Barry Kaufman is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2002. Outside of his advisory role, he is the owner of Foodsic LLC, a music publication business based in Roswell, GA. Ameriprise offers retirement-income planning services tailored for individuals approaching or in retirement with substantial investable assets, delivering detailed recommendation reports that incorporate tax-smart strategies and Social Security options. The firm combines research and algorithmic tools with personalized advisory to support clients’ retirement planning needs.

William Ponder is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines proprietary research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations primarily for assets managed within Ameriprise accounts.

Sean Carroll is a financial advisor with Ameriprise in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Carroll is involved in several business ventures, including management and oversight of a staffing company and aircraft leasing operations. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Bursell Munro is a financial advisor with Ameriprise in Lilburn, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Munro serves on the Board of Directors for Boy Scout Troop 876 as a Charter Organization Representative. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement, generally with at least $1 million in net investable assets. The firm provides written recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team using research, modeling, and tax-efficiency analysis.

Christopher Rowe is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has previously worked at Elon University and Charleston Southern University. His current role at Ameriprise began in 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Davis Blackmon is a financial advisor at Ameriprise in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2022, he was affiliated with Auburn University and Pope High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific 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 to deliver tailored retirement advice through a centralized consulting team.