Paul Bonaccini is a financial advisor with Ameriprise in Traverse City, MI, holding a Series 63 designation and bringing 36 years of industry experience. His prior roles include six years at Wedbush Securities Inc and 20 years at Raymond James & Associates. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice, utilizing investment research and algorithmic tools to support asset allocation and withdrawal strategies.

William Kildee is a financial advisor with Ameriprise in Traverse City, MI, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kildee is also involved in independent insurance brokering and manages office operations through Kildee & Associates, LLC. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing tax-aware withdrawal strategies. The firm’s retirement income service combines internal research and third-party data and operates within a defined investment framework influenced by affiliated product relationships.