Benjamin Dollard is a financial advisor with Ameriprise in Midland, MI, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Humane Society of Midland County. Ameriprise provides a retirement-income planning service tailored for individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dustin Smith is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Outside of his advisory role, he assists with a family woodworking business, helping with sales and craft shows. He also serves on a local Board of Education in Bay City, MI. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kristopher De Grow is a financial advisor with Ameriprise in Midland, MI, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has worked at Ameriprise and its affiliate since 2006. Outside of his advisory role, he operates DeGrow Consulting, providing coaching and consulting services to Ameriprise financial advisors focused on staff training, system development, and financial planning process efficiencies. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset thresholds, 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 to support clients, with a centralized consulting team delivering non-discretionary recommendations in collaboration with advisors.