Benjamin Whitaker is a financial advisor at Ameriprise in Richland, MI, holding a Series 66 designation with six years of industry experience. His prior roles include positions at OsborneKlein of Ameriprise and Gentex, as well as employment at Grand Valley State University. He also works with OKL LLC as an associate financial advisor, conducting client meetings and managing relationships. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Logan Bullard is a financial advisor with Ameriprise in Richland, MI, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, and Raymond James & Associates Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, algorithm-assisted recommendations through a centralized consulting team.

Jason Klein is a financial advisor with Ameriprise in Richland, MI, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Klein owns and manages several business ventures, including a marketing consulting firm and various real estate and property management entities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and annual reviews that focus on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.