Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Edward Degalan Jr. is a financial advisor with MMI Asset Management Services, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with MMI Asset Management Services since 2015 and has been associated with MMI Financial Group, Inc. since 1989. Outside of advisory services, he is a 50% partner in MMI Financial Group, where he works as an independent insurance agent involved in the sale of fixed insurance products and group health insurance. MMI Asset Management Services provides financial consulting and investment advisory services to individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm customizes advice for each client and primarily outsources asset management to third-party managers, offering financial planning through hourly or fixed-fee arrangements and focusing on non-discretionary management.

Robert Zalokar is a CFP® professional with 15 years of experience, operating as the sole advisor at LIFEGOALS FINANCIAL GROUP since 2004. He holds Series 63 and Series 65 licenses and is based in Owosso, MI. LIFEGOALS FINANCIAL GROUP provides investment management and comprehensive financial planning primarily for individual clients, family trusts, and small business owners. The firm uses a client questionnaire and risk-tolerance assessment to tailor asset allocations, employing a strategic buy-hold-rebalance approach with tax-aware practices, and combines financial planning with tax expertise.

Nicholas Thiede is a financial advisor at Sovereign Financial Group, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at CG Financial and Sandler and Travis Trade Advisory Services. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm typically constructs portfolios with low-cost, diversified mutual funds and ETFs, incorporating individual securities and independent managers as appropriate, emphasizing long-term strategies with tactical adjustments.

Amy Cooper is a financial advisor with M HOLDINGS SECURITIES, Inc. She holds a Series 63 designation and has 19 years of industry experience. Amy has worked at Heirmark and M Holdings Securities since 2009 and was also with Cornerstone Consulting Group from 2009 to 2017. Outside of advisory roles, she serves as Director of Case Design and Client Service at Heirmark, where she manages client insurance reviews and life insurance case design. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a network of independent firms and financial professionals, offering a range of advisory and brokerage services including investment management, retirement plan consulting, financial planning, and insurance advisory.

Thomas Baker is a financial advisor with Capital Analysts and holds Series 63 and Series 66 designations. He has 35 years of industry experience, including roles with Lincoln Investment and Great American Advisors, Inc. In addition to his advisory work, he operates an independent insurance agency focusing on property, casualty, fixed life, and annuity products. Capital Analysts serves both retail and institutional clients, offering portfolio management, customized and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm utilizes an in-house investment management team and proprietary screening processes to deliver discretionary and non-discretionary investment solutions.

Suzzanne Cross is a financial advisor with Fifth Third Securities, Inc. in Owosso, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Fifth Third Securities since 2001 and has worked at Fifth Third Bank since 1980. Outside of her advisory role, she volunteers at Memorial Healthcare Auxiliary Hospital and serves as Vice President of Curwood Festival, Inc., a local nonprofit organization. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutions. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and access to specialized portfolio management and tax-overlay services.

Matthew Schartow is a financial advisor with Empower Advisory Group based in Perry, MI. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to joining Empower, he worked for Alerus Financial from 2016 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Candice Skinner is a financial advisor at Principal Financial Services with Series 63, 65, and 66 licenses and 4 years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance Company, CWM, LLC, Equanimity Wealth Management, MERS, Caitlin John Private Wealth Management, Mainstay Capital Management, LLC, and Producers Choice Network/Raymond James. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Bruce Dolliver is a financial advisor with Fifth Third Securities, Inc. in Owosso, Michigan. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Fifth Third Securities in 2023, he worked at Fifth Third Bank since 2020 and has experience in retail and outdoor industries. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by a platform that includes direct indexing and tax-overlay services.

Michael Modlin is a financial advisor with Fifth Third Securities, Inc. in Owosso, Michigan, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Fifth Third Securities since 2017 and has been with Fifth Third Bank since 2009. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account Platform, combining third-party portfolio management with advisor-directed investment options.

Mark Parson is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. Parson also has a significant ownership interest in Parson Management LLC, a firm related to his advisory practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with multiple financial product offerings and referral channels.

Paul Schluckebier is a financial advisor at Stifel with 42 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves on several local boards, including the Memorial Healthcare Development Board as Secretary, and participates in a scholarship investment committee. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Christine Mueller is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Mueller has been with Stifel since 2020. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Andrew Reger is a Series 66 credentialed financial advisor with Edward Jones in Owosso, MI, where he has worked since 2018. He has eight years of industry experience and previously spent 22 years at Chesaning Union Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

Heidi O'dea is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James for 14 years. Heidi serves as a board member and finance committee member for the YMCA in Owosso, Michigan. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and advisory services with various portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Michelle Campbell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior roles include positions at Wealth Strategies Financial Group, Minnesota Life Insurance Co, Securian Financial Group, and Valic Financial Advisors. Outside of her advisory work, she serves on several nonprofit boards, including Den Defenders Youth Football and the Wrestlers in Business Network. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, serving a broad client base through more than 10,000 advisors and approximately 800,000 clients.

Travis Schlatter is a financial advisor at Edward Jones with four years of industry experience and a Series 66 designation. He has worked at Edward Jones since 2019 and previously held positions at Keynote Financial Services and various educational institutions. Outside of his advisory role, Schlatter serves as president of Schlatter Rentals LLC, managing rental property activities in Bay City, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Jacob Klocek is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at Bankers Life Securities and Bankers Life & Casualty. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in commodity pool operations, and advisory roles to multiple registered investment companies.

Paige Bishop is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors, Paige worked at The State Bank and Lake Huron Credit Union, among other roles. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing a broad planning menu and proprietary research tools to develop tailored recommendations.

