Gary Van Bakel is a financial advisor with Ameriprise in Amarillo, TX, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Edward Jones from 2009 to 2021 before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Justin Adams is a financial advisor with Ameriprise based in Amarillo, TX, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at RSMB LLC and Raymond James Financial Services Advisors Inc. He serves on the Board of Directors for Brayden's Gift, a nonprofit organization. Ameriprise offers retirement-income planning services targeting clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dena Rattan Pool is a financial advisor with Ameriprise in Amarillo, TX, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at RSMB, LLC and Raymond James Financial Services Advisors Inc. She is also an ambassador for Plexus Worldwide, involved in the sale of vitamins and supplements on a limited basis. Ameriprise offers retirement-income planning services focused on clients with substantial investable assets, combining research and modeling techniques to provide tailored, tax-efficient income strategies. The firm delivers these services through a centralized consulting team that partners with financial advisors to produce detailed Recommendation Reports.