Jeffrey Cornelius is a Financial Advisor at Merrill Lynch Wealth Management. He brings seven years of experience across Bank of America and Merrill, with a background including banking, lending, and wealth management. This diverse experience enables him to advise clients with a comprehensive perspective on financial decision-making. Jeffrey works closely with individuals and families to develop personalized financial strategies that address investments, liquidity needs, credit strategies, and long-term planning objectives. His approach is centered on thoughtful planning and informed decision-making, helping clients navigate financial opportunities and challenges with confidence. His areas of focus include college education planning, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and retirement income. He holds a Bachelor's Degree from the College of Coastal Georgia and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, Jeffrey enjoys antiquing, football, golfing, and spending time with his family.

Simon Store is a Series 66-licensed financial advisor with Ameriprise in Ironwood, Michigan, and has six years of industry experience. His prior roles include positions at Wipfli LLP and Makela, Pollack & Ahonen PLLC. Outside of his advisory work, he is co-owner of Astronomy Holdings LLC and serves on the board of the Gogebic Country Club. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support income planning and manages a broad range of advisory, brokerage, and insurance solutions.

Daniel Stella is a financial advisor with Ameriprise, holding the CFP® and ChFC® designations and over 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in local community activities including serving on a committee to create a youth center in Manitowish Waters and volunteering as a firefighter. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.