Mark Delmonte is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership with Timberline Partners, LLC, a real estate holding company, and The 825 Group, LLC, which provides payroll and benefits services to Ameriprise financial advisors. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Stephen Rhoney is a Series 66-licensed financial advisor with Ameriprise in Atlanta, GA, bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing several business ventures, including property management and consulting firms. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, offering detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income guidance through a centralized consulting team.

Kelley Henderson Richardson is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation. Richardson has been with Ameriprise since 2006, accumulating 20 years of industry experience. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written Recommendation Reports and ongoing advice. The firm employs a centralized service team and uses a combination of investment research and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options.

Felix Camacho is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in independent insurance brokering as a principal. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Therman Mc Daniel is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63, 65, and 66 credentials and 14 years of industry experience. He previously worked at Edward Jones for eight years and was involved with DriveTu.com. Outside of his advisory work, he provides educational support to a private investment club formed with high school friends during the pandemic. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools within a defined investment ecosystem.