburg Kiwanis Club and The Fortress Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary process.