Michael Hall is a CFP® professional with 27 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in Reno, NV. Outside of his advisory role, he is involved in management and ownership of several mobile home park entities. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Morgan Bernsee is a financial advisor with Ameriprise in Reno, NV, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes positions at Ameriprise and other companies in various roles since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team and a combination of proprietary research and third-party tools to develop tailored recommendations.