Adam Worthy is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Papa Johns and Alcon. Outside of his advisory role, Worthy is also associated with Meg Moore LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sustainability and tax-aware withdrawal strategies.

William Grubbs III is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and having 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with a consulting business, Meg Moore LLC, and serves on the Sustainability Committee of Promise 686. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, delivering detailed, non-discretionary recommendations that incorporate research and modeling to assist clients in managing income sources and tax strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Kennedy is a financial advisor at Ameriprise Financial Services with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise since 2016. Kennedy serves on the Board of Directors for the Development Authority of Fulton County and manages his own advisory business, Meg Moore, LLC. 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-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joshua Katz is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2023. Prior to his advisory role, he had positions at the University of Georgia, Emory University, and was involved with Blue Moon Pizza and 643 DP Athletics. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Mitchell Cohen is a financial advisor with Ameriprise Financial Services, holding CFP® and Series 66 credentials and ten years of industry experience. He has been with Ameriprise since 2015 and provides financial planning and coaching through a separate consulting practice. Additionally, he is involved in developing a sports application through an unrelated business venture. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice focused on dependable income sources.