Charles Herndon is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Outside of his advisory role, he serves on the Board of Directors and as fundraiser committee chair for Alchemy Theatre. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Donald Herndon is a financial advisor with Ameriprise, holding a Series 63 designation and over 33 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns and operates Herndon & Associates, a practice operations specialist business in Barboursville, WV. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.