James Mc Lean is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2025. Outside of his advisory role, he is a co-owner of McLean SRA, LLC, which he manages part-time. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement-income planning and recommendations based on investment research and proprietary tools, focusing on dependable income sources and tax-aware withdrawal strategies.

Elizabeth Mc Lean is a Series 66-licensed financial advisor with Ameriprise in Myrtle Beach, SC, and has 10 years of industry experience. She previously worked at Edward Jones for 10 years before joining Ameriprise. Mc Lean is co-owner of McLean SRA, LLC, through which she manages her Ameriprise advisory business. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Bernacki is a financial advisor at Ameriprise with 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining Ameriprise in 2025. Bernacki holds the Series 66 designation and is based in Myrtle Beach, SC. Outside of his advisory role, he owns and manages a non-investment-related business, Bernacki121 LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning and recommendations focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.