Kimberly Strnad is a financial advisor with Edward Jones in Flushing, MI, holding a Series 66 designation and bringing 26 years of industry experience, including 25 years at Bois Insurance Agency Inc. She currently serves as an elected school board trustee and vice president of Flushing Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kelly Morrison is a Series 66-licensed financial advisor with eight years of industry experience, currently with Stifel Nicolaus & Co Inc since 2020. Prior to joining Stifel, Morrison worked at Wells Fargo Clearing and Capital Group. Outside of work, Morrison serves on several local boards in Owosso, MI, including the Memorial Healthcare Foundation, the Owosso High School CTE Advisory Board, and the Rotary Club of Owosso. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Dawn Swanson is a financial advisor at Ameriprise with four years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank. Outside of advising, she occasionally assists with a rare coin retail business co-owned by her family and works as a horse-drawn carriage driver in Frankenmuth, Michigan. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

James Wood is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, he serves as President of the Flushing Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Lerma is a Series 66-credentialed financial advisor with Edward Jones, based in Flushing, MI. He has 17 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Colin Mccallum is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Corebridge Financial, R&L Global, and Coyote Logistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies supported by a large national network of financial advisors and branch offices.

Karin Hawkins is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Fifth Third Securities and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund-of-funds and model portfolios for intermediary platforms.

David Hood is a financial advisor with STIFEL in Owosso, MI, holding a Series 66 designation and 21 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as president of Oak Hill Cemetery, overseeing its operations. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client asset allocation and planning decisions.

Morgan Swank is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Morgan worked at Wentworth Real Estate Group, Applied Innovation, Rachor Financial, and Sleep Number Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Cara Keay is a Series 66-licensed financial advisor with Edward Jones in Owosso, MI, and has 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Minarik is a CFP® with 21 years of industry experience and has been with Edward Jones since 2004. He is based in Owosso, MI. Outside of his advisory role, he is involved with Minarik Properties LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Audrey Salander is a financial advisor with Edward Jones in Owosso, MI, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non–high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Rory Keay is a Series 66 licensed financial advisor with Edward Jones in Owosso, MI, where he has worked since 2008. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Amardeep Grewal is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Ic Advisory Services Inc and The Investment Center Inc from 2016 to 2025, and Investors Capital Corp. from 2009 to 2016. Outside of advising, Grewal is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various financial and operational tools.

David Hood is a financial advisor with Stifel in Owosso, Michigan, holding a Series 66 designation and six years of industry experience. He previously worked at Wells Fargo Clearing and Serra Traverse City, and served at Northwood University. Outside of his advisory role, Hood is actively involved in his community as a volunteer firefighter and holds multiple nonprofit board positions, including vice president of the Shiawassee Goodfellows. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning, while clients retain discretion over implementation.

Benjamin Burgoyne is a financial advisor at Stifel in Owosso, MI, holding a Series 66 designation with one year of industry experience. Outside of his advisory role, he works as a Public Safety Officer at Sandy Pines Recreational Community, a seasonal campground serving families and retirees. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

Jillian Dedic is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2012. In addition to her advisory role, she is a 15% owner of Parson Management LLC, which operates as Parson/Dedic Wealth Management Group in Owosso, MI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Tyler Boyd is a CFP® professional with five years of experience at Edward Jones in Flushing, MI, where he has worked since 2017. Prior to his advisory role, he was employed at Rollhaven Skating and Fun Center for six years. He serves as Vice President of the Family Service Agency of Mid Michigan, participating in board decisions and agency guidance. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm operates a large network of advisors and branch offices, offering services under a fiduciary standard and providing discretionary and non-discretionary strategies along with affiliated investment products.

Paul Parson is a financial advisor with Wells Fargo Advisors in Owosso, Michigan, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Parson also holds ownership roles in several investment-related businesses, including Parson Management, LLC, and Parson Dedic Wealth Management Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Austin Wendling is a financial advisor with Edward Jones in New Lothrop, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Hantz Financial Services and held roles in various other industries including regional medical imaging and painting services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Steven Hartman is a financial advisor with Ameriprise in Flushing, MI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Huntington Investment Company, CUNA Brokerage Services, LPL Financial, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. He serves as Board President of the Hidden Lake Condominium Association, a volunteer role focused on community maintenance and quality of life issues. 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 written recommendation reports and ongoing retirement planning advice based on comprehensive investment research and tax-aware strategies.

Hank Sizemore is a financial advisor with Raymond James & Associates in Owosso, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked with the Detroit Pistons for six years and at Fowlerville High School for one year. Outside of advising, he is the CEO of Spanky Supply, a small business he runs managing social media engagement and order fulfillment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, offering a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Kyle Dunaway is a financial advisor with Wells Fargo Advisors in Owosso, MI, holding a Series 66 designation and with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at R & R Signs and Space Exploration Technologies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Amber Hofmeister is a financial advisor with Edward Jones, holding a Series 66 designation and beginning her career in 2023. She previously worked at Pearl Planning for one year before returning to Edward Jones, where she has been since 2026. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the United States.

Tamara Richison is a financial advisor with Raymond James & Associates in Owosso, MI, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior experience includes roles at Fifth Third Securities, Fifth Third Bank, Assurance IQ, and Farm Bureau Insurance. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, investment consulting, and institutional advisory services with a variety of portfolio management styles and affiliated research resources.

Evan Baker is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked with LPL Financial since 2021 and is also involved in mortgage and financial services through Mo Mortgage Group and Mowinski Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset management, supported by advanced research tools and a broad platform of non-advisory financial activities.

Eric Gasper is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is the owner of Gasper Properties LLC, a real estate business based in Flushing, MI. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kenneth Williams is a financial advisor with Ameriprise in Perry, MI, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Firstmerit Bank, and LPL Financial. Outside of his advisory work, he co-manages an auto speedway in Michigan. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies through a centralized consulting team. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of large institutional firms.