Robert Bailie is a financial advisor at Ameriprise in Darien, IL, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill. Bailie has been with Ameriprise and its affiliates since 2017. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Brandon Self is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Ameriprise since 2009 and has been associated with H & R Block Financial Advisors, Inc. since 1999. Outside of his advisory role, he is involved in a business ownership activity unrelated to investment management. Ameriprise serves individuals approaching or in retirement, offering a specialized retirement-income planning service that provides detailed, non-discretionary recommendation reports. The firm employs a combination of research, modeling, and tax-efficiency analysis to support clients with assets generally exceeding $1 million.

Michael Cook is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked with Ameriprise since 2009 in various capacities. Outside of advising, he owns SCS Corp, a business management entity unrelated to investment activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, emphasizing dependable income sources and tax-aware withdrawal strategies.

Christopher Goebel is a financial advisor with Ameriprise in Lombard, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with a focus on assets held in Ameriprise Managed Accounts.

Stephen Stalcup is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he assists his wife in managing the Primrose School, a preschool and daycare business. Ameriprise Financial Services is a large institutional firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement-income planning and tax-aware withdrawal strategies, utilizing a centralized team and proprietary research to support its recommendations.

Kathy Schickerling is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 66 licenses and 35 years of industry experience. She has been with Ameriprise and its affiliates since 2013. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.