Frank Stewart is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His career includes over 30 years with Huntington National Bank and related investment companies before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine proprietary research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and income planning for clients nearing or in retirement.

Amy Schaefer Sergio is a financial advisor with Ameriprise in South Lyon, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is president of Full Circle Compliance Consulting, LLC, a business formed to manage her Ameriprise practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with its financial advisors, emphasizing managed accounts and algorithmic support.