Jesse Jones is a financial advisor with Ameriprise in Princeton, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory work, Jones is involved in casino entertainment, staffing casino tables for corporate and charity events. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

Clint Wammack is a financial advisor with Ameriprise in Allen, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Wammack is also co-owner of WLWA, LLC, which supports his advisory business and team practice operations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

James Lehman is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in product design through his ownership of QuadCycle, LLC, and participates in other business activities related to support services and consumer product development. Ameriprise is an institutional firm that provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income service combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily serving clients with significant investable assets.

Johnny Maberry is a financial advisor at Ameriprise in Fort Worth, TX, with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Maberry is also involved in paraplanning through WLWA, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-assisted advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Evguenia Funderburk is a CFP®-certified financial advisor with Ameriprise in McKinney, TX, with 18 years of industry experience. She has been with Ameriprise and its affiliate since 2007. Outside of advising, she has a past involvement with a Texas-based bowling tournament business that is currently inactive. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets, combining research-driven recommendations and algorithmic tools to support tax-efficient withdrawal strategies and income planning.

Samuel Bryant is a financial advisor with Ameriprise in Celina, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2023. Outside of his advisory role, he serves as an investment advisor at Happy State Bank. Ameriprise offers retirement-income planning services targeted at individuals near or in retirement who meet certain asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a focus on assets held in Ameriprise Managed Accounts.

Julia Donato is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016. Prior to her financial career, she was involved with Kotta Sushi Lounge for five years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a product-selection process that includes affiliated funds.