James Bowser is a financial advisor with Ameriprise in Traverse City, MI, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank for a combined 10 years. Bowser also serves as an associate financial advisor to an Ameriprise franchisee through RRL, LLC. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Thomas Roop is a financial advisor with Ameriprise in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, Roop serves as president on the board of directors for TACS and is involved with cost-sharing businesses through RRL, LLC and TruNorth Group, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated and team-reviewed processes to deliver tailored retirement income strategies.

Robert Revett is a financial advisor with Ameriprise in Traverse City, MI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Revett serves on the board of directors for the Miller Creek Commerce Association and is involved in several local business ventures related to real estate and property management. Ameriprise is a large institutional firm that offers a specialized retirement-income planning service for individuals with significant investable assets, combining research-driven modeling and tax-smart strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.