Joseph Billerman is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. He also spent three years at Holy Cross College and has been involved with Billerman Farms for nine years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a retirement income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients approaching or in retirement.

Steven Null is a financial advisor at Ameriprise with four years of industry experience and holds the Series 66 designation. He has been with Ameriprise since 2020, with a brief period as a student at Purdue University and prior roles in education and various other positions. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Jones is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise in South Bend, IN. He has been with Ameriprise and its predecessor firms since 1987. Outside of his advisory role, he creates and publishes spiritually based educational materials through Spirit Source, LLC, and engages in leadership training and speaking. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations.

Nicholas Powers is a financial advisor with Ameriprise in Galien, MI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering 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, emphasizing the use of Ameriprise-managed accounts and employing algorithmic automation overseen by a Retirement Income Oversight Committee.

Thomas Polaski is a CFP®-designated financial advisor with Ameriprise in Mishawaka, IN, bringing 41 years of industry experience. He has been with Ameriprise and its predecessor firms since 1984. Outside of his advisory role, he is involved with Summit Resources, LLC, where he manages administrative and financial tasks. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations and tax-efficient strategies. The firm offers a broad array of advisory, brokerage, and insurance solutions through its institutional platform.

Bruce Mc Court is a financial advisor with Ameriprise in Niles, MI, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as president of the MSA Soccer Association and works as a youth soccer referee with the Indiana Soccer Referee Association. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering customized, research-based recommendations through a centralized consulting team. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Long is a financial advisor with Ameriprise in Elkhart, Indiana, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, he is involved in a business ownership role with Summit Resources, LLC, which focuses on pooling funds to share office expenses. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.