Kenneth Oldham is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, he worked at EverNorth Wealth Advisors and Foguth Financial Group. Outside of his financial advisory role, he is involved with Orchard Grove Community Church where he leads a men’s group, teaches, and occasionally performs ceremonies such as weddings and funerals. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jason Coldicott is a financial advisor with Ameriprise in Novi, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entity since 2015. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, emphasizing managed accounts within its platform.

Vanessa Thomas is a financial advisor with Ameriprise in Novi, MI, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior work includes roles at Foguth Financial Group and Executive Wealth Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income sources and tax-aware withdrawal strategies.

Thomas Smith Jr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of his advisory role, he is involved in independent insurance brokering and owns a consulting business, Paraclete & You. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice supported by algorithmic tools and a centralized consulting team.