Edward Pilarski is a financial advisor with Ameriprise in Niles, MI, holding CFP®, ChFC®, and Series 63 designations and bringing 40 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Richard Mock is a financial advisor at Pennfield Capital Corp with 23 years of industry experience. He holds a Series 63 designation and has been with Pennfield Capital Corp since 1990. Pennfield Capital Corp is a small firm with two advisors, providing supported firm services.

Jeffrey Scott is a financial advisor with Pennfield Capital Corp in South Bend, IN. He holds a Series 65 designation and has nine years of industry experience. Prior to joining Pennfield Capital Corporation in 2017, he worked at Rational Systems LLC for ten years. He is also a board member and partial owner of Buffalo Bayou Brewing Company, a brewery based in Houston, TX. Pennfield Capital Corp is a supported firm with two advisors.