Michael Sommerfield is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2009. He is also the owner and president of Zabby Inc., a business related to his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven recommendations with a variety of advisory, brokerage, and insurance solutions through its institutional platform.

Joy Brisson is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.