Lonnie Bathurst is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and 36 years of industry experience. He has worked with Ameriprise since 2005, including its affiliated entities. Outside of his advisory role, Bathurst serves on the Board of Directors for the City of Litchfield Economic Development Commission and organizes a not-for-profit annual model railroad event for enthusiasts. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

James Gorowski is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for LCUSD#12 and coaches youth baseball and soccer teams in Litchfield, Illinois. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing tax-aware withdrawal strategies. The firm’s approach integrates internal and third-party research and features restrictive enrollment criteria linked to specific asset levels and managed account assets.

John Winans is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, Winans serves on the board of HSHS Saint Francis Hospital and participates in the City of Litchfield Economic Development Committee, as well as a local trust fund committee supporting community initiatives. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.