Travis Knapp is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. He previously worked at Morgan Stanley and its affiliated entities for over a decade. Outside of his advisory role, he is involved in church leadership as a board member of the Lake Travis Methodist Church and owns Knapp Ventures LLC, a design business focused on travel-related products. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Mitchell Doren is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Doren is also involved in an insurance brokerage business, Securitas Financial Group, LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Gardner is a financial advisor with Ameriprise Financial Services LLC in Austin, TX, holding Series 63 and Series 65 credentials with 42 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides annual written recommendations and tax-aware strategies for clients approaching or in retirement.

Dustin Smith is a financial advisor with Ameriprise in Round Rock, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley and its affiliated private bank from 2010 to 2025 before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, supported by algorithmic automation and oversight from a dedicated retirement income consulting team.

Mark Permenter is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for seven years before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and tools to provide annual advice and written recommendation reports.

Kimberly Banesse is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise Financial Services in various capacities since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Audra Mueller is a Series 66-licensed financial advisor with Ameriprise in Austin, TX, and has 11 years of industry experience. She previously worked at Morgan Stanley Private Bank and has served on the Boards of Directors for the Dripping Springs Community Foundation and the National Charity League, Dripping Springs Chapter. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations.

Mark Hogue is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he is involved in developing patents through a separate business venture. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Thomas Uhl is a financial advisor at Ameriprise in Austin, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Rachel Lothman is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she has real estate ownership interests unrelated to investments. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Elisabeth Uhl is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she has reported ownership of a single-family property unrelated to her investment activities. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad array of advisory, brokerage, and insurance solutions through affiliated companies.

Dana Bives is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, Dana co-owns Triple Rein, LLC, a business involved in training, buying, selling, and showing horses in the hunter/jumper/equitation and reining horse show industries, which she operates with her daughters. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Todd Holubec is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Georgetown, TX. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports tailored to clients’ financial situations.

Christopher Dunagan is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior experience in semiconductor manufacturing and mortgage services. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate tailored retirement income recommendations.

Linda Vogeley is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations.

Nora Castro is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. She is also the author of the book "Open Your Own Doors." Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports in partnership with its advisors.

Richard Dunagan is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, Dunagan owns a federally licensed firearms transfer business and is co-owner of a retail business called The Boot Whisperer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies.

Charles Cole is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income advice.

John Thrower is a financial advisor with Ameriprise in Lakeway, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.